Senior VIP Account Manager

Region: Will also work Remote, York Region

Work Preference: Hybrid, Remote

  • ID: p-31684
  • Description: This candidate is a true professional, specialist in VIP/HNW clients, knows her stuff, confident, lovely to speak with. She utilizes her in-depth knowledge of the markets, underwriting critera and products to provide customized solutions for each of her clients. She is a relationship builder with excellent retention, growing her book organically through referrals, upselling and cross selling. You refer friends to people you trust and like and that is her strength, trust, loyalty and knowledge.
  • Goal: Leadership opprortunities
  • Accomplishments: N/A
  • Systems: TAM, EPIC, PB, ARS/CQ
  • Markets: all the major retail and VIP markets
  • Years of Experience: 20 years
  • Salary: $80k TBD, 4 weeks, benefits
  • Education: RIBO, Administration Diploma
  • Languages: English
  • Location: Remote or Hybrid - Markham area
  • Area of Expertise: HNW
Additional Comments
Knowledgeable candidate is a mentor for her team, training new hires, relationship development, for long-term client retention.
She generates referrals, understands her clients needs and develops a comprehensive risk management solution.
Would love to move into a leadership role, or training and development.
Very good work history.
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