SR Personal Lines VIP Account Manager

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

Work Preference: Hybrid

  • ID: p-4126
  • Description: Introducing a very personable candidate who is RIBO licensed and is working on her CIP and CAIB designations. She started her career as a CSR with a direct writer then obtained her RIBO. She has worked with VIP clientele since 2000 she also works with the SBU in Commercial lines, She has knowledge with CGL, Commercial property and auto. She thoroughly enjoys building relationships with her clients and helping them pick the right coverages for their Insurance needs including claims handling.
  • Goal: To join join a respected brokerage whereby she can continue working with VIP Clientele and possibly be a team lead
  • Accomplishments: RIBO, CAIB, CIP
  • Systems: TAM, Power Broker, SIG XP, VCIM, Blue Butler, Microsoft Products, Company portals, ARS, Pulling of MVR, A+, HITS and EZITV
  • Markets: CHUBB, Ovation, Prestige, ONYX
  • Years of Experience: 8 years
  • Salary: $95k-4 weeks vacation, benefits commission on new business
  • Education: RIBO 2018, OTL 2016-2017, CIP (4 courses completed) CAIB 1 and 2 completed
  • Languages: English
  • Location: Milton, Vaughan, GTA or anywhere remote
  • Area of Expertise: High Net Worth Clientele, Personal and Commercial Lines Sales and Service
Additional Comments
This candidate is highly motivated and career focused. She wants to continue to grow and work with High Net Value Clients. She processes on both the BMS and the company portals and so much more. She is a team player and someone who can work independently with much ease.
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