MAY 10, 2022
Personal lines, Commercial Lines – Small Business An EXCEPTIONAL candidate with over 25 years of Insurance experience in P&C, specializing in PL, Small Business CL and all aspects of Broker Management – including Internet Marketing, Sales, UW, Policy Admin, IT and HR . Has many years of Life and Disability Insurance Sales and Service experience to bring to the table as well – looking for CONTRACT /CONSULTING position
Goal: To use his extensive knowledge & experience gained over his insurance career to assist Brokers/Insurance Companies in any aspect needed – remarketing a BOB, Special Projects, Training, Underwriting, setting up Systems etc
Systems: TAM, EPIC, CQ, Outlook
Markets: Aviva, Chieftain, Travelers, Intact, SGI/COACHMAN, Wawanesa, Unica
Years of experience: Over 25 years
LOCATION: resides in VAUGHAN- open to Hybrid opportunity 1-2x per week in office – GTA or Barrie
Education: BA, MBA
Languages : English
Work Preference: Hybrid preferred
Salary : Let’s talk!
Contact : Cindy Gowing email@example.com 519-572-6095
APRIL 28, 2022
PERSONAL LINES PRODUCER
Exceptional candidate with 17 years in the insurance company industry. 9 years with the last company. Very confidant in his abilities. Currently manages a book of 6-7 million. He does not own the book.
Goal: Looking to join a brokerage in which will allow him to build his own book of business. Open to exploring positions that will provide salary + commission to start until he grows his book.
Years of experience: 17 years
Salary : Looking for the going rate.
Education: RIBO, OTL, LLQP, Travel & Tourism
Languages : English, Spanish
Work Preference: Comfortable working from home or from the office.
Location: Barrie area (within 30km drive if working in the office)
Cristin Filipuzzi firstname.lastname@example.org 289-233-4691
MARCH 9, 2022
PL MANAGER & BROKER ID#:p-SSL3332173
Hands on Personal Lines Manager responsible for handling a book of business as well as responsible for:
• Providing continual training programs to enhance employee knowledge of best practices, and the companies changing underwriting appetite .
• Recruiting, and hiring qualiﬁed candidates to ﬁll open positions.
• Coaching employees on additional job positions to maintain coverage of roles.
Goal: To work as a PL Supervisor closer to home (Barrie).
• Systems: Powerbroker, TAM (a little)
• Years of experience: 20 years
• Markets: Most markets.
• Salary : Looking for mid 70’s.
• Education: RIBO, BA, CAIB
• Languages : English
• Work Preference: Comfortable working in the office. Cristin Filipuzzi 289-233-4691 email@example.com
NOVEMBER 30, 2021
PERSONAL LINES ACCOUNT MANAGER-RETENTION MINDED
Current Role: Personal Lines Account Manager
This candidate is empathetic to the needs of clients. With her strong background in Personal Lines related knowledge she is sure to be an asset in her new placement. With the goal of servicing clients’ needs first, creating a connection and increasing retention, any brokerage will benefit through this hire.
Skills: Self-Reliant & Self-Disciplined, Excellent Organizational Skills, New Business to Policy Changes, Portal Entries to Portal Trouble Shooting Errors, Underwriting to Claims Counselling, Compassionate & Empathetic- willing to go the extra distance- – Major Markets & MGAs
Candidate Location Interests: Remote ONLY
Education: Valid RIBO License
Broker Management Systems: Powerbroker, Tams, Outlook, Excel, Word, Various Insurer Portals
Candidate Salary: Let’s talk — The right fit of candidate to company matters — Range from: $63K
Candidate Asks & Availability: Organized Environment with Team Support, Benefits -100% coverage, 4wks vacation- Biweekly
Contact: Angela D firstname.lastname@example.org 1-844-IDREM4U(437-3648)
NOVEMBER 15, 2021
Personal Lines CSR
Solid, Goal Oriented, Professional and Proficient Insurance Broker with 8 years of Customer Service/Sales in the Industry. Experienced in handling the full spectrum of Personal Lines business from quoting to end product. Well versed with multiple markets and their portals.
She is loyal , diligent, has great work ethic and likes to get things done right the first time!
My candidate is articulate with great phone presence and is sure to be a welcome voice to all clients and will provide service with a smile in her voice! Truly someone you would want on your Team
Work Preference: Remote
Location: Barrie Region
Goal: Personal Lines Account Manager
Systems: TAM, Power Broker, EPIC, Proficient in Microsoft Word, Outlook, Excel, Company Portals and websites, word processing, Social Media
Years of experience: 8 years
Markets: All major markets
Salary : $59k plus commission on NB Sales, 4 weeks, full benefits
Languages : English
Contact: Cindy Gowing 519-572-6095 email@example.com
OCTOBER 27, 2021
Commercial Lines CSR/Sales
My candidate has been in a Personal Lines Account Manager role for the last 4 years. She brings customer service and sales experience to the table; consistently achieving all targets.
She has completed her CAIB and working towards her CIP designation as the moment.
Looking to transition into Commercial lines position
Work Preference: Hybrid would be ideal
Location: Newmarket, Keswick- (within 45-60 min drive from Keswick)
GOAL: Looking to continue her lifelong passion in the insurance industry
preferably in Risk Management position. Searching for somewhere she can build and grow and enjoy the challenges that come with it.
System: Windows OS Microsoft Office , Excel, Power Point, Insurance Portals , Applied Rating, SIG XP, EPIC
Markets: All major markets
Salary History and Expectations: $52,000 plus commission, benefits, 3 weeks vacation
EDUCATION AND LICENCES: RIBO, CAIB, working towards CIP
Cindy Gowing firstname.lastname@example.org 519-572-6095
APRIL 21, 2021
Introduction: Commercial Lines Marketing and Sales Manager, with CAIB, pursuing CIP.
Results focused, fast moving, innovative, solutions oriented. Embraces change and technology. Creates partnerships, develops and maintains key relationships,
excels at coaching and development with a collaborative approach with a focus on organizational success and profitability.
Accomplishments: IBAO Award of Excellence, Young Broker of the Year Finalist.
Systems: Epic, Sig XP, Powerbroker, Compuquote, Policyworks, ComXP, Sales force, Microsoft Office Suite
Years of experience: 14 years in the insurance industry and 9 years in a managerial role
Areas of Expertise: Small to Mid Market, Program Development, Specialty Risks.
Salary: $100K TBD, 3 wks, Benefits
Education: CAIB, Executive MBA, Bachelor of Commerce Bachelor of Marketing, RIBO, Pursuing CIP (7 completed)
Languages : English & French (spoken & read)
Location: Barrie, York Region, Toronto – hybrid work from home preferred. OR WORK FROM HOME
Contact: Meredith Howell 647-766-1758 email@example.com
Introduction: Personal Lines Inside Sales
Goal: Personal Lines Inside Sales
Systems: Power Broker, EPIC, APPLIED RATING
Years of experience: 21 years
Markets and Portals: Intact, RSA, Economical, AVIVA, Travellers and Wawanesa
Salary : $50K to 55K plus commission with full benefits and 3 wks vacation
Locations: Barrie, Orillia, Midland, Newmarket and Aurora
Languages : English
Contact: firstname.lastname@example.org 647-766-1758