KIMBERLEY NEILLY
Airdrie,AB
Summary
Currently in charge of developing the infrastructure for all facets of Personal Insurance in Alberta and the Northern regions. I am knowledgeable with a proven track record of managing complex financial projects, developing workflows and leading cross-functional teams. Successfully implemented strategic initiatives that enhanced operational efficiency and drove business growth. Demonstrated expertise in risk management and financial analysis.
Overview
18
18
years of professional experience
Work History
AVP Personal Insurance
Hub International
02.2021 - Current
- Manage a team of 12 leaders with over 100 indirect reports
- Enabled analysis of high-level operational procedures to increase efficiency and allow for business growth
- Successfully implemented processes across all Personal Lines to consistently meet budgetary requirements
- Managed a profit and loss statement to have Personal Lines to hit double digit growth from double digit loss in prior year
- Developed and maintained a robust High Net worth team for profitable growth
- Led strategic initiatives to optimize client risk management and insurance solutions.
- Developed and implemented policies to enhance operational efficiency across departments.
Director of Training & Development
Surex
10.2016 - Current
- Designed, developed and delivered communications to implement people skills change
- Provided input and document to support the design and delivery of training initiatives
- Coached coordinators/managers to develop people skills to support increase of productivity
- Integrated change management activities into project plan
- Defined and measured success metrics and monitor change progress
- Built working relationships with customer, co-workers and underwriters
- Sole trainer for national brokerage
- Created and ran a website in order to keep up to date on all changes
- Built a vacation department from scratch in order to allow brokers to take vacation
- Was able to navigate the company through the massive changes in the Alberta Market in 2018-2019
- Restructured through workflow improvements and process changes
- Able to cut audit department in half with simple process changes (reduction of 20 jobs)
Senior Personal Lines Associate
Godfrey-Morrow Insurance
01.2010 - 01.2016
- Developed training materials for new associates, enhancing onboarding process efficiency.
- Coordinated client meetings to review coverage options and address inquiries effectively.
- Streamlined claims processing procedures, reducing turnaround time and improving customer satisfaction.
- Mentored junior staff in policy interpretation and risk assessment techniques to elevate team performance.
- Established strong relationships with key stakeholders, facilitating effective communication across departments and teams.
- Analyzed insurance policies to ensure compliance with regulations and company standards.
Insurance Broker
Apperson Insurance Ltd
01.2008 - 01.2010
- Performed basic accounting functions to include, accounts payables, receivables, petty cash, bank deposits etc
- Process policy changes on Powerbroker and agency manager
- Provide general office duties such as housekeeping and ordering of supplies
- Responsible for general administrative duties including the management of internal and external mail
- Maintain confidential client details in up-to-date filing system
Education
Designation - Change Management
University of Calgary
Calgary01-2026
CAIB Designation - undefined
AIC
Calgary, AB03.2015
RIBO designation - undefined
RIBO
Toronto, ON01.2010
General Insurance License Level 1 & 2 Calgary -
Mohawk College
AB11.2008
Insurance Diploma -
Mohawk College
Hamilton, On02-2005
Skills
- Operations management
- Internal communications
- Corporate communications
- Partnership development
- Strategic planning
- Cross-functional team leadership
- Financial acumen
Languages
English
Timeline
AVP Personal Insurance
Hub International
02.2021 - Current
Director of Training & Development
Surex
10.2016 - Current
Senior Personal Lines Associate
Godfrey-Morrow Insurance
01.2010 - 01.2016
Insurance Broker
Apperson Insurance Ltd
01.2008 - 01.2010
CAIB Designation - undefined
AIC
RIBO designation - undefined
RIBO
Designation - Change Management
University of Calgary
General Insurance License Level 1 & 2 Calgary -
Mohawk College
Insurance Diploma -
Mohawk College