Personal Lines Account Manager

Region: Barrie Region, York Region

Work Preference: Hybrid, Office

  • ID: p-207185
  • Description: My candidate excels in meeting NB targets, upselling and cross-selling while providing flawless client service, and relationship building. She secures competitive rates and navigates insurer portals efficiently and with ease. Excellent communicator, friendly & professional phone mannerism, and highly proficient in personal lines retail. She manages accounts end-to-end, including servicing, renewals, remarkets, endorsements, cancellations, invoicing, and documentation requests, to name a few.
  • Goal: She is eager to join a brokerage where she can grow her career long-term, contribute meaningfully, and ultimately build toward retirement with the organization where she can write New Business organically and service her clients
  • Accomplishments: Brought in over 100k in New Business, including a 25k account.
  • Systems: EPIC, Applied Rating
  • Markets: All Major Portals
  • Years of Experience: 2
  • Salary: 56-60K plus bonus or commision
  • Education: RIBO, BA in Commerce, Global Business management diploma, and is highly interested in starting her CIP soon
  • Languages: English (Professional), Hindi & Gujarati (Native), French (Basic)
  • Location: Barrie, Concord, Newmarket, Vaughan, Schomberg, anything off the 400
  • Area of Expertise: Home and Auto
Additional Comments
She supports junior staff through training, guidance, and escalation handling, stepping in to assist with complex issues and ensuring quality service across the team. Her experience includes issuing slips, obtaining driver abstracts (MVRs), and maintaining strong communication with insurers to negotiate highly favourable outcomes for clients. She works on a high-volume queue, servicing each new client she brings in from start to finish. She is a great addition to a client-focused team.
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