Candidate Profiles

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Halton Region Hamilton Region Niagara Region
Commercial Account Manager/CSR
Date: 04 December, 2024
ID#: p-5743
Goal: To work in a positive team environment, that is diverse, non discriminatory. She wants to go into work smiling, and sleep well knowing her clients have been taken care of, excited what the next day will bring. She is always wanting to learn and be exposed to new risks, new approached, and loves new insights, hence why team and good culture is so important to her.
Systems: EPIC, SIG XP, ARS, SALESFORCE, SALESFORCE – PROPRIETARY SOFTWARE, GUIDEWIRE
Years of Experience: 2 YEARS CL, and 2 years in PL, 1 year TSR
Education: RIBO, CAIB
Salary: 67-70k
Location: Hamilton, Oakville, Burlington, Niagara Region, St. Catherines, Stoney Creek - Hybrid
Work Preference: Hybrid Remote
Additional Comments:
She has worked on BOB, as well as on a queue, and prides herself on knowing her clients and what they need so she knows exactly where to send them. She is fully educated on the Policy Life Cycle. She is more interested in working in a healthy environment, where she can provide great service over monetary value. She is looking for a long term role, settle in her career, share and develop her skills in order to be a great broker, colleague and employee. She is a rare find.

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Durham Region Halton Region Peel Region Toronto Region York Region
Commercial Lines TSR
Date: 04 December, 2024
ID#: p-139855
Goal: to secure a position with a brokerage where she can grow into a CSR role, continuously learn more about commercial lines in order to be an asset her to her team as a long term employee.
Systems: EPIC - ARS, Powerbroker
Years of Experience: 6 months in Commercial Insurance. She has a history in finances and data analysis in the banking industry
Education: RIBO, LLQP
Salary: 45k to 50k
Location: Downtown Toronto - can drive to Vaughan, York Region, Mississauga, Pickering, Toronto - HYBRID will consider full time in office if close to home
Work Preference: Hybrid Remote
Additional Comments:
Highly analytical with strong attention to detail. She is processing endorsements, policy changes, payments and cancellations, outstanding invoices, issuing slips of insurance, making changes on BMS, binding policies and any other task assigned. She is looking for TSR role, where she can also learn more about account management and servicing, so she can step in as a CSR or AM to assist her team when needed. Excellent communication ability and lovely personality.

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Peel Region Toronto Region York Region
PL VIP/HNW Account Manager
Date: 04 December, 2024
ID#: p-123652
Goal: To work in a stable brokerage with less turnover, where she can grow as a professional in an industry she loves
Systems: Powerbroker, Applied Rating
Years of Experience: 10 Months as a PL TSR, 9 months as a VIP CSR/AM
Education: RIBO, PURSUING HER CRM/CIP
Salary: 55K
Location: Mississauga, Toronto, Oakville, Vaughan, Concord
Work Preference: Hybrid
Additional Comments:
My candidate in a very short period of time has not only mastered PL retail and VIP, has raving reviews from clients for her attention to detail, plus being given the honor to step in as acting manager. She is able to wear many hats, and adapts quickly. She is happy to step in & help her team where needed without dropping the ball on her own clients. She services her own book and the managers book,for the time being. She is lovely and seeks stability in a positive working environment.

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Halton Region Peel Region
Experienced Commercial Account Manager
Date: 04 December, 2024
ID#: p-48379
Goal: to work with various risk, more complex, some larger accounts
Systems: Epic
Years of Experience: 6 years in CL
Education: RIBO, CIP 8/10
Salary: 76k to 80k plus bonus or commission
Location: MISSISSAUGA, OAKVILLE, ETOBICOKE
Work Preference: Hybrid
Additional Comments:
This incredible woman, has been servicing a book, has also worked on inbox for service. She is doing full service from endorsements, to adding new bus information, writing new business if it presents, Retaining cancellations as well as processing them, mitigate risk, to remarkets. She does it all! She is a highly loyal candidate, looking to grow in her career and her current role is not allowing for that. She is exceptional at her job, and would be an asset to any brokerage she works for.

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Barrie Region Bellville Region Cornwall Region Dufferin County Durham Region Guelph Region Haldimand Norfolk Region Halton Region Hamilton Region Kingston Region Kitchener, Waterloo, Cambridge Region London Region Niagara Region North Bay North Bay Ottawa Region Oxford Region Peel Region Peterborough Region Sault Ste Marie Region Sudbury Region Thunder Bay Region Toronto Region Will also work Remote Windsor Region York Region
Personal/Commercial Producer
Date: 04 December, 2024
ID#: p-43099
Goal: To be a successful Producer, commission based, working for a reputable, honest and growth focused brokerage, where he can build on his BOB, accessing the major markets to get the best rates and keep his clients happy
Systems: EPIC, TAM, POWERBROKER
Years of Experience: 8 years including 2 years OTL.
Education: RIBO
Salary: COMMISSION SPLIT, OR SMALL BASE OF 30 - 40K
Location: REQUIRES FULLY REMOTE AS HE HAS A PHYSICAL IMPAIRMENT AND IS CONFINED TO A CHAIR. HE SUCCESSFULLY CONDUCTS HIS CLIENT MEETINGS, OVER VIRTUAL MEETINGS, AND PHONE CALLS.
Work Preference: Remote
Additional Comments:
He loves the thrill of the HUNT, closing deals, and passionately speaking to clients about their coverages, and additional products to mitigate their risks. His experience in service, allows him to clearly explain processes to his clients, and how to seamlessly understand their policies. He is friendly and loves what he does. He brings almost a decade of experience and knowledge with a polite, informative and friendly approach to sales. He is a fantastic candidate.

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Peel Region Toronto Region York Region
Sr. Commercial Account Manager - Construction and Surety Service Expert
Date: 04 December, 2024
ID#: p-145960
Goal: To become a leader in Surety and Construction. Mentor a team, pass on his knowledge and experience to assist those starting out, share his successes and insights. Educate and assist his clients through the Surety process.
Systems: Proprietary software, GRID
Years of Experience: 6 years Surety, 12 years Construction Insurance.
Education: Graduated from civil engineering, can lead a construction project from the insurance side. Holds - CIP, PMP, PQS, MRICS and is getting RIBO licensed ASAP in order to join the brokering side.
Salary: 135-140k
Location: Brampton - North York, Toronto, Vaughan, Woodbridge, Mississauga
Work Preference: Hybrid
Additional Comments:
This is the type of candidate that takes the time to explain the difference between Surety & Insurance to his clients, knows the mechanisms to look for to mitigate bond claims. Provides full support & guidance to his clients, whilst making changes to files, going above and beyond to ensure his clients avoid claims at all costs. He is a TRUE professional, and will surely be a leader in Surety in the near future. If you want an expert in Surety/Construction Service.. he is it!

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Durham Region Toronto Region York Region
Personal and Commercial Sales and Service Broker
Date: 04 December, 2024
ID#: p-154870
Goal: To work on the Brokering side, expand in Commercial as he has had some exposure, but is happy to start in Personal, where his experience has been mainly focused.
Systems: Proprietary Software, Some Exposure to Epic, Salesforce
Years of Experience: 7 Years as a Direct Writer, and 1 Year
Education: RIBO
Salary: 50k - 55k plus commission
Location: OSHAWA – HYBRID – GTA, NORTH YORK, VAUGHA, CONCORD, WHITBY, DRIVE.
Work Preference: Hybrid Office Remote
Additional Comments:
This candidate articulates extremely well, he knows his products, and is eager to join the brokering side. He has some portal exp, exceptional service skills and sales ability. Upselling and Cross selling comes easily to him. Due to his outstanding personality he builds strong relationships with industry professionals, allowing him to generate referrals as well. He is highly competent in providing full start to finish Service. With existing skills and drive, he would make a great addition.

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Peel Region Toronto Region York Region
Personal Lines TSR/Administrative Assistant
Date: 04 December, 2024
ID#: p-61449
Goal: To get her RIBO, gain experience working closely with CSR's, and eventually transition to a role where she can be a full time CSR, or work as a TSR, assisting the team with CSR coverage as needed
Systems: EPIC
Years of Experience: 1.5 years PL TSR experience
Education: RIBO Aspirant writing in June
Salary: 45k to 50k
Location: Etobicoke, Toronto, Vaughan, York Region, she is also open to relocating for the right role where she can learn and grow with the company, she wants to be one of those employees with 30 years at the same company
Work Preference: Hybrid Office Remote
Additional Comments:
Some of her daily tasks include, preparing cancellations, preparation for New Business, setting up new clients in BMS, endorsements, renewals, missing coverages, policy reviews and issuing slips of insurance. She is excited to learn more in the industry, and use that to assist her in becoming an excellent CSR, so she can be more versatile, provide TSR duties, and assist CSR's with calls if needed. She is interested in learning it all. She is very team oriented with a go getter attitude!

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Peel Region Toronto Region York Region
Insurance Training and Communications Manager
Date: 04 December, 2024
ID#: p-144046
Goal: To transfer her OTL to RIBO
Systems: Proprietary Software, Microsoft Office
Years of Experience: 7 Years in Personal Lines and VIP
Education: OTL, CIP
Salary: 85k
Location: Mississauga, Vaughan, North York, Hybrid
Work Preference: Hybrid Remote
Additional Comments:
She excels in onboarding and mentorship, people management and change management. Developed new systems for improved workflow, increasing productivity and client satisfaction. She loves assisting weaker team members to achieve their goals and skills & using the systems to their full potential. She also supports and trains the VIP team, prepares them for meetings with High Net Worth clientele, ensures they know the products. She has also been proudly teaching at the Insurance Institute of CA.

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Halton Region Hamilton Region Niagara Region Peel Region
Commercial Account Executive/ Team Lead
Date: 04 December, 2024
ID#: VIP000003989
Goal: To work in a sales focused role or in a leadership role, doing some sales and service, mentoring a sales team
Systems: EPIC, SALES FORCE
Years of Experience: 12 Years Commercial Experience
Education: RIBO, CIP, INSURANCE MANAGEMENT AT MOHAWK, B.A. GENETICS U OF OTTAWA
Salary: 65k base plus commission for Sales Role, 120-130k for Team Lead/Managerial
Location: GRIMSBY - STONEY CREEK AREA, HAMILTON, BURLINGTON - Mississauga
Work Preference: Hybrid Remote
Additional Comments:
He has very intimate relationships with his UW, he is an exceptional mentor, who loves to guide Jr.s and gift them his knowledge, offer advice on how to increase product knowledge. He is very transparent, he gets the job done timely as prioritization is key. He oversees large accounts & provides daily review of files, he can multitask like no other, & maintains a positive attitude while doing it. Highly analytical, & enjoys identifying risk exposures and recommending coverages.

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