PL VIP/HNW Account Manager

Region: Peel Region, Toronto Region, York Region

Work Preference: Hybrid

  • ID: p-123652
  • Description: Well spoken extremely professional and enthusiastic VIP AM. She is articulate, takes the time to explain things to her clients, returns emails promptly, & knows how provide that white glove service. She has been acting as manager due to short staffing, training new staff, while managing her own clients and her managers 2.4M BOB. She is skilled at upselling and cross selling, and knows her portals inside and out and just where to look. She certainly has a bright future ahead.
  • Goal: To work in a stable brokerage with less turnover, where she can grow as a professional in an industry she loves
  • Accomplishments: Due to her professionalism and knowledge, she has been asked to step in as acting PL manager while they are finding a replacement. She has learned many new skills, which she is using daily as a result of this experience.
  • Systems: Powerbroker, Applied Rating
  • Markets: All Major Portals including VIP
  • Years of Experience: 10 Months as a PL TSR, 9 months as a VIP CSR/AM
  • Salary: 55K
  • Education: RIBO, PURSUING HER CRM/CIP
  • Languages: ENGLISH
  • Location: Mississauga, Toronto, Oakville, Vaughan, Concord
  • Area of Expertise: VIP- Luxury Auto, Art, HNW Jewelry, Boats, Multiple Properties, Luxury Cottages and Boats/Yachts, PL retail
Additional Comments
My candidate in a very short period of time has not only mastered PL retail and VIP, has raving reviews from clients for her attention to detail, plus being given the honor to step in as acting manager. She is able to wear many hats, and adapts quickly. She is happy to step in & help her team where needed without dropping the ball on her own clients. She services her own book and the managers book,for the time being. She is lovely and seeks stability in a positive working environment.
Contact Recruiter:
All CANDIDATE PROFILES

We’ve perfected our strategy to reach passive candidates in a wide variety of career opportunities and fields of expertise in the insurance industry over the past 37 years. 

COMPANY
Discover
Support
Let's Connect!
Facebook Linkedin-in
Job Born Executive Search Inc. © 2022 All rights reserved