Personal Lines Team Lead/ Sr. PL AM

Region: Hamilton Region, Niagara Region

Work Preference: Hybrid, Office

  • ID: p-68997
  • Description: Energetic and friendly Personal Lines Team Lead/ AM. She loves people and you can tell. She is overseeing a team of 6, guiding and mentoring them in achieving their goals, reaching their targets, and be the service brokers they can be. She is also servicing a 3.7 M book, full of satisfied clients. After 10 years with the same company she has made the decision to seek employment elsewhere, at a brokerage, offering stability, positive team and atmosphere. She is a rare find.
  • Goal: To work her way into a Lead role again, perhaps learn VIP as well. Mostly she seeks stability with an office that is positive and supportive of its staff.
  • Accomplishments: Has assisted the team in reaching their individual and departmental goals, praised by staff for her management style, and mentoring
  • Systems: SIG XP, ARS
  • Markets: All Major Portals
  • Years of Experience: 10 Years with the same company.
  • Salary: 70k with commission and or bonus, 5 weeks vacation, benefits
  • Education: RIBO
  • Languages: English
  • Location: ST CATHERINES, WELLAND, NIAGARA FALLS,
  • Area of Expertise: HOME, AUTO, WATER CRAFT, TRAILER, MOTORCYCLE, RVS, Leadership
Additional Comments
She is writing New Business as it presents, assisting a team of 6, servicing a 3.7M book of business, and maintains a HIGH retention rate. Her warm personality allows her to de escalate heightened situations. leaving the client feeling heard, and satisfied. She is processing endorsements, issuing certs, answering client questions, renewals, and negotiating for the best rates for her clients, successfully. She has great relationships with her UW, team and management. She is everything in one!
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