Commercial Account Executive

Region: Barrie Region, Haldimand Norfolk Region, Halton Region, Hamilton Region, Kitchener, Waterloo, Cambridge Region, Niagara Region, Peel Region, Toronto Region, Will also work Remote, York Region

Work Preference: Hybrid, Remote

  • ID: VIP000007551
  • Description: A highly successful broker and a leader in the CL Industry. After 5 years of dedicated CL service and sales he decided to work altruistically in the not for profit sector. This experience in nonprofit would provide valuable soft skills, such as communication, empathy, and problem-solving, that would be highly transferrable in providing top notch sales and service, resuming his position as an industry leader. He is excited to return to his passion, as Commercial Lines sales and service leader.
  • Goal: To return to the Commercial Lines Industry and resume providing white glove service to his clients and continue to grow his business and the company's he works for
  • Accomplishments: Trajectory to be VP of Sales, Took 32 clients; 95k in revenue and turned it into over 55 clients and 365k in revenue in 24 months
  • Systems: EPIC and TAM
  • Markets: MGA, DOMESTIC CARRIERS, BOUTIQUE, LARGER RISK, CROSS BORDER, ZURICH, MULITNATIONAL. WAWANESA, TRAVELERS, AVIVA, INTACT, GORE, JEFCO, CHUBB
  • Years of Experience: 5
  • Salary: 75k to 80k
  • Education: 6/10 CIP Courses, IBAO, Diploma Business of Insurance, Previously RIBO, will need to re activate
  • Languages: English
  • Location: Mississauga, Hamilton, Oakville, Welland, Niagara, Toronto, Tilsonberg, REMOTE: York Region
  • Area of Expertise: Expertise in Realty Construction, Cyber, Cargo, Manufacturing, Bonding, Fleet and Waste Haulage
Additional Comments
• Stayed up to date on current CL products via seminars, webinars, online presence, and conversing with colleagues regularly
• Ability to manage resources, assess risk, and navigate ethical and compliance considerations making him a more well-rounded and effective insurance professional
• Managed a 1.2 Mil book of business, while managing warm leads, cold calling, servicing his clients, high referral and retention rate
• Mid to Large Market experience
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