Personal Lines Sales and Service Professional

Region: Ottawa Region, Will also work Remote

Work Preference: Hybrid, Remote

  • ID: 127315
  • Description: A very passionate, positive and growth focused individual, who is not only selling and servicing her current book, but has assumed managerial duties as well, by training and mentoring staff online through chats, as well as in office. She provides sales strategies to her colleagues to assist them on how to increase their numbers, keeping on track to achieve team targets, driving New Business, adding to the teams and companies success. She takes great pride in assisting her team achieve goals.
  • Goal: To take her Sales, and "acting" managerial experience into a company where she can retire as a manager, leading a positive and highly successful team.
  • Accomplishments: Had been repeatedly asked to apply internally for the Sales Manager role, which is her dream, however the company made mass layoffs, lost carriers and lost a significant amount of business and she felt the stability of the company was significantly in Jeopardy.
  • Systems: POWERBROKER AND EPIC
  • Markets: ALL MAJOR PLAYERS, INCLUDING COMMONWELL
  • Years of Experience: 7 Years PL Sales and Service Exp. 2 Years as "acting manager" of PL Sales
  • Salary: 80k
  • Education: RIBO,
  • Languages: English,
  • Location: Luskville QB - seeking Remote/1 day in office weekly
  • Area of Expertise: HOME, AUTO, COTTAGE, TRAILER, RV, WATERCRAFT, VIP CLIENTELE - luxury vehicles, fine art, jewelry, multimillion dollar homes
Additional Comments
This is an exceptional women, who takes on managerial duties, while maintaining a 98% retention rate & building on a 3mil BOB. She has brought over 840k in NB last year, & takes great pride seeing her colleagues utilizing her advice,to hit their targets & stay on top of workloads. She was in HR, prior to insurance, and is highly familiar at reviewing metrics, and identifying areas of improvement, which she still uses in ins. She is destined for management, as she has so much to give.
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