Experience

HUB Financial Inc.

• Canada
• Financial Services
• 100 - 200 Employee

• • Aug 2022 - Present

• • Jan 2021 - Aug 2022

• • Sep 2015 - Jan 2021

  Oversee the day to day operations of the advanced case management team. Provide support to Hub's top advisors by finding unique ways to customize our service to fit their needs.

• • Aug 2008 - Sep 2015

  Responsible for the day to day operational and service needs of the Ontario Regional office for both Hub Financial and the mutual fund dealership, Hub Capital. Areas of responsibility include staff management of a team of direct reports consisting of Account Management (Underwriting & New Business) Inforce Administration and Investment Administration .



Munich Life

• Germany
• Research Services
• 1 - 100 Employee

• (contract) Manager, Policy Administration - Operations

  • Dec 2003 - Jun 2005

  This was initially a 9 month consulting contract extended to 18 months at the renewal date. Mandate was to oversee the day to day operations and assess skillsets of the Policy Admin staff, identify training opportunities and ensure training was received to prepare them for new jobs resulting from sytem implementation which impacted their existing roles. This was initially a 9 month consulting contract extended to 18 months at the renewal date. Mandate was to oversee the day to day operations and assess skillsets of the Policy Admin staff, identify training opportunities and ensure training was received to prepare them for new jobs resulting from sytem implementation which impacted their existing roles.



Sun Life of Canada

• United Kingdom
• Insurance

• Manager, Group Health & Dental Claims

  • Apr 2003 - Dec 2003

  Short term contract assignment - Mandate of this role was to assess the skill sets of three Team Leads, identify and provide them with the training, coaching, and education required to be able to directly manage their team members and report directly to the Director of this business unit as a result of the change in team structure and management reporting resulting from the integration with Clarica. Short term contract assignment - Mandate of this role was to assess the skill sets of three Team Leads, identify and provide them with the training, coaching, and education required to be able to directly manage their team members and report directly to the Director of this business unit as a result of the change in team structure and management reporting resulting from the integration with Clarica.



TD Waterhouse Insurance Services Inc

• Director – Operations

  • Apr 1997 - Feb 2003

  Responsible for overseeing all day to day operations of this Life/Health/Investment National Account brokerage operation. Prior to the purchase of Canada Trust by TD, this role was responsible for overseeing the day to day operations of the New Business, Underwriting, Policyservice, Sales Support & Office Services operations. Responsible for overseeing all day to day operations of this Life/Health/Investment National Account brokerage operation. Prior to the purchase of Canada Trust by TD, this role was responsible for overseeing the day to day operations of the New Business, Underwriting, Policyservice, Sales Support & Office Services operations.



Foresters

• United Kingdom
• Hospitality

• Manager, Cross Functional Team US division

  • Jun 1995 - Apr 1997

  Responsible for the day to day operations of a multi functional administrative team consisting of 30 full time employees and servicing an inforce block of business of approximately 100,000 certificates, managing an annual budget in excess of $2m per year. Team functions included Underwriting, New Business, Customer Service, Life & Disability Claims & taxation. Responsible for the day to day operations of a multi functional administrative team consisting of 30 full time employees and servicing an inforce block of business of approximately 100,000 certificates, managing an annual budget in excess of $2m per year. Team functions included Underwriting, New Business, Customer Service, Life & Disability Claims & taxation.



ING Life (Nn Financial)

• Manager, Policyowner Service

  • Jan 1989 - Jun 1995

  Responsible for the day to day operations of the Policyowner service department consisting of 25+ staff and providing administrative service on the Life and Health block of business of 130,000 policies. Key representative for new system development, maintaining system integrity, development of system enhancements for new products and existing product lines. Responsible for the day to day operations of the Policyowner service department consisting of 25+ staff and providing administrative service on the Life and Health block of business of 130,000 policies. Key representative for new system development, maintaining system integrity, development of system enhancements for new products and existing product lines.