Experience

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  RBC Insurance

  • Canada
  • Insurance
  • 700 & Above Employee

  • Vice-President, Brokerage Distribution, MGA & National Accounts

    • Jan 2012 - Present

    - Drive Key initiatives and Strategies to achieve sales goals for our MGAs, National Accounts, and Inter-Corporate Accounts - Manage Distribution Relationships with our MGAs, National and Inter-Corporate accounts. including oversight, communication of major changes and initiatives, and ongoing regular reviews - Identify key improvement opportunities for various operational areas consistent with industry benchmarks and expectations- Represent RBC Insurance in the 3rd party marketplace and industry issues (CAILBA, CLHIA, CLIEDIS, etc.)Served as a past Board member of the Canadian Reinsurance Conference (CRC)Served as a past Board member CLIEDIS (Canadian Life Insurance EDI Standards Association for 14 years, including two terms as co-chair. Sat on numerous CLHIA (Canadian Life & Health Insurance Industry Association) sections over the years.Currently the Chair of the CLHIA FTC (Fair Treatment of Customer) Steering Committee. Member of the FRSA (Financial Services Regulatory Authority of Ontario) Advisory CommitteeMember, APEXA Strategic Advisory Committee.

  • Vice President, New Business Services

    • Dec 2008 - Jan 2012

    Managed all New Business and underwriting operations for Life, Living Benefits, and Home & Auto Lines. Responsible for all risk selection, service levels, budgets, and managing a staff of 350.Successfully launched the Transformation Strategy which included the implementation of a $ 6 million Image, Workflow, and Underwriting Workbench that moved the Life & Health Operations to a paperless environment as well as continuous automation in the Home & Auto lines.

  • Vice President, National Relationships and Advisory Services

    • Dec 2005 - Dec 2008

    Manage and develop MGA, National Accounts, and Intercorporate relationships for the achievement of annual sales goals. Successfully transitioned a major Independent Marketing Organization (40 Marketing Centres, 3,000+ Brokers) to individual MGA and broker contracts.Manage the Professional Advisory Services Group who provides tax and estate planning expertise to the independent distribution channels. Managed a team of 16 Marketing Professionals who provided all marketing and communication support to all areas of the company.

  • Vice President, New Business/Underwriting

    • Jun 2001 - Dec 2005

    Responsible for the risk selection process for all new business sold by the company. This includes direct responsibility for the new business, underwriting, and agency compensation departments with a staff of 110. Other responsibilities include the development of e-tools for the new business acquisition process.Brought diverse, struggling operational areas together and developed clearly defined strategic objectives for New Business Services UnitIntegrated US Operations (Liberty Life and Health) into a North American Platform

  • Senior Vice-President, Sales Management, Westbury Life

    • Sep 1997 - Jun 2001

    Responsible for the attainment of new business from the MGA, direct, and career agent distribution channels. This included the setting of annual sales plans and strategies, managing the Marketing and Sales promotion departments, managing the three regional offices and their associated Regional Sales VPs. Extensive involvement in the development of new products, enhancements to existing product lines, as well as the development of the illustration software. Developed new National Account structure while eliminating smaller, non-producing General Agencies and Integrated the existing Career Sales force into a new structure. Developed new sources of business through new General Agency contracts

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  Gerling Global Life Insurance

  • Toronto, Ontario, Canada

  • Vice President Marketing

    • Mar 1989 - Sep 1997
    • Toronto, Ontario, Canada

    Served various roles including Vice-President Marketing, AVP Marketing, and Director Marketing. Responsible for the planning and implementation of the business strategy for individual life insurance sales. This included managing the relationships with the brokerage network and managing the Marketing department.Responsible for the product promotion and development, including the development of sales materials, field training materials, sales awards, and convention planning. Oversaw all compensation disbursements, licensing, and agent contracting. Maintained a direct working relationship with the field and other industry contacts.

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  New York Life Insurance Company

  • Toronto, Ontario, Canada

  • Director, Group Marketing

    • Nov 1986 - Mar 1989
    • Toronto, Ontario, Canada

    Responsible for group administration, product development and working with the TPA for the small group (2-24 lives) product. Also responsible for the development of brokerage business, product promotion, and joint ventures.

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  North American Life

  • Hamilton, Ontario, Canada

  • Office Manager, Hamilton Agency

    • Nov 1979 - Feb 1986
    • Hamilton, Ontario, Canada

    Responsible for the supervision of all staff and the general operation of the agency office. This included agent contracting, recruiting, training, underwriting, and sales assistance teams.