Goal: Use her extensive experience creating and executing groundbreaking solutions to customer mandates, while supporting her advisors in all aspects of their role, including underwriting and lead generation
Additional Comments: Using UW and a Broker’s perspective, she evaluates all aspects of client submissions, understands the appetite of sureties, and develops creative solutions to secure coverage, even for clients initially outside standard guidelines, leveraging financial analysis and alternative structuring. Leading a productive team through the use of analysis, metrics, and KPIs. She has strong market relationships, a commitment to customer excellence, and targets appropriate New Business.
Goal: To service a book, build relationships with his clients, really learn about their business, so he properly ensure they have the most suitable and tailor made coverage for their needs!
Systems: Salesforce and Proprietary Software. Very tech Savvy
Additional Comments: His results speak for themselves - consistently exceeding both personal and team goals. With impressive technical knowledge for his experience level and a driven, upbeat attitude, he brings real energy and professionalism to every client interaction. His meticulous attention to detail and genuine passion for commercial lines and relationship building make him an asset to any team. He’s ready to dive deeper into the commercial space and make a powerful impact.
Additional Comments: She gets the leads and goes to work, securing the relationship and trust to close the sale.
Core Skills: Homeowners & Auto Insurance Bundles, including VIP and High Net Worth
Personal Liability & Umbrella Policies, Risk Assessment & Needs Analysis
Client Relationship Management & Advocacy
With her friendly & knowledgeable approach to sales, she closes the deals, and sets the bar for client relationships
This an inside broker you want to meet, to see personally the value she brings with her
Systems: EPIC (Was a Trainer on EPIC an very proficient with this BMS), SIG-XP, and ARS, Microsoft Office ( Excel, Outlook, Word, Teams, Sharepoint, HubSpot)
Additional Comments: This hardworking candidate likes to be busy. Willing to obtain her RIBO - Commercial Lines holds her interest but would consider Personal Lines as well . While she may start at TSR position, NOTHING will hold this lady back. Excellent customer service, strong interpersonal abilities to deal with both clients and co-workers, organizational and detail orientated. Totally driven and focused.
Additional Comments: This man WILL go places - on track to write his RIBO Feb/24, 4 other CIPS by end April/24 and to graduate Humber Insurance Management Course May 2024
