Private Client Account Manager

Region: Toronto Region, Will also work Remote

Work Preference: Hybrid, Remote

  • ID: p-73496
  • Description: Experienced Personal lines and Private Client Account Manger. She has been in the industry since 2011 to 2022 as a PL TSR/Account Associate, where she then moved in the Private Client Sector for the past 2 years. She has been with the same company for over 9 years. Her dedication and loyalty reflect in her high retention rate, and positive reviews. She is highly knowledgeable of all working parts of insurance and loves being in the Private client group sector. She is an exemplary candidate💫
  • Goal: To continue to provide top quality service to her clients in a hybrid work environment with a collaborative team and great management
  • Accomplishments: Graduated with honors in Communication studies, making her an exceptional communicator
  • Systems: Epic, Applied Rating
  • Markets: Prestige, Chubb, Ovation, Onyx, Cansure, Premiere , All Major Markets PL
  • Years of Experience: 11 years as a PL TSR/Account Associate, 2 years as a Private Client Account Manager
  • Salary: 66k to 70k with commission or bonus
  • Education: RIBO, BA, HONS in Communication Studies
  • Languages: English
  • Location: North York - Hybrid 2 days a week
  • Area of Expertise: Home, Auto, Luxury Vehicles, Fine Art, Jewelry, Wine Collections, Multimillion dollar homes and cottages, several properties,
Additional Comments
This is a highly dedicated candidate, looking for a remote position, where she can continue to do great work in the private client sector. She is a motivated outside of the box thinker who has a knack for finding creative solutions for those hard to place risks. She has strong relationships with her clients, UW and Team. Due to her excellent communication ability she able to cross sell and upsell with ease, and clearly articulate to her clients the coverages they need. This is your VIP AM.
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