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Haldimand Norfolk

AUGUST 25, 2021

Personal Lines/Small Commercial Professional
ID#: p-31450
Work Preference: Office
Location: Flexible
Goal: TSR and CSR roles (Service/Sales)
Systems: Epic, Power Broker, ARS, Proficient in Microsoft
Years of experience: 14 years (1 yr Brokerage, 13 yrs Insurance Company) 22 years Customer Service
Markets: All Industries Companies and has Portal Knowledge
Salary : Flexible
Education: Passed RIBO Exam – May 2021, College Diploma
Languages : English
Contact: Lexi Williams, (437) 234-3420

FEBRUARY 12, 2021

Introduction: A well-rounded Insurance Professional who is experienced in both Commercial and Personal Lines, Business Development, Sales, Customer Service and Claims) This is someone you don’t want to MISS!
ID#: p-2675
Goal: Business Developing Role, Sales roles.
Systems: Power Broker, Epic, CompuQuote, Applied Rater. Portal Experience
Years of experience: Over 3 years
Markets: All Industries Companies and has Portal Knowledge
Salary : Up for discussion
Education: RIBO Licensed, Bachelor of Business Administration Degree, Chartered Insurance Professional
Languages : English, Greek
Contact: Lexi Williams, (437) 234-3420

FEBRUARY 2, 2021

Introduction: Personal Lines Broker Assistant/TSR
Goal: She would like develop a career in Personal lines as CSR/Broker
Systems: EPIC, Applied Rating System, SIGxP, Foneco, High profiency in Microsoft 365, Excel and PowerPoints
Years of experience: With over a year experience as Personal Lines Broker Assistant
Markets/Portals: Aviva, Intact, Eco, Wawanesa, Facility, Jevco and more
Salary : $45K with full benefits and 3 weeks vacation
Education: Writing her RIBO Exam on Feb. 19, 2021, Degree in Labour Studies
Languages : English

JANUARY 8, 2021

INTRODUCTION – A well educated CSR Candidate, experienced in both underwriting, service, support and administrative roles.
GOAL – Underwriting or CSR with future potential in underwriting
SYSTEM – Company System, Portal knowledge and Proficient in Microsoft Office, Word, Excel and PowerPoint
MARKETS – All industries
EDUCATION – RIBO Licensed expired but willing to reinstate if position required it, MBA in Business Management and Marketing
Languages : English
Contact: Lexi Williams, (437) 234-3420

DECEMBER 11,2020

Senior Broker and Trainer
ID#: VIP000001186
Goal: Personal Line Manager
Systems Savers, TAM, EPIC, CQ, Power BI, PowerBroker, SAS (basic) Advanced skills in using MS–Word, MS-Excel, MS-PowerPoint, MS-Access, Internet Explorer, Chrome, Outlook, CRM, Halcion
Years of experience: 11+
Salary : $720000k, 4 weeks vacation, Benefits
Education: BSc-Economics , RIBO CIP- (in progress)
Languages : English, French & Creole


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