Personal Account Manager

Region: Durham Region, Halton Region, Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: p-136951
  • Description: A-to-Z Personal Account Manager with experience servicing a $3M book of business, managing accounts with premiums up to $500K. Experienced in handling renewals, endorsements, remarkets, policy changes, client service, and insurer negotiations. Takes a proactive approach to understanding clients' needs, providing tailored insurance solutions, and maintaining strong client relationships through responsive, professional service.
  • Goal: To focus on service, where there is stability and opportunity,
  • Accomplishments: Successfully brought in 130k monthly in new business, referrals.
  • Systems: Powerbroker, Proprietary software,
  • Markets: All major markets and MGA's
  • Years of Experience: 4 Years predominantly in PL, with Commercial lines exposure as well
  • Salary: 70k 75k with commission or Bonus
  • Education: RIBO, Interested in CAIB
  • Languages: English
  • Location: Durham, Mississauga, York Region, North York , York Region
  • Area of Expertise: Personal LInes Retail, Home, Auto, Motorcycle, Trailer, Watercraft and some VIP. CL Experience - CGL, Commercial property, driving instructor, trucking school, accountant office, restaurants, P&C, many commercial property and a lot of restaurants, some Logistics, Mid Market accounts.
Additional Comments
Tracks account performance and stays informed of account status, risks, and opportunities. He analyzes market trends and client needs to provide informed recommendations that help his clients and company succeed. Friendly and articulate gentleman, who can take a book and run with it. He has been working on Personal and Commerical lines thorought his career.
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