PL HNW / VIP and Commercial Lines TSR

Region: Durham Region, York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-203651
  • Description: My candidate is an outstanding jack of all trades! TSR & former CSR, with 8 years of combined experience in personal lines (PL), commercial lines (CL), high net worth (HNW), and SME accounts. Skilled in policy administration, endorsements, renewals, claims support, and subrogation. Known for building strong client relationships, managing complex accounts, and delivering exceptional service and assistance to his team.
  • Goal: To resume a role as a TSR, learn the brokerages processes, while rewriting his RIBO, it had expired while he ventured into Subrogation.
  • Accomplishments: Knows the backend of insurance inside and out
  • Systems: EPIC, Applied Rating
  • Markets: ALL MAJOR MARKETS AND MGA’S, CHUBB and other VIP portals
  • Years of Experience: 4, and 4 years in CL and PL TSR.
  • Salary: 55-60k
  • Education: RIBO, Looking to pursue his CAIB, and CIP (RIBO to be activated upon employment)
  • Languages: English
  • Location: Durham - Oshawa, Whitby, Ajax, Pickering, North York, Durham, Markham
  • Area of Expertise: SME BUSINESS, HOSPITALITY, FLEET, E&O, D&O, CONTRACTORS, BUILDERS RISK, CGL, HOME, AUTO, HNW – ART, LUXURY VEHICLES AND HOMES, JEWELRY, ANTIQUE CARS
Additional Comments
Experienced with large PL VIP accounts and SME CL, he is capable of assisting his AM’s with a full book . Enjoys both PL and CL, bringing expertise and enthusiasm to either. Delightful personality, easily builds trust and long-term client relationships. Identifying client needs, mitigating risk, and ensuring compliance.
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