Sr. Private Client Account Manager and Lead

Region: Toronto Region

Work Preference: Hybrid, Office, Remote

  • ID: VIP000006724
  • Description: I had the pleasure of connecting with an exceptional insurance professional whose passion for the industry is evident. What stood out most during our conversation was her unwavering loyalty—not only to the insurance industry but also to the brokerages she has represented throughout her career. She speaks highly of her leaders, values strong working relationships, and consistently looks for ways to improve processes while delivering an outstanding client experience.
  • Goal: To find a role in the PL VIP sector where she can service her clients with the white glove service they deserve. A place she can call her forever work home
  • Accomplishments: Having dealt with VIP clients, she has always made sure that the policy offers the best coverage they have peace of mind should there ever be a claim. Her relationship with her clients has always been very important to her.
  • Systems: Epic/Agency Manager/Tam
  • Markets: All Major Portals and VIP markets
  • Years of Experience: 25+ years in Personal Lines Insurance. 18 months of Personal Lines management and operational leadership experience.
  • Salary: 80-90k + Commission or Bonus
  • Education: RIBO
  • Languages: English
  • Location: Toronto, North York, Downtown or Remote
  • Area of Expertise: HOME, AUTO, BOATS, SEASONAL PROPERTIES, JEWELRY, ART, HIGH VALUE HOMES, MUSICAL INSTRUMENTS,
Additional Comments
Her approach is rooted in advocacy, attention to detail, and a genuine commitment to protecting clients’ lifestyles and assets through tailored coverage recommendations. A respected senior team member with extensive experience managing complex portfolios, improving operational procedures, mentoring colleagues, and serving as a trusted resource to leadership. Dedicated to delivering a true white-glove client experience while maintaining exceptional retention and long-term relationships.
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