Tracy Grant
Burlington,Ontario
Summary
Experienced Account Manager with over 25 years of experience in the insurance industry, including a successful tenure at The Magnes Group. Expert in client relations and customer service, achieving a 98% retention rate. Proven ability to mentor teams and deliver tailored solutions for high net worth clients, ensuring satisfaction and loyalty.
Overview
29
29
years of professional experience
Work History
Account Manager
The Magnes Group/Axis Insurance
03.2003 - Current
- I currently manage a book of High Net Worth clients valued at $3.3 million dollars in premium. Achieved a retention of roughly 98% for the past 10 years.
- Serve as a primary advisor to my clients with annual comprehensive reviews.
- Built and maintained long-term relationships with high net worth households by providing personalized guidance, finding solutions for complex insurance needs, and meticulous attention to detail.
- Mentored junior Account Managers on best practices and industry standards.
- Responsible for meeting targets for sales, upsells and retention.
Account Manager
Cleaver Auld Insurance
02.2002 - 03.2003
- Managed personal lines client relationships meeting their insurance needs.
- Responsible for sales and meeting growth targets.
- Conducted regular reviews of client accounts to assess service effectiveness.
Account Manager
HB Group Insurance Management
01.1997 - 01.2001
- Part of a call centre managing client relationships to ensure satisfaction and retention.
- Part of a team that conducted regular audits of employee-client calls to assess service effectiveness.
Education
RIBO Licensed Since 1997
2 Years of General Arts Program
York University
Toronto, ONHigh School Diploma -
Central Bucks West High School
Doylestown, PAHigh School Diploma -
L'Amoreaux Collegiate Institute
Scarborough, ONSkills
- RIBO licensed since 1997
- Exceptional client relationship development
- Effective team collaboration
- Two years of leadership development
- In-depth underwriting expertise for high net worth clients
Timeline
Account Manager
The Magnes Group/Axis Insurance
03.2003 - Current
Account Manager
Cleaver Auld Insurance
02.2002 - 03.2003
Account Manager
HB Group Insurance Management
01.1997 - 01.2001
RIBO Licensed Since 1997
2 Years of General Arts Program
York University
High School Diploma -
Central Bucks West High School
High School Diploma -
L'Amoreaux Collegiate Institute