As a recognized leader in insurance, I am interested in an opportunity to apply my proven relationship building skills and broad industry experience to support business development and growth within the marine practice group. I am a detail oriented insurance professional with strong analytical skills. I am a highly motivated self-starter, who is able to achieve success working individually or in a group.
Overview
11
11
years of professional experience
1
1
Certificate
Work History
Client Service Manager
BFL CANADA Risk and Insurance Service
05.2017 - Current
I have held two roles during my tenure, the first seven years I was reporting to the National Practice Leader Public Sector with primary duties that included management of client accounts, risk management plans, renewal negotiations for all lines of business along with client and council presentations.
Key Duties and Accomplishments:
Designed and secured a marine facility to handle Marina and terminal operational exposures of the client base.
Consult on markets and coverage for private marinas/yacht clubs and other marine accounts within the branch.
Provide risk management advice through contract reviews, risk transfer or presenting mitigation options
Facilitate options for risks that fall outside the scope of the established program policies including specialty operations (diving and dredging)
Interim Manager responsible for a team of eight, of CES’s and Technical Assistants.
Vice President, Assistant Team Leader, Marine Practice
Aon Reed Stenhouse Inc.
12.2014 - 05.2017
Reporting to the Senior Vice President, primary duties included facilitating the day to day account management and provided technical and procedural leadership to a team of six brokers. The role presented a great combination of Account Executive work as well as broking marine business from our regional offices.
Key Duties and Accomplishments:
Designed and created a national custom wording to meet newly required government compliance requirements
Designed and created custom package program to cross sell to marine clients
Created a facility to handle new legal licensing requirements of freight forwarders.
Translated corporate compliance requirements to workflow procedures for brokers within our practice group
Co-ordinate and manage renewal and/or new business cycle either as the broker specialist on the team or as the account executive overseeing all lines and other brokers.
Education
BA (Hons.) -
York University – Glendon College
Skills
Comprehensive risk evaluation skills
Policy Review, and content analysis
Client engagement strategies
Customer retention and education
Client service delivery
Managing operations and efficiency
Certification
RIBO licensed, level 2 (Technical), and Licensed in most Provinces
CRM - Risk and Insurance Management Society
FCIP - The Insurance Institute of Canada, Management Major
Timeline
Client Service Manager
BFL CANADA Risk and Insurance Service
05.2017 - Current
Vice President, Assistant Team Leader, Marine Practice
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Sr. Client Service Representative at BFL Canada Risk and Insurance Services Inc.Sr. Client Service Representative at BFL Canada Risk and Insurance Services Inc.