Personal Lines VIP/HNW Account Manager

Region: Peterborough Region, York Region

Work Preference: Hybrid, Remote

  • ID: VIP000001999
  • Description: Personable and knowledgeable VIP Account Manager is a wealth of knowledge. She took time to work on the company side to get add value to her knowledge and career in VIP. She is looking to return to Account Management, as building relationships, helping people ensure their prized valuables are covered is her passion. She loves to feel like she has helped people at the end of the day. She knows how to handle VIP clientele, using a white glove approach to service and building trust.
  • Goal: To return to Servicing a Book of VIP clients, always continuing to build on her knowledge and education
  • Accomplishments: Successfully serviced an 8M to 10M book of business. Had a high retention, and recieved many referrals due to her high level of experience and knowledge in the VIP field.
  • Systems: POWERBROKER, SIG XP, EPIC
  • Markets: ALL MAJOR PORTALS, CHUBB, PREMIERE, ONYX, PRESTIGE, OVATION, INTACT
  • Years of Experience: 10
  • Salary: 85-90k with Commission
  • Education: RIBO
  • Languages: English
  • Location: Peterborough, Vaughan
  • Area of Expertise: PL VIP - Luxury Cottages, Multimillion dollar homes, Wine Collections, Fine Art, Jewelry, Musical Equipment, yachts, high value boats and rare furniture, as well as other rare and eccentric valuable items
Additional Comments
This candidate is driven,thrives on knowledge and feeding her need to continuously learn. Her greatest attribute is she actually cares that she helps people at the end of the day, which makes her an outstanding broker. She knows how to handle difficult and high maintenance types of clientele, her product knowledge is above par. She will negotiate for best rates, she looks for ways to save her clients money, by reviewing their portfolio and offering educated solutions.
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