Commercial Lines Account Manager

Region: Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-69934
  • Description: With over 3.5 years of experience in the insurance industry, she is known for her exceptional client service, warm & friendly demeanor, strong retention rates, expertise in risk assessment, and proficiency in handling complex accounts. She brings a wealth of knowledge and expertise to every client interaction. Managing a 2.5 mil Book, while turning warm leads into sales, exceeding cross/upselling targets, managing small to midsize accounts. It's her you want servicing your clients!
  • Goal: To obtain a Stable position in the industry, with opportunity for growth, working with more risk, obtaining her CAIB, and eventually taking on a managerial role
  • Accomplishments: Exceeds her sales targets, for NB, Cross selling and upselling.
  • Systems: Applied Epic (Applied Systems) | Salesforce | Gias/Genelco (Concentrix Software) | Microsoft Suites Programs |Adobe/PDF | Zendesk| Google Sheets
  • Markets: Intact | Gore | Forward | Premier | Apollo | Economical | Markel |Coalition cyber| Wawanesa |SGI| TriPoint | CFC
  • Years of Experience: 3.5 years CL Account Manager, 1.5 CL TSR
  • Salary: 85k to 95k with Commission or Bonus
  • Education: RIBO, CRM, CIP, Certificate Insurance Mgmt. Prop & Casualty, Associate degree Information Technology --- AHIP Certificate HIA (Health Insurance Associate), Certificate Project Management, Ja. Bachelors Operations Management & International Business 2010
  • Languages: English
  • Location: North York: Hybrid - DOWNTOWN, VAUGHAN, CONCORD, anywhere WITHIN AN HOUR FROM KEELE AND FINCH
  • Area of Expertise: Some Construction, Wrap up policies, Builders Risk, E&O, D&O, Structural Engineer,24 Hour Gyms, Tech Management Firms, Project Management & Consulting Firms, Salons and Parlors, CGL, Commercial Auto, Law Firms, Psychoanalytic Group Program, Property and Casualty
Additional Comments
Some of her strengths include, Project management, people management, time management, conflict resolution, analytical, technical, team building, cross- and up-selling, negotiating, portfolio and account management, direct customer facing roles, leadership management, and coaching. She loves being in a client facing role, where she can get to know her clients, their needs and be their guide to queries and products. She alleviates them from worrying about their coverage, knowing its in her hands
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