Personal Lines Account Manager

Region: Niagara Region

Work Preference: Hybrid, Office

  • ID: p-50524
  • Description: Introducing a candidate who has such a bubbly personality. She is career driven and enjoys working as a team player. She does everything from A to Z, processing on both the BMS and multiple company portals, she cross sells and upsells to round out accounts. She thoroughly enjoys her interactions with her clients and building positive relationships with them. She started out in Sales and then moved to a brokerage in Service. She enjoys both. She is looking for next steps in her career long-term
  • Goal: She is looking for a new opportunity with a brokerage house that will allow her to grow her career and be able to work with a great team.
  • Accomplishments: RIBO March 2021
  • Systems: EPIC, ARS, Blue Butler, Quandre, Quick Facts, MS Office 365, Multiple Company Portals, CGI,
  • Markets: Multiple markets
  • Years of Experience: 5 years Insurance experience in personal lines
  • Salary: $60k-$65k 3-4 weeks vacation, Benefits, Commission on New Business Hybrid or in office
  • Education: High School Graduate, RIBO, IBAO Looking to commence the CIP courses in the near future
  • Languages: English
  • Location: Niagara Falls, Welland, St. Catharine's, Fonthill, Smithville,
  • Area of Expertise: Personal Lines Service along with Sales
Additional Comments
This candidate is very professional and would be a great asset to any brokerage that hires her. She was an absolute joy to interview.
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