Description: A versatile commercial account manager with experience handling inbound and follow-up calls, cold leads, and referrals from networking events. Skilled in managing accounts end-to-end, including new business, renewals, endorsements, policy changes, cross-selling, upselling, and remarketing. Eager to develop and grow in her career working with SME to mid-size accounts.
Goal: Looking to be full time in a service/client facing role, with less focus on sales, servicing a book. Adding Risk Management to her repertoire
Accomplishments: N/A
Systems: EPIC, Applied Rating
Markets: All Major Markets and MGA's
Years of Experience: 2 years PL ON, 2 Commercial Lines UK,
Salary: 68-70k with commission or bonus
Education: RIBO, pursuing CRM
Languages: English
Location: Toronto, East York, North York, Concord, Vaughan
Area of Expertise: CONSTRUCTION RISKS, HOSPITALITY, SCHOOLS, COLLEGES, COSTCO, RETAILS STORE, BUILDERS RISK, CGL, PROPERTY CASUALTY, COMMERCIAL TRANSPORTATION, FLEET, SME ACCOUNTS.
Additional Comments Known for delivering exceptional client service, maintaining strong relationships, and ensuring accounts are accurately managed throughout their lifecycle. Very friendly, and relays information clearly and with confidence