Jodie Lynne Speechley
Winnipeg,MB
Summary
Collaborative leader and analytical problem-solver with talents for team building, leading and motivating, with documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated insurance professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
27
27
years of professional experience
Work History
RVP, Manitoba Region
SGI CANADA Insurance Services Limited
10.2016 - Current
- Increased (and continue to increase) market share in the region by identifying potential growth areas and executing tailored expansion plans.
- Conduct regular competitor analysis to identify industry trends and develop innovative approaches for staying ahead of the curve within the market landscape.
- Monitor performance indicators closely both quantitatively and qualitatively to identify areas for improvement and provide actionable insights.
- Oversee daily, weekly and monthly business reporting and leveraged information to optimize forecasting and future business plans.
- Successfully manage budgets and allocated resources to maximize productivity and profitability.
- Developed a strong regional team through effective recruitment, training, and performance management initiatives.
- Foster a collaborative working environment to encourage knowledge sharing, skill development, and continuous improvement across teams.
- Recognize and rewarded performance to motivate continued success.
Commercial Underwriting Manager
Aviva Canada
05.2013 - 10.2016
- Responsible for the overall performance/growth of New Business within assigned territory, which later on expanded to management of the overall portfolio, including executing processes/guidelines through set parameters.
- Lead by example, build relationships by working with integrity and providing honest conversations/feedback
- Provide support leadership, coaching and mentoring to staff, to achieve high level of performance
- Manage workloads - provide transactional direction to a team of junior, intermediate and senior staff
- Communicating standards and ensuring operational efficiency
- Managing all levels of people management - mid-year/annual performance reviews, salary reviews, bonus planning, performance management, hiring/termination, career pathing and goal setting
- Broker Management - building, creating and sustaining good working relationships through daily interactions, Broker visits and Industry Functions
- Support/Back-up to existing Assistant Vice President - including Broker reviews, Yearly Budget/Expense preparation, monthly reporting
- Working collaboratively with other Aviva Business Groups, on a Regional and National scale, including Human Resources, National Underwriting, Actuarial Pricing.
Account Executive
Travelers Canada
05.2011 - 05.2013
- Broker Management and Relationship Development
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Leadership Roles and Project Development.
- Underwrote new and renewal business on large, complex commercial accounts.
- Negotiated contracts successfully, securing favorable terms for both the company and clients.
- Collaborated with cross-functional teams to develop comprehensive marketing strategies, resulting in increased brand awareness and revenue growth.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
Account Manager
Travelers Canada
04.2010 - 05.2011
- Account support for New Business, Renewals and Endorsements
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Account Manager Subject Matter Expert - Underwriting Process Alignment - Canada Project
- Training - Genpact Team, New Account Managers
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Participation in the Underwriting Desktop for BI - JAD Session.
Insurance Broker
Ranger Insurance Brokers
05.2008 - 04.2010
- Manitoba Public Insurance Customer Service Representative
- Increased client satisfaction by providing personalized insurance advice and policy recommendations.
- Collaborated with underwriters to negotiate favorable policy terms and rates for clients, ensuring optimal coverage at competitive prices.
- Maintained up-to-date knowledge of industry trends and regulatory changes, allowing for accurate, timely advice to clients.
- Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
- Managed all aspects of the insurance renewal process, from reviewing current policies to negotiating new terms with carriers and presenting updated options to clients.
- Resolved client claims efficiently by working closely with adjusters and other stakeholders throughout the claims process.
- Improved client retention rates by providing exceptional customer service and ongoing communication regarding policy changes or updates.
- Participated in professional development opportunities such as conferences and workshops to remain current on industry best practices and emerging trends within the insurance field.
- Collaborated with peers and industry partners to develop innovative insurance solutions for niche markets or hard-to-place risks.
Commercial Underwriter
Aviva Insurance Company
06.2003 - 01.2008
- Developed and maintained excellent Broker relationships through discussion of rates, risks, regulations and coverages
- Established trust with brokers through transparent communication about underwriting decisions and rationale behind them.
- Contributed to company growth by maintaining strong relationships with brokers, ensuring a steady flow of new business opportunities.
- Enhanced client satisfaction by thoroughly assessing risk factors and negotiating appropriate coverage plans.
- Analyzed various financial statements to accurately assess the creditworthiness of potential clients.
- Reduced claims payouts by proactively identifying potential risks and recommending mitigation measures.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
- Improved loss ratios through diligent monitoring of policyholder accounts and timely adjustments when necessary.
- Participated in ongoing professional development opportunities to remain current on best practices within the commercial underwriting field.
Claims Examiner
Great West Life
07.2002 - 06.2003
- Adjudication of Health care claims in a timely and accurate fashion
- Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information on claim status.
- Interpreted policy provisions, endorsements, and exclusions to accurately determine coverage for claims.
- Mitigated fraud risks by identifying suspicious patterns in claims data and escalating concerns to appropriate teams for further investigation.
Junior Accountant
Wawanesa Mutual Insurance
01.2000 - 07.2002
- Securities and Investment Accounting Data Entry and Cash Flow
- Pension Accounting - Daily Entries and cash balancing
- Monthly Reporting, with quarterly and year end tasks
- Accounts Payable and Bank Reconciliation Tasks.
Insurance Broker / Junior Accountant
Cox Morris Insurance
01.1997 - 12.1999
- Manitoba Public Insurance Customer Service Representative
- Increased client satisfaction by providing personalized insurance advice and policy recommendations.
- Collaborated with underwriters to negotiate favorable policy terms and rates for clients, ensuring optimal coverage at competitive prices.
- Maintained up-to-date knowledge of industry trends and regulatory changes, allowing for accurate, timely advice to clients.
- Educated clients on available insurance products and services, helping them make informed decisions about their coverage options.
- Managed all aspects of the insurance renewal process, from reviewing current policies to negotiating new terms with carriers and presenting updated options to clients.
- Resolved client claims efficiently by working closely with adjusters and other stakeholders throughout the claims process.
- Improved client retention rates by providing exceptional customer service and ongoing communication regarding policy changes or updates.
- Participated in professional development opportunities such as conferences and workshops to remain current on industry best practices and emerging trends within the insurance field.
- Collaborated with peers and industry partners to develop innovative insurance solutions for niche markets or hard-to-place risks.
- Accounts Receivable/Payable - Daily, Monthly, Year End tasks.
Education
Chartered Insurance Professional Studies - Insurance And Risk Management
Insurance Institute of Canada
Winnipeg, MB12.2012
No Degree -
Canadian Accredited Insurance Broker Program
Winnipeg, MB12.2010
Bachelor of Arts -
University of Winnipeg
Winnipeg, MB12.1999
Skills
- Operations Management
- Team Leadership/Management, Coaching and Mentorship
- Teamwork and Collaboration
- Change Management
- Conflict Resolution
- Business Development
- Customer Relationship Management
- Data-Driven Decision-Making
- Strategic Planning
- Budgeting/Budget Administration
- Idea Development and Brainstorming
Timeline
RVP, Manitoba Region
SGI CANADA Insurance Services Limited
10.2016 - Current
Commercial Underwriting Manager
Aviva Canada
05.2013 - 10.2016
Account Executive
Travelers Canada
05.2011 - 05.2013
Account Manager
Travelers Canada
04.2010 - 05.2011
Insurance Broker
Ranger Insurance Brokers
05.2008 - 04.2010
Commercial Underwriter
Aviva Insurance Company
06.2003 - 01.2008
Claims Examiner
Great West Life
07.2002 - 06.2003
Junior Accountant
Wawanesa Mutual Insurance
01.2000 - 07.2002
Insurance Broker / Junior Accountant
Cox Morris Insurance
01.1997 - 12.1999
Chartered Insurance Professional Studies - Insurance And Risk Management
Insurance Institute of Canada
No Degree -
Canadian Accredited Insurance Broker Program
Bachelor of Arts -
University of Winnipeg
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