Personal Lines Account Manager

Region: Kitchener, Waterloo, Cambridge Region

Work Preference: Hybrid, Office

  • ID: p-107977
  • Description: Introducing a highly motivated, career focused 13 year RIBO licensed Insurance professional who is also working towards her CAIB designation. She is very personable, a team player and someone who can also work independently with much ease. She is looking for a role as a personal lines account manager, she thoroughly enjoys the service side, gaining relationships with her clients. She processes both on the BMS and many company portals. She also upsells and cross sells to round out accounts.
  • Goal: To move to a brokerage house where she can grow her career and complete her CAIB Designation
  • Accomplishments: RIBO 2010 CAIB 1, 2, 3 completed
  • Systems: EPIC, TAM, SIG XP, Multiple Company Portals, ARS, Microsoft Products, Pulling of MVR, A+ and HITS Reports, and EZITV
  • Markets: Multiple
  • Years of Experience: 13
  • Salary: $63k-$65k 4 weeks vacation, Benefits, Pension
  • Education: RIBO, CAIB 1, 2 and 3
  • Languages: English
  • Location: Waterloo, Cambridge, Kitchener
  • Area of Expertise: Personal Lines including VIP Accounts, Builder's Risks, Vacant Rentals, Absentee Landlord etc
Additional Comments
I thoroughly enjoyed interviewing this candidate. She would be a great asset to any brokerage that hires her.
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