Personal Lines and VIP AM & SME Professional

Region: Windsor Region

Work Preference: Remote

  • ID: p-1948
  • Description: Highly loyal, energetic & passionate Personal Lines Account Manager. She is doing start to finish service. Managing a robust Book, working on accounts up to 1 mil in Prem. She is up to date on products, risk analysis, very experienced in VIP clientele as well, along with underwriting and managerial experience. She is absolutely lovely to speak with and very client centric. She is passionate about her clients, values those relationships and is looking for a company that feels the same way!
  • Goal: To be with a client focused company, where she can service a book, grow into a management role, utilize her skills and experience to the fullest.
  • Accomplishments: Exceeds her sales targets, and has 92% retention rate.
  • Systems: TAM, MASTER USER OF EPIC, ARS
  • Markets: AVIVA, ECONOMICAL, CAA, INTACT, GORE, COMMONWELL, PREMIERE, PRESTIGE, CHUBB, ONYX AND OVATION, and more
  • Years of Experience: 8.5 Years as Personal Lines Account Manager, 2 Years as office Manager an Underwriter (her first job in the industry)
  • Salary: 68k to 71k
  • Education: RIBO, Is doing her CAIB in 2024
  • Languages: English
  • Location: Windsor - Needs remote
  • Area of Expertise: Home, Auto, SME, VIP clientele - Fine Art, Jewelry, Multi Million dollar homes and Cottages, Marine, Luxury Vehicles
Additional Comments
Very versatile candidate, working accounts up to 1mil, she has a personal hands on approach providing start to finish service. She is passionate about insurance, helping people and building relationships clients, her team and UW’s. She gets the best rates for her customers, exceeds her targets, and is able to handle difficult situations on her own. She is an independent, knowledgeable, goal oriented people person who loves a fast paced , challenging environment. She is your PL go to!!!
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