Akshit Vij
Client Manager, Commercial Lines @Jones DesLauriers
Signup · Get unlimited contacts
WORK HISTORY
Client Manager, Commercial Lines @Jones DesLauriers
Mississauga, ON, CA
Managing a renewal book of business with a consistent focus on client retention and satisfaction, maintaining a retention rate of 95% or higher- Collaborating closely with Producers and internal teams to ensure seamless service delivery, marketing strategy execution, and efficient renewal processes in line with company best practices- Acting as a trusted advisor by setting clear expectations with clients and partners, providing timely and proactive communication- Supporting and executing strategic plans in partnership with Producers to address client needs and evolving business objectives- Identifying opportunities for growth within existing accounts, contributing to departmental production goals, and supporting cross-selling initiatives- Preparing proposals and stewardship reviews tailored to client objectives and industry trends- Managing all aspects of account documentation, including quotes, binders, policy changes, and endorsements- Conducting in-depth reviews of client coverage, loss history, and risk exposure to ensure optimal insurance solutions- Maintaining up-to-date workflow documentation within EPIC and ensuring process adherence.Overseeing timely and accurate servicing and billing of accounts- Engaging in professional development and cross-sell campaigns to stay ahead in a fast-paced, client-focused environment- Building and maintaining strong, collaborative relationships with clients, internal teams, and business partners.
EDUCATION
Insurance Brokers Association of Ontario
Canadian Accredited Insurance Broker (CAIB), Insurance
Seneca Polytechnic
Postgraduate diploma, International business management
University of Toronto School of Continuing Studies
Canadian Risk Management - Foundations of Risk Management
Delhi University
B.com (h), Business Administration and Management, General
Insurance Institute of Canada
Chartered Insurance Professional (CIP), Insurance
Insurance Institute of Canada
RIBO, Insurance
Seneca Polytechnic
Postgraduate Diploma, Financial Planning and Services
ABOUT AKSHIT VIJ
I am a results-driven service insurance broker with a demonstrated history of delivering exceptional client support and customized solutions. My core strength lies in fostering and nurturing robust client relationships through proactive communication and personalized service. Equipped with hands-on experience in navigating intricate policy landscapes to ensure optimal coverage, I bring expertise in EPIC and Applied Rating System (ARS) to every engagement. Currently on the path towards earning the Chartered Insurance Professional (CIP) and Canadian Risk Management (CRM) designations, I am deeply committed to continuous professional growth and adding value to progressive organizations.My skills:• Proficient in MS Office (Excel {VLOOKUP, Pivot Tables, Macros and VBA}, Word, PowerPoint, Access).• Problem-Solving, Leadership, Interpersonal Communication Skills, Decision making
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.