Alyssa Nielsen
Cooking Lake,AB
Summary
Dynamic Team Lead with over a decade of experience in large commercial insurance, specializing in the Energy, Forestry, and Manufacturing sectors. Proven ability to drive team performance and deliver exceptional results through strategic leadership and effective communication. Skilled in navigating complex insurance landscapes and fostering strong client relationships to ensure comprehensive coverage solutions. Committed to continuous improvement and leveraging industry insights to enhance operational efficiency and client satisfaction.
Overview
11
11
years of professional experience
Work History
Team Lead, Commercial Lines
Lloyd Sadd Insurance Brokers
06.2025 - Current
- Oversee all service role positions in the commercial department, providing mentorship and guidance with a focus on process and procedure as well as general insurance knowledge
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
- Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.
- Enhanced overall team performance by providing regular coaching, feedback, and skill development opportunities.
- Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
- Influenced positive change within the organization through strategic thinking, innovation, problem-solving abilities, and consistent leadership style.
- Conducted regular progress reviews with individual team members to identify areas for improvement and provide guidance on career development opportunities.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Help facilitate and improve team dynamics in all roles including producers/executives
- Continuously Cultivate, adjust and improve the learning opportunities for the department, accounting for different learning styles
- Working with upper management to ensure overall success of the department.
Commercial Account Manager
Lloyd Sadd Insurance Brokers
12.2020 - 06.2025
- Directly responsible for managing a 1.7M revenue book of business focused primarily in manufacturing, forestry, environmental consulting, and oil and gas/Energy
- Providing overall direction and mentorship to the Account Assistant, Account Associate, and junior Account Managers
- Strong relationship building skills with both Underwriters and Clients
- Experience using EPIC; Microsoft: Office, Excel, and powerpoint;
- Analyzed client needs to identify coverage solutions and produce policy options and quotes.
- New Business placement and brokering for complex accounts with multi-line coverage
- Extensive experience with Professional lines, subscription policies, Environmental, Cyber/Crime, and COCs with additional experience in Marine and Aviation
- Negotiating renewals and new business terms with both domestic Insurance Companies as well as MGAs and Lloyds Brokers.
- Working closely with multiple producers to obtain, maintain, and expand the book of business
- Input and creation of new business and marketing documents, such as submissions, as well as other administrative duties as required to enhance the team’s overall effectiveness
- Invoicing and billing of all policy changes and renewals
- Responsible for overseeing the book’s Accounts Receivable
Promoter
Posh Promotions
10.2019 - 01.2025
- Research and learn key facts/information about each product prior to events
- Promote sales and engage customers with each interaction
- Promotional modeling, serving, bartending
- Provided product samples, coupons and informational brochures to persuade people to buy products
- Identified potential marketing opportunities to increase brand awareness.
- Maintained accurate records of promotions, inventory levels, and event outcomes for future analysis and improvement efforts.
- Commonly present for multi-day trade shows such as Beer and Wine Festivals
Commercial Account Assistant
Lloyd Sadd Insurance Brokers
02.2018 - 12.2020
- Detail oriented review and processing of paperwork, invoices, policy documents, certificates, schedule changes and updates
- Creating and maintaining schedules in Microsoft Excel
- Using in house systems such as EPIC to document and evidence all work.
- Managing large client portfolio, requiring frequent updates and communications
- Communicating frequently with clients, coworkers and insurers in order to keep all information current and accurate.
- Writing professional letters to clients in order to proficiently explain insurance jargon and coverage
- Manage side projects on top of regular daily tasks
- Recommend coverage for current and potential clients
Lead Server/Bartender
LOCAL Jasper Ave
09.2018 - 06.2019
Commercial Account Assistant
MHK Insurance Inc.
07.2016 - 02.2018
- Assisted in creating new administrative procedures to improve workflow and efficiency
- Recommended coverage for current and potential clients
- In charge of processing all claims and drivers for the Commercial department
- Detail oriented processing of paperwork, invoices, policy documents, certificates, schedule changes and updates
- Created and maintained schedules in Microsoft Excel
- Using in house systems such as PolicyWorks and SigXP to document and evidence all changes made
- Managed large client portfolio, requiring frequent updates and communications
- Communicated frequently with clients, coworkers and insurers
- Writing professional letters to clients in order to proficiently explain insurance terms and coverage
- Managed side projects on top of regular daily tasks
- Served on the Social Committee: Planned twice monthly events, organized and ran a companywide convenience store, created surveys and polls for employee satisfaction on a variety of topics
Shift Lead, Bartender/Server
Central Social Hall Downtown
02.2015 - 07.2016
Education
Level II Broker License -
01.2017
High school Diploma - Honors
Bev Facey Community High School
Sherwood Park, AB01.2013
Skills
- Organized, Efficient, and Detail oriented
- Creative problem solver
- Exceptional work ethic
- Client focused
- Adaptable learner
- Highly reliable and committed to organizational success
- Superior communication skills, both written and verbal
- Learning and development specialist
- Proven leadership ability
- Coaching and mentoring
LANGUAGES
English
Native or Bilingual
French (moderate to proficient)
Limited Working
Timeline
Team Lead, Commercial Lines
Lloyd Sadd Insurance Brokers
06.2025 - Current
Commercial Account Manager
Lloyd Sadd Insurance Brokers
12.2020 - 06.2025
Promoter
Posh Promotions
10.2019 - 01.2025
Lead Server/Bartender
LOCAL Jasper Ave
09.2018 - 06.2019
Commercial Account Assistant
Lloyd Sadd Insurance Brokers
02.2018 - 12.2020
Commercial Account Assistant
MHK Insurance Inc.
07.2016 - 02.2018
Shift Lead, Bartender/Server
Central Social Hall Downtown
02.2015 - 07.2016
High school Diploma - Honors
Bev Facey Community High School
Level II Broker License -
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