High Net Worth Relationship Manager

Region: Barrie Region, Durham Region, Guelph Region, Haldimand Norfolk Region, Halton Region, Hamilton Region, Kitchener, Waterloo, Cambridge Region, London Region, Ottawa Region, Peel Region, Toronto Region, York Region

Work Preference: Remote

  • ID: p-13828
  • Description: Introducing a 7 year Insurance Professional who has vast experience in personal lines and working with VIP Clientele. Currently he works with a $1.7 million book of business and is growing it daily. He thoroughly enjoys working with his present clients and the new ones he obtains. He cross sells and upsells to round out accounts and receives referrals and quotes them. VIP is his "niche" He processes on both the BMS and many company portals. He has great relationships with the Underwriters.
  • Goal: He is looking for a new opportunity with a brokerage house that will allow him to grow his career and be able to work with a great team.
  • Accomplishments: RIBO 2017
  • Systems: EPIC, Power Broker, ARS, Microsoft Products, Multiple Company Portals, Pulling of MVR, A+ and HITS Reports, and EZITV
  • Markets: AVIVA, CHUBB, LLOYD'S. OVATION, PRESTIGE, NORTHBRIDGE and more
  • Years of Experience: 7
  • Salary: $85k base + Commission on new business, benefits, 4 weeks vacation Fully Remote
  • Education: RIBO 2017, High School Graduate 2004, Diploma in WEB Design Niagara College 2008 Commenced CIP
  • Languages: English
  • Location: Haldimand, Norfolk Anywhere Fully Remote
  • Area of Expertise: Service and Sales for High Net Worth Clientele
Additional Comments
This candidate is very personable and would be a great asset to any brokerage house.
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