Personal lines Account Manager

Region: Hamilton Region, Niagara Region

Work Preference: Hybrid, Office, Remote

  • ID: p-133090
  • Description: He is skilled in quoting, writing, binding, and renewing policies; processing endorsements, cancellations, and policy changes; handling client inquiries, claims support, and risk mitigation guidance; generating new business through referrals and prospecting; maintaining accurate client records; and ensuring compliance with regulations. He thrives in brokerages that prioritize integrity, customer service, and access to broad markets, and with his knowledge, positivity, and client-first approach
  • Goal: Bring his expertise and experience to an established brokerage, providing exceptional long-term service to his clients while contributing to the brokerage’s reputation and values. Would love to learn HNW over time.
  • Accomplishments: Brought in 500k New Business while he doing both sales and service
  • Systems: ARS, PowerBroker
  • Markets: All Major Portals
  • Years of Experience: 10 Personal lines, 2.5 in Commercial Sales.
  • Salary: 65-70k with commission or bonus
  • Education: RIBO
  • Languages: English
  • Location: Welland. In office : Welland, St. Catherines, Smithville, Niagara Falls, Fort Erie in office, Hybrid - Hamilton, Ancaster, Stoney Creek
  • Area of Expertise: P&C Home, Auto, RVs, ATVs, boats, motorcycles, mobile homes, rented/vacant properties, student rentals, VIP high-value clients; Commercial—small business, hospitality, trades, and Builders Risk
Additional Comments
Highly ethical, client-focused insurance professional with over 10 years in Personal Lines and 2.5 years in Commercial Lines sales. He is aware of your expectations and is eager to meet and demonstrate what he can bring to your brokerage. He maintains a high referral rate thanks to his dedication to client satisfaction, ensuring each client gets the coverage they need.
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