SR Personal Lines Account Manager (CSR) with VIP experience

Region: Guelph Region, Hamilton Region, Kitchener, Waterloo, Cambridge Region, Will also work Remote

Work Preference: Hybrid, Office

  • ID: VIP000004861
  • Description: Introducing a highly motivated 18 year Insurance Professional . She has worn many hats which include working in a call center, working with VIP clientele, being a Team Lead for personal lines and as an Office Manager. She also has underwritten new business, processes on both the BMS and multiple company portals, cross sells and upsells at every chance. She is looking to get back into a position working with VIP clientele or a team lead position in Personal Lines.
  • Goal: To continue to work within a respected brokerage house in personal lines with VIP Clientele
  • Accomplishments: RIBO, CAIB 1-4 completed
  • Systems: EPIC, Power Broker, TAM, SIG XP, ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+ and HITS Reports, and EZITV
  • Markets: All Major Markets, MGA'S, AVIVA, CHUBB, LLOYD'S. OVATION, PRESTIGE, NORTHBRIDGE
  • Years of Experience: 18 years RIBO Licensed 7+ years VIP Personal Lines CSR, 4 +years CSR/Office Manager, 5+ years Personal Lines Team Lead
  • Salary: $70K, 4 weeks vacation, benefits, commission on new business
  • Education: RIBO 2006, CAIB 1-4 completed just waiting to complete the final exam to obtain her designation
  • Languages: English
  • Location: Cambridge and surrounding areas or anywhere "remote"
  • Area of Expertise: Personal Lines VIP, Underwriting, Sales, Service , Review of Inspection Reports (Electrical, Plumbing, Heating, Home Evaluations)
Additional Comments
This candidate would bring experience, stability and knowledge to you team. Great attitude! Very personable, she can work as a team player or on her own with much ease. She would be a great asset to any brokerage house.
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