Seasoned insurance professional with over 25 years of experience specializing in commercial and personal insurance. Proven expertise in expanding portfolios, developing innovative insurance solutions, and fostering consumer advocacy. Adept at designing tailored group programs to address underserved markets and providing comprehensive education to empower clients. Committed to enhancing consumer protection and equitable access to financial services through leadership and innovative programs.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Senior Associate Broker
Rai Grant Insurance Brokerage
02.2013 - Current
Expanded Portfolio: Doubled the book of business by building trust with a client base consisting of 80% professionals, including pharmacists, engineers, and entrepreneurs
Church Insurance Program: Designed and managed an insurance program insuring 10 Coptic churches, generating $650,000 in annual premiums, with rapid expansion underway
Provided educational webinars and in-person workshops for church boards and priests across Canada, equipping them to make informed decisions and safeguard their operations
Coptic Professionals Network Program: Established an innovative group insurance program that provides tailored coverage for professionals, now serving over 250 members with comprehensive group benefits
Pharmacist Program: Collaborated with ONPharm to provide group benefits for Errors & Omissions, Home & Auto, and Commercial Pharmacy insurance, addressing critical gaps and enhancing financial security for pharmacists and pharmacy owners
Community Advocacy: Serve as a free-of-charge consultant to all 53 Coptic churches across Canada, offering guidance and insurance solutions to safeguard their long-term sustainability
Treasurer
Oversee financial management for programs including three food banks, a soup kitchen, meals on wheels, and Mississauga Career College
The food bank serves 10,000 families annually, while the career college helps Canadians become job-ready, serving over [X,000] individuals since its inception
Advisor to Coptic Churches
Act as a consultant to all 53 Coptic churches across Canada, providing guidance to safeguard operations and ensure sustainability
Education
BBA - Accounting And Finance
Tanta University
Egypt
05-1982
Skills
Consumer Advocacy and Protection
Community Leadership and Engagement
Client Education and Empowerment
Strategic Planning and Negotiation
Regulatory Compliance
Certification
Registered Insurance Brokers of Ontario (RIBO), 05/01/98
Life License Qualification Program (LLQP), 01/01/14
Contactinformation
[Contact Information]
Communityleadership
Treasurer, Anba Abraam Charity, Oversee financial management for programs including three food banks, a soup kitchen, meals on wheels, and Mississauga Career College. The food bank serves 10,000 families annually, while the career college helps Canadians become job-ready, serving over [X,000] individuals since its inception.
Advisor, Coptic Churches, Act as a consultant to all 53 Coptic churches across Canada, providing guidance to safeguard operations and ensure sustainability.
Timeline
Senior Associate Broker
Rai Grant Insurance Brokerage
02.2013 - Current
Treasurer
Advisor to Coptic Churches
BBA - Accounting And Finance
Tanta University
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