Results-driven Insurance Professional with 15+ years of brokerage experience in Personal and Commercial Lines, including 6 years as a Commercial Lines Manager overseeing a team of 8. Proven expertise in risk assessment, policy development, E&O and Contractor Group Programs, and commercial real estate insurance. Background in building a book of business, property management, construction, and electrical trades provides a distinct edge in understanding client risk profiles. Consistent track record of exceeding sales targets, building lasting client relationships, developing efficient workflows, and driving profitable growth through strategic planning and strong team leadership.
Overview
20
20
years of professional experience
Work History
Commercial Lines Manager
Easyinsure (Division of Hub International)
Windsor
02.2020 - 02.2026
Collaborated with division leaders and consultants to develop and execute strategies for sales growth and expanding commercial insurance offerings
Supervised and developed staff through training programs covering underwriting procedures, risk assessment, policy compliance, and regulatory requirements
Conducted periodic performance reviews with staff to assess progress against objectives and goals
Analyzed market trends and researched industry developments through seminars and trade shows to identify new business opportunities
Provided guidance on complex underwriting decisions, drafted precise quotes based on comprehensive risk assessments, and contacted underwriters to obtain binder coverage
Managed commercial insurance portfolios for diverse VIP clients, ensuring compliance with industry standards and applicable regulations
Oversaw Online E&O Insurance Group Programs, including monthly Bordereaux submissions
Implemented best practices for claims management to enhance client satisfaction and retention
Resolved customer complaints and disputes quickly and efficiently
Streamlined office operations by establishing efficient workflows, scripts, and technology solutions to improve productivity
Conducted internal audits of commercial lines activities and produced detailed reports on key metrics including premium volume, retention rates, and claims experience
Facilitated cross-departmental communication on commercial lines issues and maintained accurate records of all related transactions
Insurance Broker
DPM Insurance Group
Essex, Ontario
08.2011 - 01.2020
Cultivated lasting client relationships and professional networks through community engagement and industry networking events, generating consistent referral streams and new clientele
Coordinated consultations to assess individual client needs, delivering tailored coverage recommendations and clearly explaining policy options, benefits, and key features
Drove client retention by identifying premium discounts, monitoring changing coverage needs, and proactively managing policy renewals
Developed cross-selling opportunities across multiple insurance companies, upselling products and services to maximize revenue
Secured underwriting approvals by accurately completing applications and liaising with carriers to obtain coverage
Resolved billing discrepancies and processed applications, cancellations, and invoices with a high degree of accuracy
Managed multiple accounts simultaneously, balancing client service with administrative responsibilities and deadlines
Implemented proven sales strategies and marketing initiatives to eliminate downtime and drive consistent production
Property Manager
Abbey Rentals And Property Management
London, Ontario
04.2006 - 07.2011
Maintained accurate records of all correspondence with and from tenants.
Inspected property every quarterly, took pictures and wrote reports regarding findings for submission to Owners.
Remained aware of all construction and maintenance projects and notified appropriate individuals of project updates, delays and schedule changes.
Ensured timely production of annual rent, operating expense and real estate tax adjustments.
Oversaw daily operations, maintenance and administration of various properties.
Managed routine maintenance and emergency response services provided by contractors and vendors.
Handled resident complaints and expedited all maintenance requests.
Established and implemented leasing goals while managing effective lease expiration program.
Education
Associate of Arts - Registered Insurance Broker (R.I.B.O)
The Insurance Institute Of Ontario
London
08-2008
Associate of Arts - Law & Security Administration
St. Clair College
Windsor, ON
05-2002
Skills
Applied Rating Services
Sig XP Broker Management System
Epic Broker Management System
Microsoft Office & Excel & One Note
CXOne Phones System
Well Versed in Microsoft Teams & Zoom
Well Versed in Claude AI Capabilities
Policy Management including VIP Clients & Policy Retention Expertise