Description: A clear vision on taking the steps required to secure a role within the independent broker channel.
Mature, experienced in administrative positions. Various rolls; documentation, underwriting, letter templates, responding in a timely manner on multiple email accounts, creating/formatting spreadsheets.
Exceptional customer experience, managing client accounts, filing, scheduling meetings, and so much more.
Goal: Personal Lines TSR, Junior PL Service Representative
Accomplishments: 5 years as CSR and TSA in Life & Benefits platform
Systems: BMS - learn any BMS and middleware apps easily
Markets: N/A
Years of Experience: 5 years
Salary: $45K +
Education: LLQP exam in 2022, RIBO exam expectation 2023
Languages: English
Location: Hamilton, Stoney Creek
Area of Expertise: N/A
Additional Comments COLLABERATIVE TEAM PLAYER: Work efficiently and always meeting deadlines!