Personal Lines Account Manager

Region: Peel Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-153122
  • Description: Personable, knowledgeable and passionate about the Insurance Industry! This lovely woman started out as a TSR, so she knows the ins and outs and the backend work involved in service. She has been servicing clients, upselling, cross selling, meeting and exceeding her targets, while receiving numerous 5 star reviews from her clients. She has meticulous attention to detail, and has been working with the same producer for 4 years. She believes in loyalty and outstanding client experiences'
  • Goal: To work at an established brokerage, where she can grow as a professional, eventually lear commercial insurance to be well versed in the industry
  • Accomplishments: Exceeds targets, outstanding customer reviews
  • Systems: EPIC, TAM, SIG XP, POWERBROKER, ARS,
  • Markets: ALL MAJOR PORTALS
  • Years of Experience: 2 years as a CL AM/CSR and 2 Years Commercial TSR
  • Salary: 65-70k with commission on New Business if it presents
  • Education: RIBO, Is interested in getting her CAIB
  • Languages: English
  • Location: Mississauga - Concord, Vaughan, Woodbridge
  • Area of Expertise: PL Retail
Additional Comments
Hungry to learn and highly focused on her career. She is a dedicated full cycle account manager, who loves service. She handles difficult situations with ease & without further escalation, she is highly analytical and able to spot discrepancies in policies. She is processing payments and invoicing for CL and PL department, while servicing a 4M PL Book . She has great relationships with UW, team, and clients. She is a team player, highly professional in all areas with a charming personality
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