Goal: To work continue to work with clients, and companies, utilize her customer service skills and knowledge of a wide range of risks with a company long term, she is looking to build a career with the same company, and flourish while representing the companies values and meeting targets for NB, and cross selling
Additional Comments: Proficient in assessing clients' risk exposures across various industries and recommending comprehensive insurance coverage to mitigate potential liabilities effectively.
Skilled in analyzing insurance policies to identify coverage gaps, negotiate favorable terms, and optimize coverage to align with clients' evolving business objectives. Collaborate seamlessly with underwriters, claims and professionals. Facilitate the completion of necessary documentation, endorsements, and certificates.
Education: RIBO is active and in good standing, completed 2/4 CAIB Courses, will be completing the remainder in 2024
Salary: Base Salary 55k base plus commission -(once his book reaches 1mil he is happy to move to straight commission - negotiable) does not own a book currently
Location: Cambridge, MOVING TO BRULINGTON -REMOTE: Willing to travel for meetings and 1-2 day in office a week to Vaughan/Concord Toronto, Mississauga, Oshawa, Etobicoke, Cambridge, Kitchener, Guelph, Oakville, Stoney Creek
Additional Comments: He is a creative salesman that utilizes every opportunity to grow his business and promote his name and the company's he works for.
Prides himself on his ability to turn leads into sales, by providing informed recommendations, after extensively viewing the clients history, and providing them with the information on the possible risks of waiving certain coverages. Excellent communication skills, superior customer support, and an outstanding ability to build relationships and close deals.
Additional Comments: He is a start to finish service broker, with a outstanding ability to cross and upsell. He has excellent relationships with his clients and UW team, experience taking claims calls and collecting information to pass to the claims dept along with his ability to remarket policies and send to the carriers. He believes in a personal approach to his clients, and will call them rather than email, to ensure clarity and efficiency. Exemplary communication skills and a true client focused professional.
Goal: Provide my knowledge and energy to help my brokerage succeed while enabling people and families to protect their possessions and find comfort in having all the insurance they need. To learn and broaden skills from seasoned Insurance Professionals
Additional Comments: Prioritize delivering exceptional service to every client, ensuring prompt responses to inquiries, clear communication of policy details, and proactive support throughout the insurance process.
Meticulous approach to analyzing policies and identifying potential gaps in coverage, ensures that clients have comprehensive protection against risks and liabilities.
Once a policy is sold, he is responsible for all service from that point on. Eager and dedicated to being an asset. He is a rising 🌠
Additional Comments: Outstanding negotiator and has a high success rate of obtaining the best rates for her clients. Her client retention is high, as she is a friendly and diligent Account Manger who goes to bat for her clients. She is looking to move into an Account Manager role, where she can service, upsell and cross sell to her clients. She an excellent rapport with her team, UW and clients, which has lead to many referrals and a high retention rate. She is an Exceptional Candidate and wonderful to work with
Additional Comments: With her past experience in Claims, she worked on a queue, in a fast paced environment, deadline driven, where customer service and attention to detail was a high priority. She is currently utilizing some of her Claims knowledge in her new venture as a broker in CL/PL. She finds CL to be quite interesting, and is also interested in continuing in the PL field. She is extremely intelligent, articulates well, and has a strong understanding of CL service and sales with 99% retention rate. 🌟
Additional Comments: Sharp candidate, 20 years of Progressive Experience in a Leadership roles.
Background as a Senior UW, Team Lead and Private Client Manager, she brings creative out of the box thinking, critical thinking, exceptional client relations skills and provides customized insurance solutions to complex accounts.
She will make an outstanding addition to your management team.
Additional Comments: Consistently achieved growth in sales revenue year-over-year
Recognized for outstanding client retention rates, demonstrating a commitment to long-term partnerships with clients and team, excellent relationships with UWs, along with negotiation skills
Successfully navigated complex insurance negotiations, resulting in beneficial terms for clients. Cultivating strong relationships and implementing strategic sales initiatives, plus day to day CL service to her clients, swiftly and accurately.