Personal Lines and Private Client Account Manager

Region: Halton Region, Peel Region, Toronto Region

Work Preference: Hybrid, Remote

  • ID: p-136819
  • Description: Keen and highly motivated Personal lines professional. She comes with 5 years experience in PL, 2.5 in High Net Worth and does she ever KNOW HER products and industry. She is currently doing service with some sales, bringing in over 40k in NB. She is working on a retail book approx 1M in prem, and VIP book is approx 9M in prem. She is a start to finish Account Manager, with a lovely personality that you can't help but want to build relationships with. She is a true professional.
  • Goal: To work for a brokerage where she can be challenged, working with more VIP than retail preferably, take on more accounts, and work with more products. Take her CIP, in order to grow her knowledge and be more essential to her team
  • Accomplishments: Commended by her managers for her exceptional customer ratings, and high retention.
  • Systems: EPIC, ARS,
  • Markets: CHUBB, INTACT- PRESTIGE, PREMIERE, BURNS WILCOX, AVIVA, MOST MAJOR PORTALS
  • Years of Experience: 5 years total, 2.5 in PL and VIP
  • Salary: 70k Plus Bonus or commission
  • Education: RIBO, Looking into CAIB
  • Languages: English
  • Location: MISSISSAUGA, TORONTO, BURLINGTON, OAKVILLE, ETOBICOKE
  • Area of Expertise: HOME, AUTO, TRAILER, MARINE, MOTORCYCLE, ATV’S, WATERCRAFT, PLEASURE CRAFT, VIP – WATCHES, JEWELRY, LUXURY AUTOMOBILES, MILLION DOLLAR HOMES, YACHTS, WINE COLLECTIONS, FINE ARTS, MILLION DOLLAR COTTAGES,
Additional Comments
This candidate is very strong in PL retail & VIP Clients She Takes new leads, turns them into sales. Analyzes profiles, to assess history & mitigate loss, taking payments, renewals, sending out invoices, remarketing, great success in taking cancellation calls and turning them into renewals, claims call – follows up throughout the whole process until closed. She is very well known and respected by the UW’s, and is able to get the best rates. This is your next PL/VIP AM!
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