Personal Lines Account Manager

Region: Hamilton Region, Niagara Region

Work Preference: Hybrid, Remote

  • ID: p-14592
  • Description: This outstanding candidate is looking for an opportunity to grow with a company, while using his 5.5 years experience in PL and VIP clientele to service his clients with the attention they deserve. He believes in educating his clients, listening to them, and by doing so, successfully exceeds his monthly cross and upselling targets, brings in New Business from referrals, while maintaining a 98% retention rate. He is also a wonderful mentor to Jr. staff on BMS and Portals.
  • Goal: To eventually learn commercial in order to be more versatile. He believes you can never learn too much
  • Accomplishments: Exceeds monthly sales targets, has a 98% retention rate, along with an abundant amount of referrals from his beloved clients
  • Systems: EPIC MASTER USER, POWERBROKER
  • Markets: AVIVA, INTACT, JEFCO, PAFCO, SGI, VIP – HAGGARTY, DOMINION, CHUBB, PRESTIGE, LIFESTYLE, EXCEL ALL MAJOR MARKETS, MENTORING TEAM ON PORTALS
  • Years of Experience: 5.5
  • Salary: 65K to 70k with Commission and or Bonus
  • Education: RIBO, AIC, CRM, 1/10 CIP
  • Languages: English, Hindi, Arabic -basic
  • Location: Niagra Falls, Hybrid - St. Catherines, Welland, Stoney Creek, Hamilton, Ancaster
  • Area of Expertise: HOME, AUTO, TENANT, RECREATIONAL VEHICLES, MOTORCYCLE, COTTAGE, AND TRAILER. VIP CLIENTELE - WATERCRAFT, LUXURY VEHICLES, JEWELRY, ART AND ANTIQUES
Additional Comments
He is servicing a 2 mil BOB, working on large VIP accounts as well as smaller PL accounts, treating each account as if they were his only one. Some of his daily tasks include, taking claims calls, handling difficult calls and finding a resolution to the issue, Policy Review for missing coverages to recommend & protect his clients assets, negotiating for the best rates, great relationships with UWs, Risk Assessment and more. This is someone you want on your team, a mentor and PL expert!
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