Personal Lines Account Manager

Region: Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-211835
  • Description: My candidate is a bright, personable individual who brings stability, strong relationship-building skills, and hands-on A to Z account management experience to every client interaction. With a proven history of being responsive, organized, dependable, and thorough, she has a strong understanding that her role is to know her clients and anticipate their needs. She is the type of professional employers can count on to become a reliable, long-term member of their team.
  • Goal: She is eager to be part of a collaborative environment that supports professional development, encourages new ideas, and provides opportunities for long-term growth.
  • Accomplishments: Was asked to manage both branch managers books, due to her high quality service
  • Systems: ACTURIS, POWERBROKER,
  • Markets: All Major Portals
  • Years of Experience: 4
  • Salary: 56-63K Plus Commission or Bonus
  • Education: RIBO, HONS BBA -MARKETING MANAGEMENT
  • Languages: English – Fluent • Mandarin – Native
  • Location: MARKHAM, RICHMOND HILL, MISSISSAUGA, AURORA, DOWNTOWN, CONCORD
  • Area of Expertise: Home and Auto, Is also doing 10% COMMERICAL LINES working with MGA's, SME, CGL and Contractors
Additional Comments
Experienced in managing two books of business with accounts ranging from $2K–$10K, who is comfortable owning the day-to-day servicing needs of her clients. She is a full service Account Manager
Endorsements & policy changes
Renewals & remarketing
Applications & slips
New business calls & follow-ups
Policy reviews
Invoicing & billing
Cross-selling & upselling
Client retention & relationship management
Day-to-day account servicing and follow-through
She is worth having a conversation with
Contact Recruiter:
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