Goal: Focus his attention being known for his ability to go above and beyond for his clients, and eventually grow into a leadership role, where he can share his skills and passion to a team of his own, and watch them develop and grow
Additional Comments: - Utilizes active listening and evaluation ability to individualize policy recommendations based on their specialized needs
- Communicates clearly to clients the features and advantages of various polices to promote sales and ensure his customers are properly covered
- Built and maintained strong relationships with underwriters, along with friendly negotiation skills with underwriters for policy approvals
- Energetic and communicative professional, dedicated to servicing his clients needs
Additional Comments: He is servicing a 2 mil BOB, working on large VIP accounts as well as smaller PL accounts, treating each account as if they were his only one. Some of his daily tasks include, taking claims calls, handling difficult calls and finding a resolution to the issue, Policy Review for missing coverages to recommend & protect his clients assets, negotiating for the best rates, great relationships with UWs, Risk Assessment and more. This is someone you want on your team, a mentor and PL expert!
Additional Comments: Highly individual, having been with the same company for over 14 years, she has worked in retention, sales and service and has 10 years of experience in a leadership capacity. She is confident in her ability to manage a successful team, providing guidance, implementing new processes for improvement, while creating a positive safe space for her team to approach her for any support. She is also very analytical, and reviews metrics, seeking out any areas for improvement. Natural Leader.
Additional Comments: Exceptional ability to build relationships with all levels of a company. Some of his daily duties include, taking leads given to him and turning them into sales, quoting and negotiating with UW's for the best rates to ensure his clients are satisfied and properly protected. In addition he is accustomed to issuing certs of insurance, policy changes, binding policies, endorsements, and renewals. Prides himself on his high retention rate. Exceeded targets for 2023,
Goal: Resume his place in the Brokering in a Managerial Role
Systems: SALESFORCE, IS FAMILIAR EPIC, WOULD NEED REFRESHER, HIGHLY TECH SAVVY ABLE TO PICK UP NEW SYSTEMS WITH EASE.
Years of Experience: 14 years in Commercial Sales and Service, 12 Years of Surety and Sales
Education: OTL is being transferred to RIBO (has held RIBO previously, to Obtain OTL, is now looking to go back to Brokering) 9/10 CIP Courses Completed, Licensed in all Provinces in Canada (RIBO to come soon)
Additional Comments: Analytical gentleman, cultivating leads and turning them into sales. He goes to the companies directly, ensuring he has the correct person who looks after their insurance and establishes relationships, then finds the markets that fit. He has a positive and encouraging approach to leading his team, he provides 1to1's, reviewing metrics, call monitoring and coaching on way to improve service and build their sales confidence along with change management experience. He is true leader.
Additional Comments: Our candidate is currently working in a large brokerage supporting Commercial Account Managers on a team.
The work is varied and interesting, she handles certificates, liability slips, binders, SOVs, proposals, and processing of endorsements and policies, in addition to invoicing and managing receivables.
With a background in front line banking, she transitioned into insurance and she loves it... She loves working with people. She is personable, tech savvy, and will be a great addition.
Goal: Feels he has so much more to give, and would like the opportunity to work with a company, who will work with him on his visions and implementation suggestions, as his track record has been very successful in doing so. He is also interested in eventually learning more about Commercial Lines, should the opportunity arise.
Years of Experience: 3 Years as a Personal Lines Manager, 6 Years in home and auto OTL, 7 years as a SR. PL Underwriter - specialty vintage cars, VIP Clientele, Multi Million dollar homes, fine art, high value items,
Additional Comments: Throughout his career in PL, he has been in a leadership role, whether it be the company side, or the Broker side. He ensures his team hits sales targets, coming up with creative ways to bring on new markets, always working on his own and his teams personal growth and development, team seminars to stay up to date on new products, regulations etc. Provides a welcoming environment for his team to ask questions, while servicing a ROBUST Book, exceeding his own sales targets. He is a born leader
Additional Comments: She is a highly motivated and well versed Commercial CSR and with her international experience combined with her ON experience, would make for an exceptional Underwriter. She has experience in supervisory UW capacity internationally. As an ON broker, negotiated with UW's, developed relationships with all levels of the organization. She has exemplary communication and assists with Underwriting submissions, to issuing slips of Ins, and a drive to make her dream of being an UW into a reality.
