Commercial Lines Account Manager

Region: Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-69934
  • Description: Articulate and client-focused commercial account manager who brings professionalism, leadership, and strategic insight to each interaction. Manages a $2.5M book of business, handling complex small- to mid-market accounts. She’s known for her exceptional client service, retention, and mentorship, consistently exceeding new business, cross-sell, and upsell targets. She ensures customers are satisfied with their service, and team is make every interaction a positive one
  • Goal: To join a progressive brokerage that offers stability, growth, and the opportunity to move into leadership or management, happy to still service a book.
  • Accomplishments: Exceeds annual targets for NB, cross-selling, and retention
  • 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: 5 years
  • 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: Ayr - Hybrid or in office, Remote if outside of Ayr.
  • 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
Proven performer who leads with purpose, builds lasting relationships, and elevates the client experience at every level. She mentors junior staff, promotes collaboration, and drives team efficiency through strong communication and project management. She leads by example—balancing client advocacy with professionalism, empathy, and integrity.
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