VIP Personal lines Account Manager

Region: Toronto Region

Work Preference: Hybrid, Office

  • ID: p-208566
  • Description: Once again, I have been lucky to have connected with an exceptional person whose passion for the industry is admirable. What I determined after my chat with her was that she is loyal to the industry, to the brokerage, admires and respects her superiors and thinks outside the box
  • Goal: Service oriented Insurance Broker who delivers high quality customer service by accurately assessing the client’s needs & recommending the most useful policies and products. .
  • Accomplishments: Having dealt with VIP clients, she has always made sure that the policy offers the best coverage they have peace of mind should there ever be a claim. Her relationship with her clients has always been very important to her. It is very important for them to know that she is there for them whenever they have questions or if a situation may come along. The relationships have given her the possibility of not only retaining her clients but also of being able to service their family and friends
  • Systems: Proficient with Epic/Agency Manager/Tam
  • Markets: Very familiar with Chubb, AIG, Aviva, Ovation, Eco, Travellers, Intact.
  • Years of Experience: 25+
  • Salary: Due to her advanced skill set and experience level, she is open to discussing an appropriate range that is in line with the industry average for this role.
  • Education: RIBO
  • Languages: English
  • Location: Toronto
  • Area of Expertise: Has always handled a sizeable VIP book of business
Additional Comments
Here are the highlights
25+ years as a VIP Personal Lines CSR
18 months in a management role
Very familiar with Chubb, AIG, Aviva, Ovation, Eco, Travellers, Intact.
Proficient with Agency Manager/Tam
References say she is always willing to go over and above.
Contact Recruiter:
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