Personal Lines Account Manager

Region: Peel Region, Toronto Region, Will also work Remote, York Region

Work Preference: Hybrid, Remote

  • ID: p-26830
  • Description: Client focused, well versed individual in Personal Lines. With one year experience as an Underwriter and 2.8 years providing outstanding customer service to his Personal Lines Clients he is well versed in all areas of Personal Lines. From following up with clients, to quoting, answering and providing solutions and recommendations - upselling and cross selling to clients, he is your guy if you are looking for a polished start to finish customer service oriented Account Manager.
  • Goal: Focus his attention being known for his ability to go above and beyond for his clients, and eventually grow into a leadership role, where he can share his skills and passion to a team of his own, and watch them develop and grow
  • Accomplishments: N/A
  • Systems: EPIC, Applied Rating
  • Markets: INTACT, PEMBRIDGE, WAWANESA, TRAVELERS, JEFCO, PAFCO, ECONOMICAL, ECHELON, PREMIERE, PRESTO, AVIVA
  • Years of Experience: 2.8
  • Salary: 55k to 60k
  • Education: RIBO, Interested in pursing CIP in future
  • Languages: English, Tamil, Telugu
  • Location: Toronto, Mississauga, Vaughan, Concord, and North York
  • Area of Expertise: AUTO, PROPERTY, TENANT, BOATS, RV, TRAILERS, TRAVEL TRAILERS, PODS, STORAGE. Risk Mitigation
Additional Comments
– Utilizes active listening and evaluation ability to individualize policy recommendations based on their specialized needs
– Communicates clearly to clients the features and advantages of various polices to promote sales and ensure his customers are properly covered
– Built and maintained strong relationships with underwriters, along with friendly negotiation skills with underwriters for policy approvals
– Energetic and communicative professional, dedicated to servicing his clients needs
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