Personal Lines Account Manager - High Net Worth

Region: Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: P-211536
  • Description: Dedicated PL insurance professional with extensive High Net Worth experience, including previous experience as a Senior Advisor with a HNW insurer. Currently manages a book of 300 clients, plus a shared book of approximately 250. Proven leadership experience leading a team of 6, training and coaching new hires, and establishing efficient workflows. Known for exceptional client service and turning challenging conversations into positive ones
  • Goal: Goal is to take the next step in his career in a Personal Lines Manager or Team Lead role
  • Accomplishments: Managed a diverse High-Net-Worth P&C portfolio, increasing premium by 15% through strong client relationships and data-driven strategies
  • Systems: Epic | Applied Rating Service | Guidewire
  • Markets: Chubb | Aviva Ovation | Northbridge Onyx | Intact Prestige Pure
  • Years of Experience: 8 years of experience in Personal Lines
  • Salary: $90K+ for a managerial role
  • Education: RIBO Licensed Ontario & Alberta | College Diploma | Pursuing CIP and CRM Designation
  • Languages: English
  • Location: Toronto
  • Area of Expertise: Personal Lines Service, Sales & Training
Additional Comments: N/A
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