Experienced Commercial Account Manager

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid

  • ID: p-14061
  • Description: This individual is the entire package! She is keen, detailed, highly professional, the kind of person you want servicing your clients, she handles difficult conversations with ease, keeping relationships intact. She does her due diligence in finding the best rates. She is adored by her managers, clients and team and has an incredible knack for upselling and cross selling. She has worked on books up to 5M, loves working closely with her clients meeting all their needs.
  • Goal: To resume the role as an Account Manager at a brokerage with open Communication, good energy, servicing clients.
  • Accomplishments: Promoted to renewals management due to her exceptional work as an Account Manager, She meets her targets, has a high renewal rate, migrating 100% of her policies. Able to calmly have discussions about finances, and claims, history review and explain things to the clients so they fully understand the various complexities of insurance.
  • Systems: EPIC, SALES FORCE
  • Markets: All Major Markets and MGA's
  • Years of Experience: 5.5 years in Commercial Lines
  • Salary: 95k plus commission
  • Education: OTL - Converting back to RIBO
  • Languages: English
  • Location: Oshawa- North York, Markham, Vaughan
  • Area of Expertise: CONSTRUCTION, PROPERTY, HOSPITALITY, E&O AND D&O, SNOW REMOVAL, PLUMBING, ELECTRICAL
Additional Comments
She is bubbly, and helpful, and wishes to return to work servicing a book of business. She has experience in full Account and renewals Management. She meticulously reviews files, to make educated suggestions on additional coverages, upsell and cross sell. She processes endorsements, issues certs of insurance, maintains client files with flawless documentation and all the service work in between. She loves knowing her metrics and strives to exceed them. Very well rounded and knowledgeable.
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