Goal: Focus his attention being known for his ability to go above and beyond for his clients, and eventually grow into a leadership role, where he can share his skills and passion to a team of his own, and watch them develop and grow
Additional Comments: - Utilizes active listening and evaluation ability to individualize policy recommendations based on their specialized needs
- Communicates clearly to clients the features and advantages of various polices to promote sales and ensure his customers are properly covered
- Built and maintained strong relationships with underwriters, along with friendly negotiation skills with underwriters for policy approvals
- Energetic and communicative professional, dedicated to servicing his clients needs
Goal: Her current situation doesn't allow for client correspondence directly, it's more email based, she wants to be in a role where she can connect with clients, build those relationships, in doing so, alleviates room for error or mis context. Her clients can see and feel her dedication to them this way, allowing her great success in obtaining referrals and a high retention rate. She wants to be servicing a book, where direct client interaction, whether over the phone, in person and email if requested, is encouraged and allowed. To be in a healthy work environment long term.
Additional Comments: She is providing start to finish service, with cross selling, upselling and bringing in NB as it comes. She attends regular events to meet the UW face to face, to build relationships with them, and have strong connections, for negotiations and positive interactions. She is managing a robust book of business, prepares her renewals 60 days in advance, remarketing, and putting all her efforts into obtaining the lowest rates for her clients. She is making one last move, where she can call home.
Additional Comments: She is a very sweet and intelligent individual, looking to move up in the Training Development world of insurance. She is happy to get RIBO if required for a training position. She is also open to TSR roles and TSR lead roles.
Goal: She is currently working in Cross Border Soley, and would like to utilize her expertise in other risks, different accounts, take on more responsibility and not be confined to one niche area.
Additional Comments: With a keen eye for detail and strong background in not just the service peice of CL, but the back end work. She is processing endorsements, invoicing, renewals and pre renewal notices, high volume of email correspondence for her overseas accounts, writing NB, issuing certs of ins, and most importantly getting her clients the best rates. She articulates inquiries re policies clearly and precisely & resolves discrepancies, and diffuses difficult situations. She is an outstanding candidate 💫
Additional Comments: Duties Include: Answering calls on a queue, making policy changes, advising clients of additional products to add extra protection based on their file review, endorsements, issuing slips of insurance, claims calls, getting better rates for any renewal calls he gets. He is also doing remarkets and writing NB. He has consistently met his sales targets, and hits 100% on his performance reviews. He is a young energetic broker with a high level of knowledge & the skills to be successful quickly 🌟
Years of Experience: 2 years Personal Lines Account Associate for a US brokerage, promoted to Account Manager 2 years. 5 Months Commercial Lines TSR for ON based brokerage
Additional Comments: She is accustomed to client facing service, quoting and writing NB, negotiations with UWs, built strong relationships with industry professionals and clients. As a TSR in CL she is assisting on large accounts up to 1 mil in prem, processing endorsements, issuing slips and certs of ins, sending out renewals, document preparation, answering client emails swiftly to ensure they feel a priority, and answering any non sales related questions, in addition to setting up new contracts for financing.
Goal: To be mentored in Personal Lines Insurance, with a company that will support his growth and development, so he can in return, provide great customer service to his clients, maintain his 97% retention rate and support the company goals and values
Additional Comments: Possesses a solid understanding of personal lines insurance products, policy features, and industry regulations, and is able to articulate his knowledge to his clients to ensure satisfaction. He is in a producer role and is also servicing his clients, which is where he would like to focus. He processing endorsements, adding removing lines, issuing slips of insurance, changing users, renewals, follow up on payment and outstanding documents, and writing NB. He is driven and will put in the work!!
Additional Comments: Some of her daily duties are creating Bonds, invoicing, issuing Certs of Ins, renewals, creates enclosure letters and sends to Producers, Invoicing and assists brokers with review of their work for errors, document review. Thrives on innovation and adaptability, leveraging technology and industry insights to stay ahead of the curve. This enables her to offer forward-thinking solutions. In the fast-paced world of insurance, she meets deadlines and ensures timely completion of tasks.
Goal: Looking for a company that promotes growth, and will allow her to utilize her skills in Commercial Lines and broaden her knowledge in other Specialty Risks.
Additional Comments: She has created contracts for clients and the team, then provides training for the brokers on the systems and what to look for. Receive clients claims calls, review the policy for ways to mitigate risk in future, lead the client with with available resources, then prepared meetings to show clients where the risk lies and suggests products to mitigate future incidents.
Servicing large accounts professionally and informatively. Highly intelligent, educated and on a very fast path to success.
Goal: To find a stable and established company, where she can not only provide exemplary service, but also work in a collaborative team environment, offer mentorship and guidance to newer brokers, eventually seeing herself in a lead role.
Systems: TAM, SIG XP, EPIC, APPLIED RATING, COMPU QUOTE
Years of Experience: 7 years total in PL, 5 years in VIP, 1 Year as a VIP team lead
Education: RIBO active and in good standing, CAIB 1
Additional Comments: She is providing full service, issuing slips of ins, endorsements, mail outs, cover & change letters, policy changes, claims calls & negotiating rates with UW's for the best rates. She stays informed of new products and conducts regular reviews clients files in order to provide them with suggestions on addition coverages, based on their assets and history. She is accustomed to working with LARGE VIP accounts and is able to cross/upsell with ease. An intelligent and delightful professional
