Sr. Personal Account Executive (Some Commercial)

Region: Halton Region, Peel Region, Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: p-33819
  • Description: Highly professional and articulate Account Executive with a strong ability to make connections, and turn leads into sales. He has been in Personal Lines for 9 years, and has recently had some CL exposure. He brought in over 700k in NB Prem 2024 in PL retail, and has worked with some HNW business as well. He is creative in gaining New Business, and isn't afraid to put in the work to find clients. He speaks with confidence, building trusting rapports with clients and leads.
  • Goal: To expand his knowledge in Commercial and VIP
  • Accomplishments: Exceeded targets
  • Systems: Epic and Powerbroker
  • Markets: All Major Portals, HNW - CHUBB, PRESTIGE, OVATION, He is familiar with some of the CL Markets
  • Years of Experience: 9 Sales, 1 year UW, 1 Year Account Manager and Sales Broker
  • Salary: 65k base plus commission (negotiable)
  • Education: RIBO, BBA, MBA- School of Finance
  • Languages: English
  • Location: Brampton, Burlington, Stoney Creek, GTA, Vaughan
  • Area of Expertise: Personal Lines Retail, Some VIP, and a little Commercial
Additional Comments
Truly blown away at the level of professionalism displayed in our interview. He is highly skilled, knowledgeable and very driven. He has done very well in Personal Lines and wants to extend that success into Commercial as well, working in both lines. He is very numbers oriented and sales driven, as it has been his forte for over 9 years. He is getting leads, and also hunting for New Business. He is willing to be in office, as it is important for learning, and loves meeting clients on site.
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