Sr. Personal lines Insurance Professional

Region: Ottawa Region

Work Preference: Hybrid, Remote

  • ID: VIP000003071
  • Description: Senior PL candidate with over 16 years experience is not only dedicated to her clients but also plays an active role in mentoring and developing emerging talent within her organization. Her passion for the industry and commitment to excellence make her a respected figure among peers and a sought-after expert in the world of Personal Lines. She understands that every individual & family has unique requirements, and goes above and beyond to ensure that her clients are well taken care of.
  • Goal: To obtain a position as a PL Underwriter or Direct Writer, OR secure a role as Personal Lines Manager
  • Accomplishments: Met and exceeded sales targets, Positive Customer reviews and Annual Performance Reviews.
  • Systems: EPIC, TAM, POWERBROKER
  • Markets: GUIDWIRE, INTACT, ECONOMICAL, CAA, TRAVELERS, AVIVA, OVATION, MOST MAJOR PLAYERS.
  • Years of Experience: 16 in Personal Lines and 1 one year of UW
  • Salary: 70k plus commission
  • Education: RIBO active and in good standing
  • Languages: English
  • Location: Ottawa
  • Area of Expertise: Home, Auto, Boating, Condo, Recreational Vehicles and Motorcycle
Additional Comments
Builds lasting relationships with clients by prioritizing transparency, communication, and responsiveness. Her ability to guide clients through the decision-making process and carefully explain coverages, has made her a trusted advisor in the industry. She is skilled in negotiation, identifying and spot checking the need for coverages, provides OUTSTANDING full start to finish service. Was also head of PL Service and has experience leading and coaching a team. Truly outstanding candidate.
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