Sr. Personal Lines Account Manager

Region: Durham Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-22246
  • Description: Highly professional and loyal individual with 13 years in PL. She took a sabbatical for a few years after 8 years with her company, to build her family, then returned to work to the same company and has remained there for the past 5 years. She is doing start to finish service, maintaining a 97% retention rate and building long lasting relationships, through dedication, analyzation and exceptional communication. She is feeling it's time to make a change where she has a chance to grow & shine
  • Goal: To eventually be a leader in PL, learn commercial, learn some more VIP, she is always looking to expand her scope to be more versatile for her clients and brokerage.
  • Accomplishments: Responsible for $1.5M of home and personal vehicle Insurance, including sales
  • Systems: TAM, EPIC, APPILED RATING
  • Markets: ALL MAJOR MARKETS, HAS USED PREMIERE FOR A COUPLE VIP CLIENTELE
  • Years of Experience: 13
  • Salary: 65k to 70k with commission or Bonus
  • Education: RIBO, CAIB
  • Languages: English
  • Location: Durham - Oshawa, Whitby, Ajax, Pickering, Markham (Anything closer to Oshawa side of York Region)
  • Area of Expertise: HOME, AUTO, TRAILERS, MOTORCYCLE, WATERCRAFT (WOULD LIKE TO LEARN MORE ABOUT VIP PL)
Additional Comments
Managing a large BOB, working with over 750 diverse accounts,providing exemplary customer service, analyzing opportunities to safeguard her clients, while identifying opportunities for business growth. Trained new staff, built strong relationships with her UW’s, exceptional ability to de escalate a situation without further escalation. She is the point of contact for claims, checking all documents for indescrepencies, while staying on top of her workload, ensuring her clients feel like #1
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