Elite Private Client Specialist -VIP

Region: Toronto Region

Work Preference: Hybrid, Office, Remote

  • ID: p-73496
  • Description: Experienced PL and VIP AM! Her dedication and loyalty are reflected in her high retention rate and positive reviews. She is highly knowledgeable of all working parts of Personal insurance and thrives in the PL retail and Private client sector. She is an exemplary candidate who exudes professionalism and takes care in her role, consistently going above and beyond for her clients.
  • Goal: To work with a stable and reputable brokerage, where she can live out her career many years down the road
  • Accomplishments: Meets targets and achieves a large amount of referrals
  • Systems: Epic, TAM, Applied Rating
  • Markets: Prestige, Chubb, Ovation, Onyx, Premiere, Cansure, Aviva, Intact, All Major Markets
  • Years of Experience: 4 years as a Private Client Account Manager, 11 years as a PL TSR/Account Associate,
  • Salary: 70-75k with commission or bonus
  • Education: RIBO, BA, HONS in Communication Studies
  • Languages: English
  • Location: Toronto, North York
  • Area of Expertise: Home, Auto, Luxury Vehicles, Fine Art, Jewelry, Wine Collections, Multimillion dollar homes and cottages, watercraft, COC's, renovations, rental properties.
Additional Comments
She is an expert with EPIC, dedicated in getting best rates, and providing white glove service for her clients. She has strong relationships with her clients, UW and team. Due to her excellent communication ability and education, she is able to cross-sell and upsell with ease and clearly articulate to her clients the coverages they need. She is who you want servicing your VIP book and clients.
Contact Recruiter:
All CANDIDATE PROFILES

We’ve perfected our strategy to reach passive candidates in a wide variety of career opportunities and fields of expertise in the insurance industry over the past 37 years. 

COMPANY
Discover
Support
Let's Connect!
Facebook Linkedin-in
Job Born Executive Search Inc. © 2022 All rights reserved