VIP Personal Client Solutions Account Manager

Region: Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-68643
  • Description: Energetic, highly educated and well spoken young woman with 4.5 years experience providing white glove service to VIP High Value clients. She is servicing a 1 mil BOB, while providing start to finish service to clients, and writing NB as it comes, along with successfully cross and upselling, maintaining a 98% retention rate. Stays abreast of industry trends and products in order to provide her clients with the best quotes possible. She is a BIG people person and her client reviews reflect that!
  • Goal: To find a stable and established company, where she can not only provide exemplary service, but also work in a collaborative team environment, offer mentorship and guidance to newer brokers, eventually seeing herself in a lead role.
  • Accomplishments: 98% Retention rate, consistent 5 star reviews, and commendations from clients
  • Systems: TAM, SIG XP, EPIC, APPLIED RATING, COMPU QUOTE
  • Markets: CHUBB, PRESTIGE, INTACT, TRAVELERS, ECONOMICAL, AVIVA, WAWA, ONYX, PRESTIGE
  • Years of Experience: 7 years total in PL, 5 years in VIP, 1 Year as a VIP team lead
  • Salary: 75k to 80k
  • Education: RIBO active and in good standing, CAIB 1
  • Languages: English
  • Location: TORONTO, DOWNTOWN, RICHMOND HILL, NORTH YORK, VAUGHAN OR REMOTE
  • Area of Expertise: PL VIP CLIents - COTTAGES, RENTALS, MULTIMILLION DOLLAR HOMES, COC’S, FARMS, VACANT LAND, MOTORCYCLES, JEWELRY, FINE ART, WINE COLLECTIONS, WATERCRAFT, LUXURY VEHICLES.
Additional Comments
She is providing full service, issuing slips of ins, endorsements, mail outs, cover & change letters, policy changes, claims calls & negotiating rates with UW’s for the best rates. She stays informed of new products and conducts regular reviews clients files in order to provide them with suggestions on addition coverages, based on their assets and history. She is accustomed to working with LARGE VIP accounts and is able to cross/upsell with ease. An intelligent and delightful professional
Contact Recruiter:
All CANDIDATE PROFILES

We’ve perfected our strategy to reach passive candidates in a wide variety of career opportunities and fields of expertise in the insurance industry over the past 37 years. 

COMPANY
Discover
Support
Let's Connect!
Facebook Linkedin-in
Job Born Executive Search Inc. © 2022 All rights reserved