Personal and Commercial Account Manager

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-150811
  • Description: He specializes in Personal lines and SME accounts, up to $90K in premium, and confidently manages and services a book of business up to $2M. He handles the full client lifecycle with ease, including servicing, renewals, remarkets, endorsements, cancellations, and premium financing. With meticulous attention to detail, he excels in policy analysis, ensuring accuracy across all documentation. His clients adore him and his dedication to their needs, as reflected in his impressive retention rate.
  • Goal: To find a brokerage that has more growth, the ability to broaden his skills and grow in his field, in a health work environment and team collaboration.
  • Accomplishments: Commended by his leads for going above and beyond to secure the best possible rates, always advocating for his clients and delivering exceptional, relationship-driven service.
  • Systems: EPIC, Applied Rating
  • Markets: All Major Markets and MGA's, Portals
  • Years of Experience: 4
  • Salary: 60-65k with commission or bonus
  • Education: RIBO
  • Languages: English, Hindi and Punjabi
  • Location: AJAX, OSHAWA, MARKHAM, RICHMOND HILL, CONCORD -Hyrbrid (in office if in Ajax, Whitby or Oshawa)
  • Area of Expertise: PERSONAL LINES: HOME AND AUTO, TRAILERS, WATERCRAFT, MOTORCYLE. COMMERCIAL LINES: HOSPITALITY, E&O, D&O, GARAGE, REAL ESTATE, COMMERCIAL PROPERTIES, BUILDERS RISK, CGL, CONTRACTORS, COMMERCIAL FLEET, TRANSPORTATION, IRCA, CRIME, WAREHOUSE
Additional Comments
He is particularly strong in identifying opportunities for upselling and cross-selling, consistently maximizing account value while maintaining client trust, along with other AM duties, like invoicing, cancellations, document follow-up, and processing. This gentleman is friendly, patient, and genuinely passionate about what he does, making each client feel like they’re his only one, resulting in strong relationships and excellent retention. A great team is exceptionally important to him.
Contact Recruiter:
All CANDIDATE PROFILES

We’ve perfected our strategy to reach passive candidates in a wide variety of career opportunities and fields of expertise in the insurance industry over the past 37 years. 

COMPANY
Discover
Support
Let's Connect!
Facebook Linkedin-in
Job Born Executive Search Inc. © 2022 All rights reserved