Personal Account Manager

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-199986
  • Description: With almost a decade in Personal insurance, this individual is handling full client service needs, from endorsements and policy changes to issuing slips, ensuring clients receive exceptional support. Highly analytical in assessing markets and metrics, while also known for a personable style, strong connections, and active participation in industry events. He has serviced a 1M book, and brought in over 700k in New Business premium, without compromising his clients service needs.
  • Goal: To work at a customer service oriented brokerage, where he service his clients, initiate opportunities to cross sell and network new business, without compromising his clients needs, and their quality of service
  • Accomplishments: Recognized for surpassing goals.
  • Systems: Epic, Guidewire, Salesforce
  • Markets: All Major Portals
  • Years of Experience: 8 years in Personal Lines, including service, sales and marketing
  • Salary: 65-70k with commission
  • Education: RIBO, BA
  • Languages: English
  • Location: Ajax, Scarborough, Toronto, Markham, Oshawa, Whitby, Stouffville
  • Area of Expertise: Home And Auto, Luxury Vehicles, High Value Homes, Has Worked on Some small business Commercial Accounts
Additional Comments
Clear and articulate communicator, active listener, problem solver and lover of Insurance and people! This gentleman makes for a essential member of any team he works for. He truly cares about the brokerages growth, success and his clients protection and understanding of insurance. He chases a good environment, where quality service is priority over montary offering. He is a true professional.
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