Experienced Commercial Account Manager

Region: Peel Region

Work Preference: Hybrid, Remote

  • ID: VIP000001971
  • Description: My candidate is a sharp critical thinker who provides full-cycle account management, including renewals, remarkets, endorsements, upselling and cross-selling opportunities, claims assistance, invoicing, and follow-up on outstanding documentation. Skilled in risk analysis, policy reviews, and presenting coverage recommendations to help clients mitigate risk. His warm, patient, and inviting personality allows you to feel instantly comfortable in every interaction.
  • Goal: To work with a growth and customer oriented brokerage. Expand his knowledge in different risks
  • Accomplishments: Strong understanding of carrier portals and underwriting platforms, ensuring efficient processing and accurate documentation, great relationships with UW's
  • Systems: EPIC, Powerbroker
  • Markets: All Major Markets and MGA's
  • Years of Experience: 5 years in Commercial lines SME to Mid, 11 years in Personal Lines including High Net Worth
  • Salary: 72-75k with commission or bonus
  • Education: RIBO, 4/10 CIP
  • Languages: English
  • Location: Brampton, Mississauga
  • Area of Expertise: CONSTRUCTION, CGL, BUILDERS RISK, D&O, E&O, PROPERTY REALTY, MANUFACTURING, SMALL BUSINESS, CYBER, WAREHOUSE, SNOW REMOVAL, FARM, TRANSPORTATION, TRUCKING, FLEET
Additional Comments
His proactive approach to risk analysis and policy reviews ensures each client’s coverage truly reflects their operations and exposures. Prepares clear, client-focused recommendations and takes the time to explain coverages, answer questions, and guide clients through decisions with confidence. He has a calm, professional approach to de-escalation and building trust through clear communication and practical solutions.
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