Personal Lines Team Lead

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-199986
  • Description: Known for a collaborative leadership style, strong relationship-building abilities, and a passion for mentoring and supporting others, he combines technical insurance expertise with a client-first approach. Highly analytical, with the ability to assess market trends, business metrics, and performance data to identify opportunities for growth and operational improvement.
  • Goal: To lead a team of Personal Lines insurance professionals with integrity and accountability
  • Accomplishments: Recognized for surpassing goals.
  • Systems: Epic, Guidewire, Salesforce
  • Markets: All Major Portals, working with Major Markets and MGA's in Commercial Iines currently
  • Years of Experience: 8 years in Personal Lines, including service, sales and marketing, 4 months in Commercial Lines
  • Salary: 70k with commission or bonus
  • Education: RIBO, BA
  • Languages: English
  • Location: Ajax, Scarborough, Toronto, Markham, Oshawa, Whitby, Stouffville
  • Area of Expertise: Home And Auto, Luxury Vehicles, High Value Homes, Has Worked on Some small business Commercial Accounts -healthcare, hospitality, alternative medical practices, IRCA, cyber, professional liability and CGL for SMEs
Additional Comments
Experienced in managing the full client lifecycle, including policy changes, endorsements, renewals, coverage reviews, and policy issuance, ensuring clients receive responsive, knowledgeable, and personalized support. Successfully serviced a $1M book of business while generating more than $700K in new business premium through strong client relationships, consultative selling, and a commitment to service excellence, which he uses as a guideline for his team
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