Personal and VIP Account Manager

Region: Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: p-124345
  • Description: HIGH PERSONABLE, knowledge and highly service oriented individual. He is versed at full start to finish Account Management. He writes New Business as it presents, he provides every aspect of service, from endorsements, queries, bundling, cross/up selling, explanation of policies, retention, claims calls and provided them with advice for claims next steps, arranged payment schedules, invoicing and document preparation. He is truly EXCEPTIONAL at what he does. He is a dream candidate!
  • Goal: To resume his role as a serviced based Broker in Personal Lines. Assisting people in understanding their coverages, grow with a company as a long term member.
  • Accomplishments: Hi retention rate, excellent commendations from his managers and clients
  • Systems: ARS, EPIC, PRECISION
  • Markets: ALL MAJOR PORTALS, CAA, CHUBB, PRESTIGE, DEFINITY AND ECONOMICAL, ONYX
  • Years of Experience: 2 Years
  • Salary: 55-57K with Commission and or Bonus
  • Education: RIBO, C-11 CAIB (RIBO TO BE ACTIVE ONCE EMPLOYED)
  • Languages: English
  • Location: MIDTOWN TORONTO – MISSISSAUGA, OAKVILLE, RICHMOND HILL, CONCORD, VAUGHAN, NORTH YORK
  • Area of Expertise: HOME AND AUTO, HNW – JEWELRY, LUXURY AUTOMOBILES, MULTI MILLION DOLLAR HOMES, ART COLLECTIONS,
Additional Comments
My candidate is a very caring individual, with an incredible and gentle personality. He gets along with everyone from management to his team, and industry professionals. He is an outside the box thinker who really goes out of his way to help his clients, or his team if they are in need. He wanted to try another avenue of insurance, but after 6 months realized how much he missed brokering in PL. He was a manager of Customer in the financial industry, and uses those highly useful skills daily.
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