Personal Lines Account Manager/ CSR

Region: Kitchener, Waterloo, Cambridge Region

Work Preference: Hybrid, Remote

  • ID: p-19209
  • Description: My candidate is an employer's dream! She excels at identifying additional coverages that save clients money while ensuring full protection of their assets. Her core responsibilities include remarketing, renewals, invoicing, billing, and managing payments (received and outstanding). She handles client inquiries with accuracy and care and confidently manages a $1.5M book of business with exceptional organization and ease.
  • Goal: Seeking a role with a stable brokerage known for strong culture and low turnover.
  • Accomplishments: Office go-to for EPIC and IT troubleshooting * Supports clients across multiple lines, including mono-line and bundled solutions * Highly praised by clients for her commitment, responsiveness, and exceptional service
  • Systems: EPIC, ARS, GOLIATH
  • Markets: All major portals, large markets and mutuals, Premiere, April, MGAs, Aviva Elite
  • Years of Experience: 6 Years
  • Salary: 67-70k with commission or bonus
  • Education: RIBO, BUSINESS ADMIN – DIPLOMA
  • Languages: English
  • Location: WELLSLEY, KW, Paris
  • Area of Expertise: Home, Auto, Contents, Boats, Cottages, Secondary Homes, IRCA, Trailers, RVs, Snowmobiles, ATVs
Additional Comments
A highly technical and dependable professional. She manages everything from new client onboarding to cross-selling, upselling, negotiations, and securing the best possible rates. She maintains strong relationships with underwriters, working closely with them and engaging in regular industry events. Personable, reliable, and detail-oriented — hand her a book, and she can service it independently and exceptionally.
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