Director of Operations - Personal Lines

• Nov 2020 - Present

Responsible for the overall financial management of the Personal Lines division. Responsible for the development of consistent procedures and processes for all branch Personal Lines operations. Responsible for the overall financial management of the Personal Lines division. Responsible for the development of consistent procedures and processes for all branch Personal Lines operations.

Manager

• Jun 2018 - Nov 2020

Exemplify and inspire others to adopt HUB’s core values of entrepreneurship, integrity, teamwork, accountability, and service. Direct teams of insurance brokers located in four office locations. Strategize to achieve goals aligned with the company’s vision and mission. Provide exceptional customer service, promptly and consistently answering inquires. Update, maintain, and share information pertaining to organizational, industry, carrier, vendor, compliance, and regulatory changes. Oversee staff compensation, performance reviews, and time-off requests. Supervise and measure employee performance and attainment of annual goals using measurable key performance indicators. Direct operational workflow for insurance sales and service teams.

Community Relations Director

• Jun 2017 - Jun 2018

Led sales, marketing and promotional activities related to leases within retirement community. Oversaw property tours. Compiled and managed list of prospective tenants. Produced monthly sales reports. Facilitated communication between management teams in all departments. Managed duty rotation for staff and on-site residents. Drafted post activity reports to measure company’s return on investment for marketing initiatives. Led sales, marketing and promotional activities related to leases within retirement community. Oversaw property tours. Compiled and managed list of prospective tenants. Produced monthly sales reports. Facilitated communication between management teams in all departments. Managed duty rotation for staff and on-site residents. Drafted post activity reports to measure company’s return on investment for marketing initiatives.

Operations Manager

• Dec 2015 - Jun 2017

Oversaw strategic planning, budgeting, and auditing processes. Served as point of contact for third party vendors regarding research, scheduling, communication, and negotiations. Maintained and operated customer database as well as IT services and systems. Supervised staff compliance with internal policies and procedures. Promptly responded to client and staff needs. Directed the hiring, onboarding, development, and performance of 12 employees. Studied human resource processes, legislation, and labour relations requirements. Managed communication and relationships with external vendors.

Personal Lines Account Executive/Absolute Assurance Program

• May 2013 - Jun 2017

Developed marketing plans, which included print collateral, e-newsletters, website content, surveys, analytics, and evaluation reports. Oversaw social medial accounts. Represented company at networking events. Handled all new business prospects.

Business Manager

• Jan 2011 - Oct 2014

Directed all business operations, including accounting, credit and reference checks, marketing plans, and social media oversight. Represented 10 real estate investors, managing 18 rental units. Directed all business operations, including accounting, credit and reference checks, marketing plans, and social media oversight. Represented 10 real estate investors, managing 18 rental units.

Office Associate

• Jun 2009 - May 2013

Designed and implemented annual Insurance and Financial Review program. Assessed clients’ needs. Offered risk solutions around home, auto, health, death and savings insurance. Designed and implemented annual Insurance and Financial Review program. Assessed clients’ needs. Offered risk solutions around home, auto, health, death and savings insurance.

Financial Advisor

• 2007 - 2008