Personal Lines Sales and Service

Region: Halton Region, Peel Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-33819
  • Description: Truly blown away at the level of professionalism displayed in our interview. He is highly skilled, knowledgeable, and very motivated. Highly professional and personable lines professional. He brought in over $850K in new business premium in 2024 and has experience with HNW clients. Creative, driven, and confident, he builds trust easily and knows how to turn connections into lasting relationships. A natural mentor and leader, having successfully led a team of five personal lines professionals.
  • Goal: To take his experience to the next level, training and leading, while still doing sales and mentorship, is also content in a sales and service role, as long as he is helping others, he feels fulfilled.
  • Accomplishments: Surpasses sales targets
  • Systems: Epic and Powerbroker
  • Markets: All Major Portals, HNW - CHUBB, PRESTIGE, OVATION, He is familiar with some of the CL markets.
  • Years of Experience: 9 Sales, 1 year UW, 1 Year Account Manager and Sales Broker
  • Salary: 70k base plus commission (negotiable)
  • Education: RIBO, BBA, MBA- Finance
  • Languages: English
  • Location: Brampton, Burlington, Stoney Creek, GTA, Vaughan
  • Area of Expertise: Personal Lines Retail, Some VIP, and a little Commercial
Additional Comments
He is very numbers-oriented and sales-driven, as it has been his forte for over 9 years. He is getting leads and also hunting for new business. He is willing to be in office, as it is important for learning, and loves meeting clients on site.
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