Experience

CAA Club Group
• Canada
• Insurance
• 700 & Above Employee
• Broker Underwriting Supervisor

  • Aug 2021 - Present

CAA South Central Ontario
• Canada
• Insurance
• 500 - 600 Employee
• Portfolio Underwriter

  • 2019 - Aug 2021


Aviva Canada

• Canada
• Insurance
• 700 & Above Employee

• Senior Underwriter Personal Lines Concierge Sales & Service Centre

  • Oct 2011 - Jun 2018

  Delivered on organizational quality commitments and fostered a convenient environment for brokers. Provided solutions to brokers in a call centre environment for new business opportunities. Exhibited a high degree of professionalism when representing the organization and working with a variety of team members. Selected Accomplishments: -Consistently advocated organizational values and consistently exceeded underwriting audit targets -Provided effective underwriting services from Ontario to British Columbia, including the Territories -Assisted in the testing and implementation of a call-tracking log to identify any bad-demand calls from brokers that helped alleviate incoming call volume -As a member of the social committee helped spearhead a new initiative to boost employee morale -Responsible for delivering superior quality commitments and fostering a "One Stop Shop" environment for our Broker Partners. -Service our Broker Partners' needs in a timely and informed manner. Constantly challenging status quo to ultimately provide best-in-class underwriting service. -Exhibit high degree of professionalism when representing Broker/Aviva and while dealing team members and the leadership team. -Promote Aviva values and demonstrate a "Care More" attitude to foster positive growth over all lines of business.



A.P. Reid Insurance Stores

• Service Office Branch Supervisor

  • Oct 2008 - Oct 2011

  -Supervise the daily operations of a three-person combined personal and commercial line insurance office -Have focused sales goals to increase office growth by $800 000 while maintaining a 91% customer retention rate -Write and service medium to large commercial accounts -Provide leadership to employees in reaching the goals of the organization -Facilitate training programs for new and existing employees -Conduct employee work reviews in conjunction with the Regional Manager -Develop and maintain strong client relationships while handling complex client inquiries



ABC Insurance

• Canada
• Insurance
• 1 - 100 Employee

• Personal and Commercial Lines Broker

  • Mar 2004 - Mar 2008

  -Managed a combined book of business in excess of $1.2 million while providing outstanding customer service to clients -Along with personal & commercial lines, have experience with E&O, Bonds and Personal Marine -Commercial experience includes commercial auto, commercial property (rented dwellings), C.G.L's, Medical E&O, Small Restaurants & Bars -Managed a combined book of business in excess of $1.2 million while providing outstanding customer service to clients -Along with personal & commercial lines, have experience with E&O, Bonds and Personal Marine -Commercial experience includes commercial auto, commercial property (rented dwellings), C.G.L's, Medical E&O, Small Restaurants & Bars