Experienced Commercial Account Manager

Region: Halton Region, Hamilton Region, Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: p-59368
  • Description: This exceptional candidate is a full A-to-Z CL AM handling everything from quoting and binding to renewals, remarketing, and all steps in between. Experienced in reviewing submissions and documents for errors or gaps in coverage, he conducts thorough risk analyses to ensure clients are fully protected. Leveraging his Business Law knowledge, he clearly explains coverage options and provides tailored recommendations, demonstrating their strategic importance to each client’s business.
  • Goal: Resume his career in Account Management, service is his passion, with the option to write NB as it presents organically.
  • Accomplishments: Brought in $500,000 in new business revenue through a combination of new client acquisition, cross-selling, and upselling initiatives, in the final quarter
  • Systems: EPIC, TAM, POWERBROKER, SIG XP
  • Markets: ALL MAJOR MARKETS AND MGA’S. Even participates in social events and outings with many of the UW's, Carrier teams
  • Years of Experience: 4
  • Salary: 65-70k with Commission
  • Education: RIBO Licensed – Ontario • Currently pursuing CRM designation • CIP in progress • BA Business Law
  • Languages: English
  • Location: Based in Thornton, ON, and willing to relocate quickly to align with a new employment opportunity.
  • Area of Expertise: CONSTRUCTION, TRANSPORTATION, FLEET, IRCA, HEALTH AND SCIENCE, TECH-E&O, E&O, D&O, COMMERCIAL REALTY, VACANT PROPERTY, WAREHOUSE, HOSPITALITY, WRAP UPS, CYBER, CRIME, DEVELOPERS, IT, SERVER FARMS,
Additional Comments
Other aspects of his day-to-day include invoicing, endorsements, cancellations, and retention efforts with a strong track record of meeting retention targets. Stays connected and well-regarded within the commercial insurance community. With an exceptional communication style and personable approach, he is someone worth meeting.
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