Additional Comments: She is detail-oriented and highly dependable; she consistently anticipates needs and completes work before it is requested. She takes pride in delivering accurate, organized, and timely support that allows Account Managers to focus on client relationships and growth, making her a valuable and trusted part of any commercial lines team. Additionally, her pleasant and helpful demeanour makes her an absolute pleasure to work with, along with her infectious positivity.
Additional Comments: A highly technical and dependable professional. She manages everything from new client onboarding to cross-selling, upselling, negotiations, and securing the best possible rates. She maintains strong relationships with underwriters, working closely with them and engaging in regular industry events. Personable, reliable, and detail-oriented — hand her a book, and she can service it independently and exceptionally.
Additional Comments: She knows carriers well, including commercial risks at all levels. Her happiness is her clients' happiness, not a job title or a massive salary. Stability, peace of mind, and happy customers are what make her continue to love what she does. She is always willing to help mentor new staff and train and loves to assist her team anyway she can.
Goal: To work in a stable brokerage with less turnover, where she can grow LONG TERM as a professional in an industry she loves with a brokerage she loves and shares same values on customer service
Additional Comments: Adaptable, dependable, and team-oriented. Manages her own book and the manager’s book seamlessly, while supporting her team wherever needed. Respected by clients and colleagues alike, seeking a positive, stable environment to continue her growth.
Additional Comments: She gets the leads and goes to work, securing the relationship and trust to close the sale.
Core Skills: Homeowners & Auto Insurance Bundles, including VIP and High Net Worth
Personal Liability & Umbrella Policies, Risk Assessment & Needs Analysis
Client Relationship Management & Advocacy
With her friendly & knowledgeable approach to sales, she closes the deals, and sets the bar for client relationships
This an inside broker you want to meet, to see personally the value she brings with her
Additional Comments: Skilled in renewals, quoting, invoicing, billing, cancellations, endorsements, and account analysis, with a focus on retention, upselling, and cross-selling. Maintains close communication with clients to anticipate changes in properties, assets, or drivers, ensuring proper coverage and competitive pricing through remarketing when needed. Experienced in quoting new business (typically for producers) and negotiating with underwriters, leveraging excellent relationships and strong listening skills.
Goal: Eager to grow, she actively seeks mentorship and thrives in challenging environments where she can continue developing her technical knowledge and service expertise while contributing positively to the team.
Additional Comments: She’s confident but approachable, always eager to learn and grow. She takes the time to make sure her clients truly understand their coverage and offers thoughtful, tailored suggestions to help them manage risk. With strong negotiation skills, solid technical knowledge, and experience supporting high-risk drivers. She is an excellent candidate and overall an enjoyable individual to work with.
Goal: Use her extensive experience creating and executing groundbreaking solutions to customer mandates, while supporting her advisors in all aspects of their role, including underwriting and lead generation
Additional Comments: Using UW and a Broker’s perspective, she evaluates all aspects of client submissions, understands the appetite of sureties, and develops creative solutions to secure coverage, even for clients initially outside standard guidelines, leveraging financial analysis and alternative structuring. Leading a productive team through the use of analysis, metrics, and KPIs. She has strong market relationships, a commitment to customer excellence, and targets appropriate New Business.
Goal: To obtain a Sr. AM role, and eventually grow into a leadership position in a diverse and cultural environment within that same brokerage. Providing top-quality customer service and driving performance of accountable teams by mentorship, as helping others is his forte.
Systems: EPIC and TAM and a high degree of AI usage and comprehension, latest models capacities etc
Years of Experience: 9 Years in Commercial Insurance and 9 years in PL (took a gap to build a family, and did some altruistic work, to build his character, as he reached success at such an early point in his career. He wanted to give back to community.
Education: 6/10 CIP Courses, IBAO, Completed Postsecondary Business of Insurance 4 semesters of CIP-based course content, underwriting, loss adjusting, liability, and broker studies at Mohawk College. Tony Robinson leadership and coaching course
Salary: 90k-100k with annual bonus or commission (based on location)
Location: Mississauga, Burlington, Kitchener, Cambridge, Stoney Creek, Hamilton, Ancaster, Mount Hope, Paris, Smithville, Mississauga
Additional Comments: One of the most astute insurance professionals, recognized for his passion for community, client service, and fostering a positive workplace culture. Leverages experience in the not-for-profit sector to enhance both personal growth and professional performance. Over the past year, he has excelled driving an educational and client-centered approach, mentoring colleagues, spearheading new programs, and representing his brokerage with professionalism and integrity.
Additional Comments: She is a very sweet and intelligent individual, looking to move up in the Training Development world of insurance. She is happy to get RIBO if required for a training position. She is also open to TSR roles and TSR lead roles.
