Description: Insurance professional with 16 years of industry experience, including 3.5 years as a Commercial Lines AM. Brings a well-rounded generalist background handling a diverse range of commercial risks, including garage, towing, healthcare, manufacturing, and rental equipment, with premiums ranging from $25K to $500K. Manages a $3M book of business and has consistently maintained an excellent retention rate of 97%. Known for delivering outstanding client service and building lasting relationships
Goal: Seeking a Commercial Account Manager role where he can continue to grow and develop his expertise within Commercial Lines
Accomplishments: Completed 6 of 10 CIP courses
Systems: EPIC and TAM
Markets: MGAs
Years of Experience: 3.5 year of experience as a Commercial Lines AM / 9 years of experience as a Personal Lines Service and Sales Broker / 4 years of experience as a Personal Lines TSR
Education: RIBO License / College Diploma / Pursuing CIP Designation - Completed 6 of 10 CIPs
Languages: English
Location: Richmond Hill
Area of Expertise: Commercial Lines
Additional Comments Experienced in managing and growing mid-market portfolios, delivering complex risk solutions, with strong expertise in insurer negotiations and cross-selling