Sr. VIP/HNW Personal Lines Account Manager

Region: Halton Region, Hamilton Region, London Region, Niagara Region

Work Preference: Hybrid

  • ID: VIP000007044
  • Description: Outstanding experience servicing VIP and High Net Worth clients, currently managing a $3M+ book of business alongside a $15M VIP portfolio. She is the kind of Account Manager who genuinely takes ownership of her clients and stays involved from start to finish. She takes the time to understand their needs, make sure they have the right coverage in place, and—just as importantly—ensure they actually understand what they are covered for.
  • Goal: Seeking to join a stable and reputable brokerage where clients truly come first, exceptional service is valued, and high professional standards are upheld. Looking for a long-term opportunity — a place to contribute, grow, and eventually retire from — while adding value to a collaborative, client-focused team through dedicated High Net Worth and VIP account management
  • Accomplishments: Commended for her ability to de-escalate challenging situations, while consistently staying on top of her own workload and stepping in to support her team when workloads became overwhelming
  • Systems: EPIC, ACTURIS
  • Markets: All Major Portals, including HNW portals, Ovation, Prestige/Premiere, Aviva, Intact, Onyx
  • Years of Experience: 12+
  • Salary: 75-80k + commission or Bonus
  • Education: RIBO, ● TORONTO SCHOOL OF BUSINESS — Toronto, ON, Micro Computer Business Applications (MCBA)
  • Languages: English
  • Location: Hamilton, Burlington, Ancaster, Stoney Creek, Cambridge, KW
  • Area of Expertise: All areas of PL retail, specializing in VIP clientele: 4.4 M homes, Island Vacation Homes, Luxury Cottages and Vehicles, Jewelry and other items
Additional Comments
Highly organized and proactive, she delivers white-glove service from start to finish, staying ahead of renewals and client needs. Through active listening and account analysis, she naturally identifies upselling and cross-selling opportunities, while her attention to detail and commitment to client relationships have resulted in an impeccable retention rate.
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