Commercial Lines Account Manager

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: p-74686
  • Description: Articulate and educated Commercial Lines Account manager. She knows her products exceptionally well & relays that information to her clients to ensure potential risk is mitigated. She works on large accounts, as well as programs, providing start to finish service. She writes New Business as it comes, as well as endorsements, manage cancellations - high success rate of keeping their business, advises clients on self serve portal and ensures their needs are fully taken care of at all times.
  • Goal: Wants to expand into other risks, like Construction, she has a large interest in it. Be in a collaborative and positive environment.
  • Accomplishments: High retention rate, never drops the ball even being in very high end and extremely busy brokerage. She takes on large accounts and thrives working with complex risks.
  • Systems: VELOCITY, EPIC, SIG XP, APPLIED RATING, BROKER CORE
  • Markets: ALL MAJOR PORTALS AND MARKETS, SOME MGA’S
  • Years of Experience: 3 Years CL, 3 PL
  • Salary: 75kto 80k plus commission or bonus
  • Education: RIBO, CIP. looking to pursue her CAIB in the new year.
  • Languages: English
  • Location: SCARBOROUGH – MARKHAM, NORTH YORK, DOWNTOWN, DURHAM, VAGUHAN,
  • Area of Expertise: LIABILITY, MED MALPRACTICE, BUILDERS RISK, CGL, E&O, D&O, CRIME, CYBER, BOILER, EVENTS, HOSPITALITY AND RESTAURANT, MUNICIPALITY, REALLY WANTS TO BROADEN HER KNOWLEDGE IN CONSTRUCTION HAS SOME EXPERIENCE, WANTS TO FOCUS MORE.
Additional Comments
Great attention to detail, allows her to flag accounts and address any issues or outstanding documentation, she is meticulous when it comes to organization and noting in client files. Approves any UW flags, addresses anything missing in the files. She goes the extra mile to make sure her clients records are up to date, their needs are addressed and taken care of, and even follows up if their issue is passed on. She is an outstanding Service Broker with a history of success and a bright future.
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