Commercial Account Manager

Region: Toronto Region, York Region

Work Preference: Hybrid, Office

  • ID: VIP000007457
  • Description: My candidate is like a "unicorn" in the insurance world! She possesses a rare combination of technical expertise and client-focused service. She manages a $3M book of business with precision and care, leveraging her experience in underwriting, service, sales, and marketing to deliver exceptional client experiences. Proactive, approachable, and results-driven, she ensures clients fully understand their coverage while providing confidence throughout the policy life cycle.
  • Goal: She is seeking a growth-focused brokerage that values work-life balance and internal advancement. Her goal is to find a long-term home where she can continue servicing her valued clients, grow within the organization, and ultimately build a career she can retire from with pride.
  • Accomplishments: Successfully secured new business relationships with 32 MGAs for her company. High retention rate and outstanding client reviews
  • Systems: EPIC, Tam, Powerbroker, SIG XP
  • Markets: All Major Markets and MGA's
  • Years of Experience: 3 years in commercial lines, and 8 Years in the Insurance Industry
  • Salary: 75-85k with bonus or commission
  • Education: RIBO, CIP
  • Languages: English, Mandarin
  • Location: Stouffville, Aurora, Markham, Richmond Hill, Newmarket
  • Area of Expertise: FLEET, CONTRACTOR, CONSTRUCTION, BUILDERS RISK, SPA, SALON, MANUFACTURING, CANNABIS, E&O, D&O, MINOR EXPOSURE TO CYBER, SME TO LARGE, THEFT, WATER DAMAGE, IRCAFLEET, COMMERCIAL TRANSPORTATION, IRCA, HOSPITALITY, FRANCHISES – HOTELS, CGL, CPL, SOME FARM, CYBER, COMMERCIAL REALTY, WAREHOUSE, SMALL BUSINESSES
Additional Comments
Performs thorough portfolio reviews and maintains meticulous client records.
Handles client issues professionally, following through to resolution.
Collaborates effectively with underwriters and internal teams to ensure smooth operations and optimal account outcomes.
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