Sr. PL Account Manager - Some VIP Exp

Region: Halton Region, Peel Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-194575
  • Description: She spent 8.5 years on the company side and 1 year on the brokering side providing exceptional serviced to her beloved clients. She seamless build relationships and makes connections, earning trust and creating last bonds. She manages a personal lines book of business valued at approximately 10M, delivering white-glove service and building strong, lasting client relationships. Her spirited nature breeds positivity in her client interactions and colleagues.
  • Goal: Seeking work life balance, the opportunity to broaden her VIP /HNW knowledge over time, be an essential member of her team and her clients.
  • Accomplishments: Recognized for conflict resolution, de-escalation, and outside-the-box thinking. Tech-savvy and highly analytical, serving as the go-to resource for system support while maintaining accurate, up-to-date BMS records. Known for a phenomenal personality, attentive service, and a client-first approach.
  • Systems: EPIC EXPERT LEVEL, ARS, SALESFORCE, GUIDWIRE/POLICY CENTER
  • Markets: All Major Portals
  • Years of Experience: 9.5
  • Salary: 68-72k plus commision (flexible)
  • Education: RIBO renewed, just needs to be activated once employed by a brokerate, 5/10 CIP completed
  • Languages: English
  • Location: Etobicoke, Mississauga,Burlington, Concord/Vaughan
  • Area of Expertise: : RETAILS PL, HOME AND AUTO, ATV’S, SNOWMOBILES, YACHTS, YACHTS AND HIGH-VALUE BOATS, ALONG WITH MULTIMILLION-DOLLAR HOMES
Additional Comments
Skilled in renewals, quoting, invoicing, billing, cancellations, endorsements, and account analysis, with a focus on retention, upselling, and cross-selling. Maintains close communication with clients to anticipate changes in properties, assets, or drivers, ensuring proper coverage and competitive pricing through remarketing when needed. Experienced in quoting new business (typically for producers) and negotiating with underwriters, leveraging excellent relationships and strong listening skills.
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