Experienced Personal Lines Account Manager

Region: York Region

Work Preference: Hybrid, Remote

  • ID: p-45774
  • Description: EXCEPTIONAL Personal Lines Account Manager with 9 years of experience including 10 months of experience as a Private Client Services Account Manager. Experience managing CEO's book of business working with high value/ high networth clients. Experience providing recommendations for suitable insurance products as well as renewals, sales, assessing risk exposures, endorsements, ensuring policy changes are underwritten and offering appropriate coverages.
  • Goal: To find a role as a Personal Lines Account Manager at a brokerage closer to home
  • Accomplishments: Mortgage Agent License / Investment Funds in Canada License
  • Systems: TAM / Epic / SigXP / Applied Rating Service / Excel / PowerPoint
  • Markets: Experience with various insurance company portals
  • Years of Experience: 9 years or experience as a Personal Lines Account Manager
  • Salary: $68K - $70K / Full Benefits / Hybrid Schedule
  • Education: University Degree / RIBO License
  • Languages: English
  • Location: York and Surrounding Areas
  • Area of Expertise: Specializing in Personal Lines including VIP Persona
Additional Comments
Excellent time management skills and strong analytical skills. Ability to work well under pressure and effectively meet deadlines. Ability to effectively listen and demonstrate empathy towards others.
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