Commercial Lines Account Manager

Region: York Region

Work Preference: Hybrid, Office, Remote

  • ID: p-33698
  • Description: This captivating gentleman is a go getter! Prior to getting into CL as a team Lead, he was in PL for 3 years. He is overseeing a team of 6, assisting them in achieving their goals as well as the companies. He is very analytical, and runs KPI's, provides relationship management to his team, as well as when speaking with his own clients. He is experienced in full service Account Management, renewals being his speciality. He brings many qualities to the table.
  • Goal: Would like to take a step out of the Renewals leadership role, and work as a Sr. Commercial Account Manager, or in UW. He spends alot of time with Underwriters, he finds the role very interesting.
  • Accomplishments: Led his team to successfully meet their department and individual goals.
  • Systems: SIG, SALES FORCE,
  • Markets: All Major Markets and MGA's
  • Years of Experience: 4 years in Commercial, 3.5 in Personal Lines
  • Salary: 85k plus commission for CL AM (70k for an UW role)
  • Education: RIBO level 3, CAIB, CIP
  • Languages: English
  • Location: MARKHAM, SCARBOROUGH, MCCOWEN AND STEELES, RICHMOND HILL, NORTH YORK,
  • Area of Expertise: LITTLE CONSTRUCTION, BUILDERS RISK, P&C, E&O AND D&0, MED MALPRACTICE, CONTRACTORS, REALTY
Additional Comments
As a lead, he is providing coaching and mentoring, formal file audits, informal file review, and change management. He is excellent at building relationships within the industry, his clients and team. He works on client renewals as well, when his team is in need of coverage and because he loves to be client facing. Which is driving him back to an AM or UW, role. He brings many qualities as an employee, including dedication and a strong work ethic.
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