Margaret Davidson
Duncan,BC
Summary
Seasoned Agribusiness Underwriter with over three decades of experience, including a significant tenure at Economical. Excelled in fostering strategic broker relationships and driving revenue through adept sales techniques and risk management. Skilled in analyzing data and leveraging tools like Extreme and Excel, coupled with exceptional communication abilities, ensuring robust portfolio growth and client satisfaction.
Overview
32
32
years of professional experience
Work History
Agribusiness Underwriter
Economical
Edmonton, Alberta
05.2012 - Current
- Supported operations and strategies within the new business team for two years.
- Maintained strong relationships with numerous Strategic Brokers.
- Engaged in broker discussions prioritizing product features over cost considerations.
- Managed numerous quotes efficiently.
- Presented premier cash product features to brokers for encouraging binding.
- Leveraged various quoting tools including Extreme, CatNet, FUS, and Excel.
- Guided Intermediate Underwriters in skill development.
- Proven ability to drive revenue through strong sales techniques.
- Was a Broker for 27 years in rural Alberta
- Handled significant volumes of farm business transactions including renewals and endorsements.
- Strong communication skills
- Offered reliable assistance ensuring favorable broker relations.
- Skilled in utilizing ECOM and ServiceNow platforms.
Broker
Western Financial Group
Leduc, Alberta
02.2008 - 05.2012
Broker
Treasures Insurance/Drayden insurance
Leduc, Alberta
02.1993 - 02.2009
Education
Charter Insurance Professional ( CIP)
Institute of Northern Alberta
Edmonton, AB05-2013
Canadian Accredited Insurance Broker (CAIB)
Brokers Association of Northern Alberta
Edmonton, AB01-2008
General Accident And Sickness License
Brokers Association of Northern Alberta
01-2001
Oil And Gas Certification
Brokers Association of Northern Alberta
01-2000
Skills
- Analyzing data
- Quoting and pricing policies
- Policy renewal
- Developing policies
- Managing risk
- Renewing policies
- Documentation review
- Portfolio management
- Underwriting guidelines
- Application review
- Risk assessment
Affiliations
Providence Farm – Site volunteer
Special Woodstock - President
Edmonton Pride Festival – Board of Directors
Regional Chamber of Commerce Leduc – Board of Directors
Alberta Dairy Congress – Board of Directors – Tradeshow Committee
Downtown Business Association Leduc – Member
Business Networking International - Member
Member of Legislative Assembly: George Rogers: Board of Directors, VP of Communications
Member of Parliament, Blaine Caulkins: Board of Directors, Member & Volunteer Chair
Member of Parliament, James Rajotte: Board of Directors, Communications Chair
Community Justice Facilitator
Sworn Auxiliary, Royal Canadian Mounted Police Constable
Councilor – Town of Millet
Wetaskiwin Victim Services – Chair
Boy and Girls Club of Leduc – Fundraising Coordinator
Timeline
Agribusiness Underwriter
Economical
05.2012 - Current
Broker
Western Financial Group
02.2008 - 05.2012
Broker
Treasures Insurance/Drayden insurance
02.1993 - 02.2009
Charter Insurance Professional ( CIP)
Institute of Northern Alberta
Canadian Accredited Insurance Broker (CAIB)
Brokers Association of Northern Alberta
General Accident And Sickness License
Brokers Association of Northern Alberta
Oil And Gas Certification
Brokers Association of Northern Alberta