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Manager Insurance, Business Development

Calgary, AB, Canada
May 20, 2020

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Senior Business Development/Risk Management Executive

I am seeking a senior position with a progressive and dynamic organization that will utilize my experience, education and transferable skills.

Selected Business Development Competencies

High achiever, efficient, responsible, focused, flexible, organized, accomplished, senior leader, entrepreneurial, professional, reliable, competitive and successful; both professionally and personally. Customer relationship, project coordination, new territory development, key account management. Insurance expertise Oil and Gas Risk Management. Committed to contributing to revenue growth, increasing the bottom line and improving efficiency of an organization. High impact executive presentations and relationship selling strategies.


Burns & Wilcox Canada (Dec 2014 – Current)

Managing Director, Western Canada

Management and responsibility for the growth of the Western Canadian Region, change of culture, and business development of new and existing broker relationships. Marketing of the Centers of Excellence.

Reporting to the Corporate Associate Vice President

Responsible for Regional Growth, Expenses and Accounts Receivable as it pertains to MGA Business

Brokerlink (2012 - 2014)

Commercial Insurance Manager, Alberta

Management and responsibility for the growth, change of culture and promotion of new business of a team of 15+ insurance professionals at the Calgary H.O. and the coordination and providing directional support to the other regional branches for their commercial teams. 110 + Branches in Canada

Reporting to the Regional Manager and District Manager

Responsible for Branch Growth, Expenses and Accounts Receivable as it pertains to Commercial Business

Zurich Canada

Director and V.P. of Business Development, Western Canada

Global Corporate & Global Energy – (2007 – 2011)

Primary role and responsibilities were to build, develop, service and maintain relationships with key brokers and customers, ensuring more sustainable underwriting propositions.

Pro-actively manage a tripartite relationship - ensure alignment of insured, broker and Zurich requirements.

Provide expert advice to significant customer(s) and development of strategic plans to enhance opportunities and reduce business risk.

Gain a better understanding of our customers and market insight.

Leverage our combined capabilities and develop cost effective solutions and strategies that brought the greatest value to the customers and brokers.

Manage sales pipeline - develop list of prospects - vet lists through internal databases/systems and with GC segment leader and track progress through the sales cycle.

Zurich Canada

Distribution Manager, Western Canada – (2005 – 2007)

Primary responsibilities were to build, develop, manage and secure relationships with key brokers, ensuring that they have a complete understanding of Zurich products, services and capabilities.

Formulate sales plans with selected brokers to further align them with our Strategic Business Unit.

Monitor broker performance against targets and work with the Strategic Business Units to assist in the implementation of action plans to improve performance, focus on profitability rehabilitation, coaching on risk selection and action plans to achieve and exceed revenue goals.

Responsible for over 200 Property/Casualty brokerages across Western Canada.

Develop and work within budget for territory.

The St. Paul Travelers

Senior Risk Management Specialist – (2001 – 2005)

Perform property and casualty loss control inspections.

Specialized in both Oil & Gas and Product Liability (Manufacturing, Technology, Public Sector Services (Municipal Districts; Schools, Arenas, Playgrounds, Water Treatment, etc.), Food, Beverage, Fleet Management/Transportation).

Perform risk assessment and analysis of insured’s business/operations, products, report compilation, presentation of recommendations, including follow-up and assistance for insured’s and brokers.

Renfrew Thompson Insurance Ltd.

Producer, Commercial Account Executive – (1998 – 2001)

Review and placement of large commercial risk insurance programs.

Prepared proposals and presentations to large groups and Boards.

Created, managed and ran seminars.

Maintained and exceeded all sales goals. A proven leader within the organization.

Marketing Manager - (1996 –1998)

Investigate all new commercial market development; programs, new entrants, competing insurers and brokers at the retail and wholesale level.

Develop new programs focused on specific profitable classes of industry.

Develop and maintain strong, productive relations with traditional and specialty insurers as required.

Negotiate best coverage, rate levels and other policy terms available from insurers.

Negotiate placement of insurance submissions to the various Insurance Markets.

Build and maintain relationships with all Insurance Companies.

Norcen Energy Resources Limited/Encor Energy Corporation Inc.

Risk Analyst, Risk Management - (1989 – 1996)

Negotiate, minister, control and resolution of insurance claims.

Implement corporate insurance programs, risk control, risks financing, loss prevention inspections, fleet management programs, and safety/security services.

Development of risk policies in collaboration with every facet and division of the organization in-line with corporate risk tolerances.

Selection and development of risk management software, work with IT to develop and test accordingly.

Coordination and placement of insurance for major projects (worldwide).

Prepared due diligence reports, analysis/policy review (liability/indemnity and insurance provisions). Underwriting submissions and preparation of insurance renewals.

Provide advisory services to propane companies.

Allocation and coding of insurance premiums, calculate policy adjustments.

Computerized domestic/international drilling activity.

Formulate detailed yearly forecasts and operating budgets.

Create and implement loss history database; property, casualty, fleet and loss probability analysis/statistical reports.

Insurer, broker and adjuster selection process and analysis.

Review, monitor and control of insurance certificate requests.

Liaison with all levels of commercial insurers, brokers (worldwide)

Canadian Imperial Bank of Commerce - (1985 –1989)

Selected as one of two persons from the U of C to be educated through the C.I.T. training program, which trained me in every facet of the banking industry up to the position of Branch Manager.


1990-1994 Membership Director for Southern Alberta Risk and Insurance Management Society (S.A.R.I.M.S.)

Insurance Brokers Association

Insurance Institute of Canada

Private and Personal Access to the Calgary Golf & Country Club


Level 1 and Level 2 General Insurance Agent License – Honors

Petroleum Technology Certification

Canadian Risk Management Diploma “C.R.M.” – Honors

Sprinkler Systems Certification - BCIT

Canadian Accredited Insurance Brokers “C.A.I.B.”

Associateship/Fellowship in Insurance “AIIC/FIIC”

University of Calgary – 4 years towards B.A. Commerce & Economics


Golfing, Waterskiing, Travel, Personal Development, Learning, Taking the worst of tasks and making the best of it while having fun doing it.


Past employment, client or personal references available upon request.

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