Sr. Personal Lines Account Manager

Region: Halton Region, Kitchener, Waterloo, Cambridge Region, Will also work Remote

Work Preference: Hybrid, Remote

  • ID: p-129103
  • Description: My candidate has a strong track record of client retention, relationship management, and exceptional service. Currently responsible for servicing a $2M book of business, managing a diverse portfolio while maintaining a consistently high retention rate. proactively identifying coverage needs and providing solutions-focused advice. Brings strong knowledge of personal lines insurance, excellent attention to detail, & the ability to manage complex client needs while delivering high-quality service.
  • Goal: To secure a role, where she can service clients, with a supportive team.
  • Accomplishments: Successfully led a team to achieve their targets for retention and sales. Has a retention rate of 97%.
  • Systems: EPIC, TAM, POWERBROKER
  • Markets: Aviva, Intact, Jevco, Travelers, Economical, Peel, Wawanesa, Gore, Echelon, Pembridge, Pafco, SGI, Coachman, Maple Mutual, Portage Mutual, and MAX Insurance, as well as several MGA’s Including, Premier Canada, April Marine, Forward Insurance
  • Years of Experience: 15
  • Salary: 66-70k
  • Education: RIBO 2, CAIB, Currently working towards RIBO level 3.
  • Languages: English
  • Location: Cambridge
  • Area of Expertise: All areas of PL Retail
Additional Comments
Her consistency, accountability, and genuine commitment to her clients are a major reason they stay with her year after year. She is ready to take ownership of a book, build lasting relationships, and make an immediate impact within the right brokerage.
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