Anne Boyer
Severn,Ontario
Summary
Strategic Sales Planning - Relationship Management - Effective Leader Accomplished Vice President with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
11
11
years of professional experience
Work History
VP, Client and Member Experience
GroupHEALTH Benefit Solutions
01.2022 - Current
- Oversee the Client and Member contact centres with the purposes of maintaining key partner and client relationships in order to drive in force retention and additional revenue streams
- Key Responsibilities include a deep understanding of how our Clients and Members use our solutions to gain knowledge of the experience with the purpose of influencing the GroupHEALTH strategic vision while aligning with business driven goals and objectives.
- Part of a collaborative unit to bring new products and services to our in force clients and members and to attract new clients. This included project management, objective setting, go to market strategies, data analysis and project pivots to meet objectives.
Director, Client Operations
GroupHEALTH Benefit Solutions
01.2021 - 01.2022
- Oversee the Client and Member contact centres with the purposes of maintaining key partner and client relationships in order to drive in force retention and additional revenue streams
- Key Responsibilities include a deep understanding of how our Clients and Members use our solutions to gain knowledge of the experience with the purpose of influencing the GroupHEALTH strategic vision while aligning with business driven goals and objectives
- This was accomplished by keeping continuous improvement top of mind amongst the leadership team, the introduction of new revenue lines into our in force business and aligning with the changes in the market landscape.
Lending and Insurance Specialist
CIBC
01.2017 - 01.2021
- Key Responsibilities included but not limited to influencing key stake holders to analyze, identify and implement plans to lift Creditor Insurance recommendations, money out solutions and credit card offerings
- Training included facilitating product knowledge and soft skill development through workshops delivered directly with sales teams and Sales Leaders
- Worked with product partners as a reviewer, content developer and feedback pursuant to new product launches
- Conduct train the trainer sessions as the subject matter expert for Creditor Insurances nationally.
Insurance and Card Specialist
CIBC
01.2015 - 01.2017
- Key Responsibilities included but not limited to influencing key stake holders to analyze, identify and implement plans to lift Creditor Insurance recommendations, money out solutions and credit card offerings
- Training included facilitating product knowledge and soft skill development through workshops delivered directly with sales teams and Sales Leaders
- Worked with product partners as a reviewer, content developer and feedback pursuant to new product launches
- Conduct train the trainer sessions as the subject matter expert for Creditor Insurances nationally.
Branch Manager
CIBC
01.2013 - 01.2015
- Oversee the sales and service in a variety of roles in the retail environment through increasing responsibility and leadership
- Direct Sales leadership and business development in a retail environment through the promotion of a client centric needs based selling model to increase sales revenue and deepen client relationships
- Provide mentorship to a sales team to drive exceptional results in a performance driven culture
- Mentor the assistant manager in the branch to increase and provide an outstanding client experience while maintaining a balance of risk and compliance.
Education
Financial Services Diploma -
Fanshawe College
Skills
- Team Leadership
- Relationship Building
- Decision-Making
- Critical Thinking
- Coaching and Mentoring
- Strategic Planning
- Performance Improvement
- Growth planning
- Cross-Functional Collaboration
- Management Team Leadership
Professional Development
- Breakaway
- People Manager Essentials
- Peter Jensens Performance Coaching
Timeline
VP, Client and Member Experience
GroupHEALTH Benefit Solutions
01.2022 - Current
Director, Client Operations
GroupHEALTH Benefit Solutions
01.2021 - 01.2022
Lending and Insurance Specialist
CIBC
01.2017 - 01.2021
Insurance and Card Specialist
CIBC
01.2015 - 01.2017
Branch Manager
CIBC
01.2013 - 01.2015
Financial Services Diploma -
Fanshawe College