Personal and Commercial Insurance Broker / Life Insurance Agent

Region: Barrie Region, York Region

  • ID: p-120550
  • Description: An accomplished Personal and Commercial broker, with 3 experience in sales, and excels in Customer Service. He has spent the past 9 months in the Wealth Management department, however he found it knowledgeable and can apply in his future endeavors, he is truly a Broker at heart. He was servicing a 4 mil BOB, plus cross selling and upselling, speaking with his clients regarding their needs and discussing new products that may be of benefit. He is intelligent and pleasant all in one.
  • Goal: To return to brokering and Servicing his clients, eventually grow into a leadership role, developing his own team
  • Accomplishments: N/A
  • Systems: EPIC, Applied Rating, CompuQuote
  • Markets: PL: AVIVA, PEMBRIDGE, CAA, INTACT, NORTHBRIDGE, ECHELON, ECONOMICAL, CL – MOST MAJOR MARKETS, MGA’S, PAFCO , JEFCO, LLOYDS ETC.
  • Years of Experience: 3 years of Commercial and Personal Combined
  • Salary: 75 to 80k
  • Education: LLQP and RIBO
  • Languages: English
  • Location: Barrie - able to travel anywhere along the 400.
  • Area of Expertise: BUILDERS RISK, CONSTRUCTION, CGL, VACANT, WHOLESALERS, RESTAURANTS, ANTIQUE STORE, ART SCHOOLS, RESORTS, PROPERTY, MANUFACTURING
Additional Comments
Reviewing renewals, negotiating with UW’s for best rates, account review for additional products his clients may be of benefit for. Policy changes, reducing cancellation numbers, by going above and beyond to secure better rates, or if he is adding recommended products. Able to actively listen and manage difficult calls or clients. He is well spoken and enjoys ensuring his clients are getting the best rates and coverages. He exceeds sales goals, and client expectations continuously.
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