Personal Lines Account Manager

Region: Ottawa Region

Work Preference: Hybrid, Office

  • ID: p-209821
  • Description: Highly client-focused and takes pride in building strong relationships. Whether she's reviewing policies, evaluating lifestyle changes, explaining new government auto reforms, handling endorsements, renewals, remarkets, policy changes, or resolving challenging client situations, she approaches every interaction with patience, empathy, and attention to detail. She is also comfortable identifying opportunities to cross-sell and upsell when it truly benefits the client.
  • Goal: To find a stable role with a reputable brokerage where she can make a real difference by ensuring clients' personal and valued possessions are protected.
  • Accomplishments: Assisted in the implementation of new process, handbooks, and led several successful projects . Loaylity
  • Systems: EPIC
  • Markets: All Major Markets and Portals
  • Years of Experience: 23 Personal Lines Experience, UW, Account Manager, Lead, and Customer Service Manager
  • Salary: 68-75k with Commission or Bonus
  • Education: RIBO
  • Languages: English, French - Fluently
  • Location: Ottawa, Orleans and area
  • Area of Expertise: Personal Lines: Home, Auto Recreational: Trailers, Motorcycles, ATVs Marine: Yachts, High-Value Boats, Watercraft Specialty: Obscure and unique risks, VIP client portfolios as an UW
Additional Comments
She understands how risks are evaluated, how to place business effectively, and how to work within underwriting guidelines and binding authority. She has experience managing a book of approximately $1.5 million, handling everything from quoting and binding new business to ongoing servicing. One of her greatest strengths is loyalty and a love for the industry and people. She is a rare find and an exceptional addition to your team.
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