Goal: She is eager to join a brokerage where she can grow her career long-term, contribute meaningfully, and ultimately build toward retirement with the organization where she can write New Business organically and service her clients
Additional Comments: She supports junior staff through training, guidance, and escalation handling, stepping in to assist with complex issues and ensuring quality service across the team. Her experience includes issuing slips, obtaining driver abstracts (MVRs), and maintaining strong communication with insurers to negotiate highly favourable outcomes for clients. She works on a high-volume queue, servicing each new client she brings in from start to finish. She is a great addition to a client-focused team.
Goal: Looking for a Commercial Lines Account Manger role. Ideally working with medium or large clients with both management and sales aspects. Both meeting with clients and managing email requests.