Personal Lines Leader and Sr. Account Manager

Region: Hamilton Region

Work Preference: Hybrid

  • ID: VIP000005387
  • Description: My candidate has a warm and positive method for mentoring teammates and training new staff; she’s a go-to resource for complex policies and procedures. A true team player. Dedicated, detail-oriented, and client-focused, she consistently goes above and beyond to find the best coverage and rates. She is passionate about knowledge and helping others grow!
  • Goal: To lead a successful, handling difficult or complex situations. Be a part of a success and positive team, using her experience and knowledge to assist others, achieve their goals, and rise in the industry.
  • Accomplishments: High referral rate, acknowledged by team and clients for excellent service and leadership
  • Systems: EPIC, ARS
  • Markets: All Major Portals
  • Years of Experience: 15 years
  • Salary: 90k
  • Education: RIBO
  • Languages: English
  • Location: Burlington, Hamilton,
  • Area of Expertise: PL leadership, retail and MOTORCYCLE, RV, TRAILER, WATER CRAFT,
Additional Comments
She takes great pride in managing her clients’ needs from start to finish – renewals, endorsements, remarketing, policy changes, you name it. She’s all about building strong relationships, finding the best rates, and keeping retention high. Whether it’s mentoring teammates on tricky policies or training new hires, she is on top of it.

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