Highly Experienced Commercial Lines Account Manager

Region: Durham Region, Toronto Region, York Region

Work Preference: Hybrid, Remote

  • ID: VIP000007669
  • Description: Her career trajectory has been marked by relentless pursuit of excellence and a commitment to staying ahead of industry trends and changes. She quickly rose through the ranks due to her exceptional analytical skills and ability to understand complex scenarios. She is a customer service professional by nature, and believes strongly in building bonds with her clients, keeping her retention high and her clients happy. Her responsiveness, transparency, and integrity make her outstanding in her field
  • Goal: Her current situation doesn't allow for client correspondence directly, it's more email based, she wants to be in a role where she can connect with clients, build those relationships, in doing so, alleviates room for error or mis context. Her clients can see and feel her dedication to them this way, allowing her great success in obtaining referrals and a high retention rate. She wants to be servicing a book, where direct client interaction, whether over the phone, in person and email if requested, is encouraged and allowed. To be in a healthy work environment long term.
  • Accomplishments: A member of the womens Insurance Supper Club,
  • Systems: POWERBROKER, TAM, ACTURIS,
  • Markets: ALL OF THE STANDAR MARKETS, AND MGA’S PORTALS INTACT, WAWANESA, TRAVELERS MOST MAJOR PLAYERS.
  • Years of Experience: 3.5 years Commercial Lines, 2 Years Personal Lines, Health and Benefits 10 years
  • Salary: 70k to 75k with commission or Bonus
  • Education: RIBO, 2 CAIB completed, will be pursuing her CIP upon completion of her CAIB
  • Languages: English
  • Location: GTA, Pickering, Markham, North York - Hybrid
  • Area of Expertise: E&O AND D&0, PROF LIABILITY AT MARSH, CYBER, BUILDERS RISK, CGL, BASIC CONSTRUCTION EXP
Additional Comments
She is providing start to finish service, with cross selling, upselling and bringing in NB as it comes. She attends regular events to meet the UW face to face, to build relationships with them, and have strong connections, for negotiations and positive interactions. She is managing a robust book of business, prepares her renewals 60 days in advance, remarketing, and putting all her efforts into obtaining the lowest rates for her clients. She is making one last move, where she can call home.
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