To secure a role where I can continue to identify new business prospects in a prompt & efficient manner in order to maximize business growth, improve customer loyalty, and reduce operational expenses.
Highlights of Skills
Client-focused individual with 20+ years of progressive work experience & skills in delivering effective solutions within a busy & deadline-driven environment in order to boost business growth & quality of service
Ability to work under a unified mission of continuous improvement and operational excellence which was successfully demonstrated while working as a Business Manager/Co-Founder at ASM Group Ventures Inc.
Committed to providing the highest quality of business services support which is proven by obtaining a licence in Canadian Mutual Funds (Investments); also hold certification as a Branch Compliance Officer and as a Certified Health Specialist: Insurance (have been fully Life and A&S Insurance licensed)
Recognized for building a world-class team Bilingual Administrative team that consisted of 10 full time permanent administration positions responsible to service over 20,000 policy holders across Canada as well as support a captive sales force, independent contractors and Dealer/Broker networks)
Professional, well-spoken, and very personable which is proven through former role completed as an Assistant Branch Manager and Compliance Officer for the leading financial services company in Canada, RBC Royal Bank Insurance
Areas of Expertise
Leadership & Team Building
Strong Decision-Making Skills
Cultivating Client Relationships
Streamlining Business Operations
Project Management (PM) Skills
Developing Insurance Products
Human Resources Management
Market Research & Analysis
Sales & Marketing Strategies
Professional Work Experience
TKM Group Venture Inc. Sept 2018 Present
Senior Vice President
ASM Group Ventures Inc. October 2014 – October 2018
Co-Founder/Co-Owner (Cambridge, ON)
Cultivated a dynamic & productive learning environment by effectively leading & coaching team members
Oversaw business operations that entailed: creating, marketing, & administering financial Guaranteed Asset Protection Insurance (for retail Automotive & Heavy Truck/Equipment market spaces in Canada)
Optimized business efficiency by resolving challenges in a prompt & professional manner
De-escalated urgent situations by utilizing excellent problem-solving & decision-making skills
Stowe Enterprises Ltd. January 2015 – November 2018
President (Sherwood Park, AB)
Surpassed profitability & business growth for Stowe Enterprises Ltd. by ensuring company goals were not compromised while meeting clients' business needs and objectives
Demonstrated excellent problem-solving & financial management skills while effectively planning, coordinating, and overseeing day-to-day business operations
Collaborated with clients by establishing a reputation built on trust, integrity, and empathy
Additional Work Experience
Bingham Group Services Corp. (Vancouver, BC), Co-Founder/Co-Owner, June 2008 – August 2014
Omni Group Services Corp. (Vancouver, BC), Vice President/Senior Manager, September 2004 – July 2008
RBC Royal Bank Insurance (Burnaby, BC), Assistant Branch Manager, May 2001 – August 2004
Co-Founder and Co-Owner of Bingham Group Services Corporation ("BGS"). "BGS" was a Third Party Administrator ("TPA") and Managing General Agency ("MGA") in the business of creating, marketing and administrating Group Creditor Insurance (including mortgage insurance) and Guaranteed Asset Protection ("GAP") Insurance in the retail automotive, heavy truck/equipment and mortgage market spaces in Canada. Started in 2008 with 4 staff and grew to 20 full-time staff with another 40 Independent Contractors in 2016. BGS Consistently grew premium sales, year after year, by a minimum of 25%. Utilizing its captive sales force, independent Contractors and Broker/Dealer networks BGS grew total sales, since inception, to over $157M in premium sales (aggregate sales amount) in 2016.
Co-Founder and Co-Owner of ASM Group Venture Inc. ("ASM"). ASM is a TPA creating, marketing and administering financial Guaranteed Asset Protection ("GAP") Insurance in the retail Automotive and Heavy Truck/Equipment market spaces in Canada (excluding QC).
Worked exclusively with a number of major Insurance Companies in Canada (Great West Life, Canada Life, Co-operators, Standard Life, Unity Life, Foresters Life, Sovereign General, SSQ Life and Blue Cross) in the full development of various insurance products. This work also included the negotiations on product development with Actuaries, Underwriters and General Counsel. Worked with various Senior Management (i.e. Presidents, CEOs, VPs, Directors, etc) in successfully negotiating both BGS and ASM TPA Agreements. Created (with Foresters Life Insurance Company) Canada's first "simplified" and "guaranteed issue" mortgage insurance product with a benefit amount of $500,000.
Hired and worked with Senior I.T. Programmers to develop proprietary, state-of-the-art, "front-end" systems (i.e. Dealer and Broker delivery portals for all consumer point-of-sale transactions) and "back-end" administration systems (including all month-end reporting requirements for in-house purposes & external Partner’s requirements).
Built a Bilingual Administrative team that consisted of 10 full time permanent administration positions responsible to service over 20,000 policy holders across Canada as well as support a captive sales force, independent contractors and Dealer/Broker networks.
Built up a distribution network that consisted of 2500+ points of sale through the Finance and Insurance offices ("F&I") in the Heavy Truck / Equipment and Automotive Dealerships. Also directly connected over 2000 Mortgage Brokers to our mortgage insurance program through our online delivery system.
Education & Certifications
Certified Health Specialist (CHS): Insurance, Advocis – The Financial Advisors Association of Canada, 2010
Canadian Mutual Funds Licence: Investments, Institute of Canadian Bankers, 2002
Branch Compliance Officer Certificate, Institute of Canadian Bankers, 2002
Level II Licence: Insurance, Insurance Councils of Saskatchewan, 1997
Registered Health Underwriter (RHU)
Bachelor of Arts – Political Science and Economics, University of Saskatchewan, 1997