Sr. Personal Lines Account Manager

Region: Toronto Region, York Region

Work Preference: Hybrid

  • ID: p-102202
  • Description: Articulate and communicative PL professional, who has worked on Books, approx 2.5M in PL retail. Her friendly personality allows her to easily bond with her team and clients, making long term relationships. She is doing full cycle Account Management, from writing NB to issuing slips of insurance. She is exceptionally well versed on company portals and is a super user of some of the BMS she has used. She is keen and experienced, looking for growth, loves continuous learning.
  • Goal: To eventually learn some VIP, potentially Commercial. She loves PL and is happy in account management.
  • Accomplishments: She has a vast amount of 5 star reviews from her clients, and receives many referrals as a result of her excellent service.
  • Systems: POWERBROKER, EPIC, COMPU QUOTE
  • Markets: All Major Portals
  • Years of Experience: 6 Years
  • Salary: 68k plus commission or bonus
  • Education: RIBO
  • Languages: English
  • Location: Markham, Richmond Hill, North York
  • Area of Expertise: Home and Auto
Additional Comments
My candidate has spread her career across 2 companies in 6 years. She is seeking a brokerage with positive energy, collaborative team, opportunity to learn, she believes you can never learn enough. Her ability to complete tasks as, endorsements, policy changes, process portal payment, replying to client calls & emails are a few key daily duties she is happily responsible for. She goes above and beyond for her clients & brokerage with pride, ethics, integrity and VERY keen eye for detail.
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