Sr. Personal Account Manager

Region: Hamilton Region, Niagara Region

Work Preference: Hybrid, Office

  • ID: p-163253
  • Description: Seasoned Personal Lines Account Manager with 5+ years of experience delivering exceptional client service, generating consistent revenue, and managing complex personal and high-net-worth accounts. Highly skilled in writing new business, quoting, binding, endorsements, policy reviews, and renewals, with a proven ability to cross-sell and upsell, consistently generating $4–5K monthly in additional revenue.
  • Goal: Seeking a stable brokerage offering job security, growth, and a long-term opportunity where he can build lasting client relationships and retire with pride.
  • Accomplishments: meets monthly sales targets consistently
  • Systems: EPIC, Powerbroker
  • Markets: MAJOR MARKETS, as well as CHUBB, Haggarty
  • Years of Experience: 5+
  • Salary: 65k-70k with commission or bonus
  • Education: RIBO, CIP in progress
  • Languages: English, Filipino
  • Location: Thorold, St. Catherines, Hamilton, Niagara Region
  • Area of Expertise: Home and Auto, along with HNW cars and homes, including collectable Automobiles
Additional Comments
Dedicated to understanding each client’s unique needs and delivering tailored solutions that provide confidence . Highly skilled negotiator committed to securing the best rates across personal lines, retail, and HNW markets. Remarketing policies, preparing slips of insurance, invoicing, processing payments, and updating client information in BMS, while collaborating closely with billing teams to manage policy dates. Excellent communicator and a really nice gentleman to interact with.
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