Personal Lines Account Manager

Region: Peel Region, York Region

Work Preference: Hybrid, Remote

  • ID: G00033343
  • Description: Exemplary professional, looking to focus more on service as that is her true passion. She has brought in over 1M in new business and was servicing a 3.5M BOB. She has some commercial experience as well and would love to broaden her knowledge base. She is experienced in full start-to-finish service, building great rapport with UWs, daily service tasks, along with leadership experience. She has an extraordinary attention to detail ability, allowing her to make the most suitable suggestions
  • Goal: To learn Commercial, be in a client facing role, where she can sell if the opportunity arises
  • Accomplishments: Top in sales consecutively, until moving to service, COMMENDED BY Management for offering to mentor new or Jr. Staff, she goes above and beyond and doesn't look at things, as what her job duty is, she will provide assistance and support to new and existing staff, and is always willing to help if someone is inundated if she can
  • Systems: EPIC, TAM POWERBROKER, SIG XP, COMPU QUOTE
  • Markets: AVIVA INTACT, TRAVELERS, ECONOMICAL, WAWA, COACHMAN, SGI, CAA, CHUBB, OVATION, PRESTIGE, MOST MAJOR MARKETS
  • Years of Experience: 4.5 years of PL AM, 3 years PL SALES only, 1 year PL TSR = PL 7 years of Broker experience
  • Salary: 60k to 65k plus commission
  • Education: RIBO - will need to be reactivated upon employment, CIP Aspirant
  • Languages: English
  • Location: Mississauga and Vaughan Hyrbid
  • Area of Expertise: Home, Auto, Watercraft, RV, Trailer, Motorcycle
Additional Comments
She hits the ground running and is ready to start servicing her clients. She is highly tech-savvy and personable, able to draw people in and build relationships, which is how she gets referrals for NB. She processes changes on the system quickly and efficiently to ensure her clients aren’t waiting. She is eager to return to servicing.
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