Personal Lines Account Manager

Region: Guelph Region, Kitchener, Waterloo, Cambridge Region, Peel Region

Work Preference: Hybrid, Office

  • ID: p-205662
  • Description: The candidate that I am representing is a highly motivated, career focused RIBO licensed professional. She is a team player and someone who can work independently with ease. She manages a book of business and cross sells and upsells to round out accounts. She writes new business and mentors new hires. She thrives in customer service and enjoys helping her clients find the right coverage for their insurance needs along with claims advice.
  • Goal: She is looking for a new opportunity with a brokerage house that will allow her to grow her career and be able to work with a great team.
  • Accomplishments: RIBO 2023
  • Systems: EPIC, ARS, Guidewire, Multiple Company Portals, CGI,, Microsoft Products, and more
  • Markets: Multiple Markets
  • Years of Experience: 2+ years Broker 3.5 years in Financial
  • Salary: $60k-$63k+ commission 4 weeks holidays, benefits RRSP
  • Education: RIBO 2023
  • Languages: English | Hindi | Gujarati
  • Location: Guelph and surrounding areas, including Mississauga, Kitchener, Waterloo and Cambridge in office. or Hybrid 2 days work from home
  • Area of Expertise: Personal Lines Service + Sales
Additional Comments
This candidate is a real go getter and would be a great asset to any brokerage that hires her. She was a joy to interview.
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