Personal Lines Account Manager

Region: Halton Region, Hamilton Region, Niagara Region, Will also work Remote, York Region

Work Preference: Hybrid, Office

  • ID: p-58840
  • Description: Introducing a 4+ year RIBO licensed insurance professional who is highly motivated, career focused and "tech savvy". He processes on both the BMS and the portals and he cross sells and upsells to round out accounts. He thoroughly enjoys his interactions with his clients and in helping them find the right coverages that they require for their home and auto policies. He educates his clients on the different coverages available to them, as well as any claims handling. He remarkets if needed.
  • Goal: He is looking for a new opportunity with a brokerage house that will allow him to grow his career and be able to work with a great team.
  • Accomplishments: RIBO February 2020, BA
  • Systems: EPIC, Power Broker, Pivotel, ARS, Microsoft Products, Multiple Company Portals
  • Markets: Aviva, Intact, Jevco, Pembridge, Pafco, Echelon, Economical, Perth, Travelers, CAA and more
  • Years of Experience: 4+ years
  • Salary: $62k-$65k + commission on NB, 3-4 weeks vacation, benefits
  • Education: RIBO BA
  • Languages: English
  • Location: Burlington, Oakville, Halton Hills. Anywhere along the Go Transit prefers "Hybrid" role
  • Area of Expertise: Personal Lines Service
Additional Comments
This candidate is very personable and well spoken he would make a great addition to any brokerage that hires him He enjoys mentoring new brokers. * He can work fully remote or in a “hybrid role” 2-3 days in the office. He resides in Burlington and is close to Go Transit
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