PL Insurance Specialist

Region: Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-191670
  • Description: Well-spoken and highly customer-driven personal lines professional who is looking to switch from OTL to RIBO. He takes pride in finding ways to help clients save money and secure the most suitable insurance coverages by reviewing accounts in detail to uncover opportunities for improved coverage and cost efficiency. Exceptional communication skills, articulating information with confidence and clarity, and creating a feeling of trust with his clients. Superb individual
  • Goal: To obtain employment in a brokerage setting, so that he can present his clients with various options for best rates, and coverages. Using his gentle and informative approach to sales, for cross selling and upselling, along with organically bringing in new business, from his trusted clients word of mouth. He would thrive in a brokerage setting.
  • Accomplishments: Brought in 100k in sales, building a trusted name for himself.
  • Systems: Proprietary software
  • Markets: TD - Finds usage of portal easy to navigate through, and is highly tech saavy. Has many professionals, who can assist him on his own time on how to navigate through the portals
  • Years of Experience: 1.5
  • Salary: 60k
  • Education: OTL, is going to write equivalency once employed with brokerage
  • Languages: English
  • Location: SCARBOROUGH – RICHMOND HILL, MARKHAM, VAUGHAN, NORTH YORK,
  • Area of Expertise: Home and Auto
Additional Comments
Strong background in finance and customer service, bringing exceptional analytical and data review skills to a brokerage environment. Committed to educating clients on available products and ensuring they make informed decisions—even when the premium may be higher—because the value lies in delivering impeccable service and long-term protection. Known for building trust through transparency, personalized solutions, and unwavering client support.
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