Experience

RAISE Underwriting

• Canada
• Insurance
• 1 - 100 Employee

• Head of Construction P&C Risks

  • Oct 2022 - Present

  RAISE Underwriting is an independent Canadian MGA and leading supplier of risk insurance and surety products. RAISE is the only MGA in Canada with comprehensive construction and real estate coverages across both construction and surety. RAISE Underwriting is an independent Canadian MGA and leading supplier of risk insurance and surety products. RAISE is the only MGA in Canada with comprehensive construction and real estate coverages across both construction and surety.



Berkley Canada (a Berkley Company)

• Canada
• Insurance
• 1 - 100 Employee

• Vice President, National Construction

  • Sep 2019 - Sep 2022



Liberty Mutual Canada

• Canada
• Insurance
• 100 - 200 Employee

• Assistant Vice President, National Professional Liability & Construction Practice Leader

  • Aug 2015 - Aug 2019

  1) National Profit & Loss oversight of the Canadian Professional Liability Portfolio ( A&E, Contractors E&O, Project E&O and Misc. E&O).2) Lead the Construction Cross-marketing Initiative (of Wrap up, Builders Risk, Project Pollution, Project E&O and Project Cargo) including the development & maintenance of business roadmap, appetite matrix and marketing strategy.3) Provide overall underwriting excellence through the development, maintenance and enhancement of underwriting guidelines, appetite, product and segment integrity, rating/pricing standards, training material, compliance, reporting, and best practices for the Portfolio. Work closely with Actuarial, Risk Engineering and Claims to deliver best-in-class Portfolio analysis.4) Act as the senior resource of underwriting authority & delegation of authority for the Professional Liability products within Liberty Mutual Canada. Perform quarterly team review of rating and underwriting to ensure adherence to underwriting guidelines and appropriate Portfolio mix. 5) Responsible for underwriting & production of larger more complex risks in the Portfolio, maintaining and developing relationships with key clients and brokers across Canada. Work closely with regional leadership on identification of target risks/classes to support growth of the Portfolio.6) Provide ongoing mentorship & coaching of staff, collaborating with regional and branch leaders to identify staff needs and the best form of delivery.7) Support the Professional Liability team in reviewing and negotiating policy terms and conditions for renewals and new business consistent with Liberty corporate strategy and treaties, including manuscript wording.8) Work closely with various Liberty Specific Business Units and Marketing to leverage multi-line business opportunities.9) Work closely with Regional Management in the preparation and recommendation of annual forecast and plan budgets for the Portfolio.



Aviva Canada

• Canada
• Insurance
• 700 & Above Employee

• Commercial Underwriting Manager

  • May 2014 - Jul 2015

  1. Managed and led a front-line commercial underwriting staff of up to 30 underwriters to meet monthly service standards, sales and retention goals which contributed to an annual $100 million book of regional business2. Guided team of underwriting quality assurance analysts to effectively review, monitor and improve underwriting quality3. Conducted file reviews in accordance with corporate compliance & governance standards4. Assisted in the development of training seminars, conduct unit meetings and provide specific training to underwriting staff5. Provided leadership, coaching and development of staff including performance reviews6. Monitored departmental workflows and vacation schedules to ensure optimum performance7. Assisted in setting annual departmental budget for property and casualty8. Provided feedback and support to the VP of Commercial Underwriting as required9. Acted as a leader for a designated work unit, modeling and supporting through coaching Aviva’s core values10. Conducted broker visits in order to achieve production goals and to develop mutually profitable relationships

• Technical Senior Specialist Underwriter (National Commercial Underwriting Department)

  • May 2012 - Apr 2014

  1. Led and managed various underwriting working committees to develop and implement various commercial product, underwriting best practices, rating & pricing, and operating processes2. Developed commercial insurance policy wordings, endorsements, applications, underwriting rules & authority provisions, underwriting guidelines, & best practices, and loss prevention/risk control measures3. Provided technical underwriting support on complex and unique risks to the underwriting team4. Assisted actuary to analyze, develop and implement technical rating & competitive pricing models5. Monitored, analyzed, and strategized on existing and emerging risk trends6. Developed and delivered underwriting material to the field7. Assisted in national compliance, auditing and peer reviews8. Acted as company’s representative at various Insurance Bureau of Canada (IBC) product development subcommittees



XL Catlin

• Bermuda
• Insurance
• 700 & Above Employee

• Senior Underwriter: Environmental Impairment Liability & Contractors Professional Liability Risks

  • May 2008 - Apr 2012

  1. Underwrote environmental impairment liability, professional liability and construction wrap-up (OCIP/CCIP specs) for classes such as environmental consultants, general contractors & various construction trades, contaminated sites, and construction projects (with finance / design / build /maintenance /P3 delivery methods)2. Grew, retained, and managed a $4 million personal book of business with annual premiums per account ranging from $25,000 to $1 million3. Underwrote Canada and US cross-border business4. Underwrote multinational operating firms with global structured insurance coverage solutions by:- Issuing a local master policy for insured’s Canadian domiciled head office and- Covering insured’s international subsidiaries by providing DIC/DIL provisions and/or issuing local permissible policies (through collaboration with company’s other global underwriting offices).5. Promoted, marketed and expanded the company’s brand and value propositions through - Ongoing broker & client relationship management- Actively participating in industry relations events- Writing and publishing company’s product offerings and underwriting in various media outlets such as newsletters, magazines, and industry websites6. Delivered loss prevention, risk management and RIBO accredited education to broker partners and insureds7. Led, coached, motivated and trained company’s junior underwriting team on various insurance products, technical underwriting topics and business & sales processes8. Assisted underwriting compliance, auditing and peer reviews

• Senior Underwriter: Architects, Engineers & Environmental Consultants Professional Liability Risks

  • Apr 2002 - Apr 2008

  1. Underwrote professional liability for specialty classes such as architects, engineers, and environmental services consultants, 2. Grew, retained, and managed a $15 million personal book of business with annual premiums per account ranging from $25,000 to $1 million3. Promoted, marketed and expanded the company’s brand and value propositions through - Ongoing broker & client relationship management- Actively participating in industry relations events6. Delivered loss prevention and risk management educational seminars to broker partners and insureds7. Led, coached, motivated and trained company’s junior underwriting team on various insurance products, technical underwriting topics and business & sales processes8. Assisted underwriting compliance, auditing and peer reviews



Zurich Canada

• Canada
• Insurance
• 200 - 300 Employee

• Commercial Lines Underwriter

  • Jan 2000 - Apr 2002

  1. Underwrote packaged property and casualty office packages for all business segments2. Evaluated, classified and rated each risk to determine acceptability, coverage and pricing3. Applied appropriate quality underwriting and risk selection on the business quoted4. Effectively serviced an assigned territory of brokers and company agents to develop beneficial relationships in order to achieve planned production and profit objectives 1. Underwrote packaged property and casualty office packages for all business segments2. Evaluated, classified and rated each risk to determine acceptability, coverage and pricing3. Applied appropriate quality underwriting and risk selection on the business quoted4. Effectively serviced an assigned territory of brokers and company agents to develop beneficial relationships in order to achieve planned production and profit objectives