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Manager Insurance

Grimsby, ON, Canada
October 11, 2019

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To continue to utilize and build upon my variety of experiences/knowledge base in the Insurance industry


BCM Insurance Company (Bertie and Clinton Mutual), Niagara, ON

Manager, Underwriting and Loss Control

July 2017 to present

Responsible for the administration and management of the Underwriting Staff, Loss Control Staff and operations of the Underwriting Department, and underwriting of risks of moderate complexity to complex risks, by telephone, email, or on occasion in-person

Develops and implements Underwriting plan in accordance with approved Company plan

Ensures compliance with Company policies, procedures and standards while controlling risk exposures and expenses

Conducts underwriting communication meetings as required

Improves the Underwriting operation by exploring, developing, recommending and implementing improvements to underwriting processes and practices

Ensures appropriate staff are recruited, hired and trained

Provides guidance, instructions and binding authority on risks exceeding Underwriters’ authority

Monitors monthly Underwriting Department activity, providing reports to CEO

Conducts employee Performance Reviews

Provides instruction on new risks as necessary

Responds to Agent inquires and resolves complaints arising from various sources

Ensures compliance with Underwriting File Self-Review process

Reviews and assesses moderate complexity to complex risks

Facilitates training of underwriting staff

Analyzes risk material presented

Provides instruction to Agents and Business Development Manager to assist in acquiring risks

Complies with Company policies, procedures and standards while controlling risk exposures and expenses

Ensures compliance with Large Risk and Reinsurance procedures

Requests authority from CEO on risks that exceed their own authority

Special project: Product owner for Company on technology implementation. Ongoing since Feb 2019

Aviva Insurance Company of Canada, Mississauga, ON

Commercial Lines Manager

April 2012 to July 2017

Follow company’s leadership principles with respect to leading, coaching and mentoring my team

Continually work with our external and internal partners in a professional & ethical manner: always living up to the company’s culture, values and strategies

Exhibit a strong focus on servicing our brokers and customers within my team units

Ensure a full understanding and adherence to the company’s underwriting guidelines and strategies, and work within my underwriting authority. Take personal responsibility to achieve a year on year improvement in the understanding of risks, the strengths and controls and the quality of every day decisions in line with the company’s values

Develop and maintain strong relationships with my broker partners through delivering of market leading service that will ensure high broker satisfaction. Continually look for solutions and opportunities to better understand and enhance our broker and customer experiences.

Deliver agreed upon broker service plans & business plans, along with branch/region/Corporate financial goals

Manage, coach, develop and mentor staff to execute on the goals as shown above

Outside of role: work closely with our Claims and Anti-Fraud divisions, as well as co-ordinate on risks with the MTO

Aviva Insurance Company of Canada, Mississauga, ON

Senior Underwriting Specialist

May 2010 to May 2013

Assisting in the monitoring of loss trends and developments, identifying areas of concern regarding loss ratios, risk trends, or other discrepancies within the unit, region and company

Developing and maintaining working knowledge of all Information Systems/Programs within Underwriting and Claims, and analyzing/recommending improvements to work processes and procedures

Maintaining knowledge of industry trends, developments, and regulatory changes, including competitive analysis and information, and ensuring that all necessary management systems are updated and current

Providing coaching/mentoring to Underwriting staff, including but not limited to, the Audit process

Providing training, development, and technical guidance to colleagues regarding products, systems, and processes as required

Maintaining corporate and Regional underwriting objectives, including but not limited to rate adequacy, segmentation strategies, documentation and services standards

Intact Insurance Company of Canada, Mississauga, ON

Senior Commercial Lines Underwriter

September 2001 to August 2009

Intact (Novex) Insurance Company of Canada, Mississauga, ON

Marketing Representative

December 1999 to September 2001

Intact (Guardian) Insurance Company of Canada, Mississauga, ON

Personal Lines Manager

March 1995 to December 1999


Canadian Accredited Insurance Broker

C.A.I.B. Insurance


Sheridan College

Business Diploma, Accounting and Business Management

1989 to 1992 (in the evenings)

Wilfrid Laurier University

Bachelor of Arts (B.A.), Political Science & Government


Activities: Student Legal Services volunteer

Residence Assistant

Volunteer Experience

Palliative Care volunteer

Carpenter Hospice

February 2015 to present

Community Service volunteer

100 Women Who Care, Burlington Chapter

March 2014 to present

References available upon request

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