Personal Lines VIP Account Manager with Commercial Experience

Region: Durham Region, York Region

Work Preference: Hybrid, Office

  • ID: p-147709
  • Description: Introducing a very motivated, career focused RIBO licensed insurance professional who can work as a team player or on her on with ease. She has worked in personal lines and with VIP clientele as well as small business commercial clients. She reviews all renewals and cross sells and upsells to round out accounts. She is dedicated in providing a high quality of service to her clients. She also provides claims advice when a claim occurs. She processes on both the BMS and Multiple Company Portals.
  • Goal: She is looking for a new opportunity with a brokerage house that will allow her to advance her career and be able to work with a great team.
  • Accomplishments: RIBO
  • Systems: Applied TAM, Power Broker, SIG XP, ARS, Microsoft Products, CGI, Company EZITV, and more
  • Markets: Aviva, Intact Jevco, Pembridge, Travelers, Economical, Unica, CHUBB, Ovation, Prestige, ONYX and many more..
  • Years of Experience: Over 15 years in both VIP and previously on the commercial side
  • Salary: $70k Personal Lines, $75K VIP, $70k Commercial Lines + Commission, Benefits, 4 weeks Vacation
  • Education: RIBO
  • Languages: English
  • Location: Durham and surrounding areas, also York and surrounding areas In Office if close to her home or Hybrid if further
  • Area of Expertise: Personal Lines, Personal Lines VIP, Commercial SBU Service and Sales
Additional Comments
This candidate is very personable and was a joy to interview,
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