Commercial Account Manager

Region: Toronto Region

Work Preference: Hybrid, Remote

  • ID: p-57826
  • Description: Over the past 3.5 years, my candidate has successfully managed a diverse portfolio of commercial SME accounts, consistently earning trust through strategic account development and service. He brings a deep understanding of client needs, a strong ability to coordinate cross-functional teams, and a passion for creating long-term partnerships. He is looking to transition into an account manager role where he can focus more deeply on client success. relationship management & account growth
  • Goal: To transition from An Account Executive to an Account Manager. His communication style, and love for relationship building, and ability to tailor make policies, brings him to the service side. Insurance can be complicated, and he feels his skills are best suited working with with clients on their existing policies, and making suggestions on add ons, rather than sales soley.
  • Accomplishments: Own a 400k book, has many referrals, and clients who are excited to work with him on the service side.
  • Systems: ARS FOR PL, CL – POLICY WORKS, PAPERWORK SUBMISSIONS, POWERBROKER, EPIC.
  • Markets: MOST MAJOR MARKETS AND MG’AS INCLUDING LLYODS, PL – ALL PORTALS.
  • Years of Experience: 3.5 years in Commercial and Personal Lines combined
  • Salary: 70-75k
  • Education: RIBO
  • Languages: English
  • Location: Toronto, North York - Takes transit
  • Area of Expertise: CONTRACTORS, CGL, HOSPITALITY, LOTS OF REALTY-COMMERCIAL AND RESIDENTIAL, WAREHOUSE, CANNABIS, CONSTRUCTION, BUILDERS RISK, E&O, D&O, CYBER, OPTOMETRISTS, CGL, SME, FLEET
Additional Comments
He needs a refresher on remarketing and renewal processes as well as endorsements. He is a quick study with a strong drive to succeed and truly feels his skills are best suited in a service-based role. These are not foreign skills to him; he just needs to spend some time with a mentor or senior staff to review them with him. He is tech-savvy & is able to absorb and apply knowledge quickly. He joins insurer webinars, collecting RIBO credits to work and be successful in service.
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