Lisa Darlene Comrie
Orangeville,ON
Summary
Professional with expertise in coaching and performance monitoring at The Co-operators. Successfully contracted 25 financial advisors over seven years by engaging and motivating teams through data-driven sales strategies. Developed and led training programs for over 500 employees, aligning efforts with organizational objectives. Achieved Region Builder recognition for eight consecutive years, reflecting a strong commitment to fostering a high-performing sales culture.
Overview
38
38
years of professional experience
Work History
Model Agency Coaching Consultant
Cooperators
Guelph, Ontario
06.2018 - Current
- Lead the coaching team, ensuring that advisors utilize corporate tools and sales management practices effectively.
- Support new advisors to develop and execute an agency business plan aligned with the organizational strategy, focusing on new sales and retaining existing clients.
- Develop innovative strategies that enhance team performance and outcomes.
- Leveraged data insights to optimize business opportunities and drive decision-making.
- Implement effective sales performance management strategies to boost productivity.
- Build and maintain trusted relationships with advisors through proactive consultation.
- Identify performance issues and develop strategies to overcome obstacles, working closely with the Advisor, resources, and product partners.
- Monitor proficiency and compliance, best practices, and plan timely course corrections based on ongoing reviews.
- Develop and implement a marketing plan that aligns with our cooperative identity and strategic areas of focus to acquire and retain clients.
- Integrate social media strategy into the marketing plan, increase visibility in the community
Agency Sales and Delivery Trainer
Cooperators
Guelph , ON
01.2013 - 06.2018
- Instructional expert on all learning platforms, and CGIC content related to Sales, Life, Wealth, Commercial, Farm, Home, Auto, ECM, WebEx, Compliance, and Field Leadership.
- Support learning transfer and innovation using various methods, including modeling, coaching, feedback, demonstrations, and role-playing.
- Facilitate group discussion, using multiple media, encouraging peer learning, and bringing important comments into the training of all Agency Academy courses.
- Facilitated agency team meetings focused on growth and communication.
- Develop and deliver training materials.
- Coaching new sales teams utilizing the Gate-Ways program.
- Promote the OMNI channel in all national programs.
- Facilitated interactive workshops and training sessions to promote engagement and retention of material.
- Conducted assessments to evaluate training effectiveness and identify areas for improvement.
- Designed and implemented comprehensive training programs to enhance employee skills and knowledge.
Personal Lines Portfolio Specialist
Cooperators
Guelph, Ontario
01.2008 - 01.2013
- Support the Region Management teams.
- Implement nationally developed profitability and growth programs.
- Develop and deliver agency portfolio reports.
- Develop action plans in conjunction with the district manager and agency, and coach/monitor for results.
- Partnership with distribution and internal partners to achieve business goals.
- Lead Agency Segmentation Process.
- Provide subject matter expertise (regional, market, and environmental conditions) to project teams.
- Reviewed portfolio performance regularly for optimization opportunities.
- Assisted in compliance reviews to ensure adherence to regulatory standards.
Personal Lines Specialist
The Co-operators General Insurance Company
01.1998 - 01.2008
- Co-ordinated and delivered all Personal Lines product and systems training to district and agency staff through face-to-face training sessions and teleconferencing.
- Ensured that there was always an emphasis placed on how the training contributes to the organization’s strategic business goals.
- Successfully implemented agency profitability programs with agency staff.
- Coached and mentored Advisors, district and agency staff with respect to our Personal Lines profitable growth, products, systems, and risk management.
Senior Sales Associate & District Coordinator
The Co-operators General Insurance Company
Brampton, Ontario
01.1995 - 01.1998
- Provided training, coaching and mentoring of new and experienced associates in the Brampton District for sales and development.
- Accountable for the underwriting, rating and profitable growth of Personal Lines policies as well as providing ongoing excellent client service for our existing clients.
- Conducted audits. (cash, compliance & underwriting)
- Supported the District Manager as Administrative Assistant.
- Planned events for the District.
- Handled complaints.
Sales Associate
The Co-operators General Insurance Company
01.1990 - 01.1995
- Accountable for the underwriting, rating and issuance of Personal Lines policies as well as ongoing excellent client service for existing policy holders.
- Investigated and resolved automobile insurance claims.
- Assisted clients in understanding insurance products and coverage options.
- Resolved client inquiries and issues promptly, ensuring a positive experience.
- Handled customer complaints in a professional manner.
- Worked with fellow sales team members to achieve group targets.
- Processed policy applications and renewals efficiently and accurately.
Claims Representative
The Co-operators General Insurance Company
01.1988 - 01.1990
- Investigated and settled automobile glass claims for the Province of Ontario.
- Received initial claim reports.
Education
FCIP - working towards
University of Toronto
CIP - Chartered Insurance Professional
Insurance Institute of Canada
Expert Trainer Certificate -
Donna Coulter
Effective Communication & Negotiation -
University of Toronto
Effective Business Writing -
University of Toronto
Other-than-Life License (OTL) -
Virtual Classroom Trainer Certificate -
InSync
Think On Your Feet -
Influence People and Events -
Langevin
Social Styles Workshop -
Donna Coulter
Skills
- Sales performance management strategies
- Advisor relationship building
- Coaching and performance monitoring
- Understanding of P&C, life, wealth, farm, and commercial lines
- Business planning and sales drivers
- Accountability in corporate tool usage
- Data-driven decision making
- Customer relationship management
- Collaboration and team coaching
- Communication and analytical skills
- Training development and implementation
Volunteer Experience
- Wellness Committee Leader, Insurance Institute of Ontario, Toronto Chapter, responsible for promoting the benefits of a career in the insurance industry
- Motivational Guest Speaker, Rising Stars
- Gallop Strengthfinder coach
Awards
- 8-time Regional Builders Recipient (2018-2025)
- 2-time National Bravo Recipient (2004 & 2015)
- 2-time District Builders Recipient (2003 & 2004)
Timeline
Model Agency Coaching Consultant
Cooperators
06.2018 - Current
Agency Sales and Delivery Trainer
Cooperators
01.2013 - 06.2018
Personal Lines Portfolio Specialist
Cooperators
01.2008 - 01.2013
Personal Lines Specialist
The Co-operators General Insurance Company
01.1998 - 01.2008
Senior Sales Associate & District Coordinator
The Co-operators General Insurance Company
01.1995 - 01.1998
Sales Associate
The Co-operators General Insurance Company
01.1990 - 01.1995
Claims Representative
The Co-operators General Insurance Company
01.1988 - 01.1990
FCIP - working towards
University of Toronto
CIP - Chartered Insurance Professional
Insurance Institute of Canada
Expert Trainer Certificate -
Donna Coulter
Effective Communication & Negotiation -
University of Toronto
Effective Business Writing -
University of Toronto
Other-than-Life License (OTL) -
Virtual Classroom Trainer Certificate -
InSync
Think On Your Feet -
Influence People and Events -
Langevin
Social Styles Workshop -
Donna Coulter