Sr. Personal Lines Account Manager

Region: Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-146191
  • Description: Responsible for writing new business, remarketing accounts, and managing renewals while handling endorsements, policy changes, reinstatements, cancellations, and invoicing. Oversees updates to the BMS, negotiates terms, prepares slips, and drives strong retention results. Manages a $500K book of business, including incoming service calls, with approximately 40% VIP clients, delivering high-touch, relationship-focused service.
  • Goal: To secure a stable role at an established brokerage, and grow within an with the compnay.
  • Accomplishments: N/A
  • Systems: EPIC AND POWERBROKER
  • Markets: All Major Portals and carriers including VIP CARRIERS, CHUBB, MAXX, FORWARD, PRESTIGE, ONYX
  • Years of Experience: 6+ in Personal Lines
  • Salary: 70-75k
  • Education: RIBO, planning CAIB
  • Languages: English
  • Location: Brampton, Mississauga, Vaughan,
  • Area of Expertise: PL Retail, Multi Million dollar homes
Additional Comments
Identifies opportunities for upselling and cross-selling, including umbrella policies, while advocating on behalf of clients with carriers. Skilled in de-escalating complex situations and resolving challenges with positive outcomes, ensuring consistent follow-up on all client inquiries and concerns
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