Goal: To LEARN, she starves for knowledge and is eager to work with established brokers, to mentor her and further develop her skills. She loves people and that is what is drives her to succeed in this industry, helping people understand coverage, and saving them money.
Additional Comments: Having started as a TSR supporting a team of 7, she knows the back end work in and out. She swiftly moved into CSR Position, as she picking things up so quickly, completing tasks like endorsements, renewals, quoting, issuing slips, add/remove to policies. She answers emails and calls from clients promptly, taking time to ensure they're queries were addressed and updates the BMS. She was turning cancellations into renewals & monthly renewal reviews. Great communicator and enthusiasm.
Additional Comments: Values that Drive her Work- Integrity and Transparency: Trust ! She is committed to building it by providing clear, honest guidance in every interaction. Continuous Improvement: She is passionate about lifelong learning, regularly seeking out new knowledge to improve her skills & keep up with industry changes. Empathy & Respect: Known for her diplomatic approach, she prioritizes building an inclusive and productive work environment where everyone’s contributions are valued
Additional Comments: Highly efficient and detailed oriented individual who prioritize reviewing policies for accuracy, and noting any discrepancies for correction, she is processing endorsements, policy changes, cancellations, following up on documents and payments in a friendly and professional manner. She updates client records and is diligent about noting in the systems. She is professional and eager to learn. She has the drive!
