Region: Durham Region, Toronto Region, York Region
Work Preference: Hybrid, Remote
ID: VIP000002590
Description: An insurance professional with over 20 years in commercial and personal lines sales & service who is committed to providing the BEST possible customer experience. Seeking to move into MID MARKET AM role to further his growth and career opportunities by joining a positive, progressive brokerage.
Manages a Commercial Lines book of business, delivering strong client service and retention. Leads renewal reviews and remarketing strategies to maintain and grow accounts
Goal: To find a challenging and rewarding position servicing/sales of MID MARKET risks where he can utilize his skills, providing excellent customer service along the way
Accomplishments: N/A
Systems: EPIC, TAM ,Word, Excel, Casper
Markets: All major markets and their portals, MGAs
Years of Experience: 20 years in Industry
Salary: $80-85k plus benefits, vacation
Education: RIBO, FCIP, CRM, CIP instructor, BA Business Admin, LLQP
Languages: English
Location: Durham, York, Toronto
Area of Expertise: Commercial Lines
Additional Comments Drove new business sales within the commercial segment
Selected as Commercial Advisor Coach, providing training and mentorship to team members