Commercial and Personal Lines Specialist/Sales and Service

Region: Bellville Region, Durham Region, Peterborough Region

Work Preference: Hybrid, Office, Remote

  • ID: p-164176
  • Description: This gentleman is a jack of all trades in PL and CL. He is predominately in Sales and Service, and spent some time in Underwriting, as he felt it made him a better broker, having that understanding from the company side. He enjoys service, sales, and marketing and is open to either. He has worked with VIP Personal Lines clients, service and sold, as well as heavy knowledge of various Commercial Risks. His analytical nature allows him to build trust by properly proposing the best coverages.
  • Goal: To obtain a role where he can service his clients, write new business if it comes organically. He is also interested in marketer roles as well as he knows the markets, and has a vast understanding of how to approach them.
  • Accomplishments: He has been hired for specific roles, where he has been shifted to different departments and adapted quickly to the new roles. He loves to learn and feels his wide range of Insurance knowledge is of benefit to a team.
  • Systems: EPIC, POWERBROKER, COMPU QUOTE
  • Markets: PL - All Portals, including VIP, Most Major Markets and MGA's
  • Years of Experience: 7 YEARS TOTAL IN PL AND CL - 3 Years PL & VIP Sales and Service, 4 Years CL UW SME, 3 Months CL Account Executive
  • Salary: 60 to 65k
  • Education: RIBO, 5/10 CIP
  • Languages: ENGLISH
  • Location: Cobourg - Oshawa, Pickering, Peterborough, Belleville.
  • Area of Expertise: CL – POLLUTIONS, CONTRACTORS, ROOFING, MOLD, GAS STATIONS, STORAGE TANK. PERSONAL - RETAIL HOME AND AUTO, MOTORCYLE , TENANTS, VIP – ART , JEWELRY AUTO MOBILE, BOATS, SPECIALTY ITEMS, COINS AND STAMPS, LUXURY VEHICLES, VINTAGE FURNITURE, ARMORY
Additional Comments
Wide range of skills under his belt, from servicing and selling in the HNW sector, full account management, hitting targets, gaining referrals due to his dedicated and knowledgeable service skills, to being able to analyze coverages & needs, loss history and creates targeted risk management solutions. He is also a highly skilled AM, cross/up selling, full service, remarkets, renewals, endorsements. Wonderful personality, excellent communicator and customer centered individual.
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