Experienced Personal Lines Account Manager

Region: Halton Region, Peel Region, Toronto Region

Work Preference: Hybrid, Remote

  • ID: p-72766
  • Description: Personal Lines AM, happiest servicing her clients to the best of her abilities, including collaborating with UW's for the best rates, identifying opportunities to cross/upsell by analyzing accounts, and really knowing her clients. She is managing a ROBUST book of business with over 1200 accounts as well as working on a queue, maintaining a high retention rate, plus writing & bringing in New Business. Her dedication to customer excellence makes her an outstanding broker
  • Goal: To service a Book, get off the queue, so she can give her clients the attention they deserve. She is also very interested in working for a company that will train and mentor her in Commercial so she can be more versatile, and move within her brokerage. She is very team oriented and loves to help out anywhere she can
  • Accomplishments: AWARDED TOP SALES INTERNATIONALLY FOR THE TEAM. Brought in over 110k in NB
  • Systems: POWERBROKER, SIG XP, TAM, EPIC
  • Markets: VIVA, ECHELON, ECONOMICAL, CAA, GORE, UNICA, SGI, INTACT, TRAVELERS, WAWANESA, ALL MAJOR PORTALS.
  • Years of Experience: 9 Years
  • Salary: 65k to 70k plus commission
  • Education: RIBO, 6/10 CIP Completed
  • Languages: English
  • Location: Caledon - Hybrid schedule to travel - Oakville, Mississauga, Vaughan, Etobicoke
  • Area of Expertise: HOME, AUTO, MARINE and PLEASURE CRAFT, RVS, TRAILERS, MOTORCYCLES
Additional Comments
This incredible professional knows how to hustle, she processes New Business, brings in NB through referrals, is doing remarketing, policy changes, reinstatement of policy, claims, listens and de escalates heightened situations to avoid further escalation, she has a great rapport with her UW’s allowing her to get the best rates. Her Customer service is above par, and would love the opportunity to work in PL , and eventually be trained in Commercial, to be versatile to her brokerage. SUPERSTAR💫
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