Personal Lines Account Manager

Region: Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-123652
  • Description: My candidate is a rising star, known for providing white-glove service, promptly responding to emails, reviewing documents with her keen eye for detail and clearly explaining coverage. Experienced managing her own clients and a $2.4M book of business, training new staff, and supporting management. Skilled at upselling, cross-selling, and navigating insurance portals efficiently. A highly capable professional with a bright future ahead.
  • Goal: To work in a stable brokerage with less turnover, where she can grow LONG TERM as a professional in an industry she loves with a brokerage she loves and shares same values on customer service
  • Accomplishments: Trusted for her professionalism and expertise, she is currently serving as acting PL manager, gaining and applying new skills daily.
  • Systems: EPIC, Powerbroker, Applied Rating
  • Markets: All Major Portals, knows UW well
  • Years of Experience: 3 years, plus 1 TSR PL
  • Salary: 57-62k with commission or bonus
  • Education: RIBO, PURSUING HER CRM/CIP
  • Languages: ENGLISH Exceptional • Persian/Dari (Native) • Pashto (Native) • Hindi (Fluent) • Russian (Intermediate) • Turkmen (Proficient)
  • Location: Mississauga, North York, Oakville, Vaughan, Concord - Hybrid
  • Area of Expertise: VIP- Luxury Auto, Art, HNW Jewelry, Boats, Multiple Properties, Luxury Cottages and Boats/Yachts, PL retail
Additional Comments
Adaptable, dependable, and team-oriented. Manages her own book and the manager’s book seamlessly, while supporting her team wherever needed. Respected by clients and colleagues alike, seeking a positive, stable environment to continue her growth.
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