Meirelle Francis BA, PSM, CSL
Burlington,Ontario
Summary
Strategic, well-connected executive with 25 years' experience in strategic transitions, corporate strategy, business development, alliance management, and partnership. A results-oriented executive with a strong background in enterprise sales management, having managed over $30 MM in revenue just last year. Recognized for collaborative leadership style, proactive approach, and keen ability to effectively translate complex operational concepts into tangible action plans. A proven leader with a strong executive presence, capable of blending big-picture viewpoints with tactical considerations to inspire, build trust, and achieve record growth.
Overview
24
24
years of professional experience
Work History
Account Executive, Group Corporate Partnerships
Allianz Global Assistance - Canada
Cambridge, Ontario
01.2012 - 01.2023
- Manage and contribute with departments responsible for product development, underwriting, pricing, and fulfillment of Allianz's travel cancellation and emergency medical insurance and group benefit products
- Influential Senior member of a team developing strategic plans, road maps, and financial budgets
- Executed on a large-scale legacy system transformation collaborating with multiple stakeholders both globally and locally
- Project lead on the successful execution of API's, Roster interface and Data feeds accommodating a breadth of business deliverables
- Contributed to strategic direction on initiatives to simplify and consolidate the Joint Venture partnership with the Cooperators & CUMIS within the company's product offerings to enhance the customer and member experience
- Extensive Growth achieved within the Group Benefits, MGA & TPA community, bridging partnership and enhancing the common relationship within the Allianz network
- Senior lead for monthly, quarterly and annual reporting with Strategic accounts and Partner Health Benefit boards
- Ushered in the successful Travel Product refresh and distribution model
- National virtual and in person training host & Session expert
- Managed national partner conference, AGM and award attendance & sponsorships
- Collaborate with Marketing, Legal and compliance teams to launch product and website providing an enhanced customer experience that exceed growth targets for the Joint Venture partnership
- Executed the organization's growth objectives while ensuring profitability and compliance to global underwriting and corporate guidelines
- Strategic partnership alignment
- New Business development generating new leads and organic growth that continue to partner with me through strong relationships
- Lead partnership liaison with the Cooperative strategic team, the Cooperators distribution and CUMIS general.
Group Account Associate
The Co-operators
Mississauga, Ontario
01.1999 - 01.2012
- Strategically manage and grow the Group Home & Auto offer leading to above target standards
- Marketing and communication plans within the Group & Association business through onsite presentations and sponsorship events
- New Business development generating new leads and organic growth that continue to partner with me through strong relationships
- Managed teams of onsite sales LIR's from HB Group for training and sales strategies
- Collaborated with global and local Marketing teams to launch a new direct to consumer digital product and website providing an enhanced customer experience that exceed growth targets
- Executed the organization's growth objectives while ensuring profitability and compliance to global underwriting and corporate guidelines.
Senior Insurance Associate
- Contributed to hiring, on-boarding, training, auditing & ongoing business relationships within the Group partnerships
- Lead for team accountability, achievement of goals, quality and meeting growth targets
- Developed in roles of Client Advocate working with the Cooperators Om buds office & Executive review panel.
Education
BUILD Designation -
Shape Designation -
LEAD Designation -
Underwriting, Compliance and Master Legal Risk, Privacy and Accessibility -
Professional Sales Management (PSM) Certification -
Chartered Sales Leader Designation (CSL) -
Bachelor of Arts BA -
Skills
- Sales Strategies
- Performance Tracking
- Financial Reporting
- Service Coordination
- Marketing Management
- Negotiation Skills
- Sales Methodologies
- Written and Verbal Communication
- Strategic Initiatives
- Database Management
- Operations
- Managing Client Relationships
- Business Growth Opportunities
- Account Oversight
Im
Im
Quote
The price of anything is the amount of life you exchange for it.
Henry David Thoreau
Timeline
Account Executive, Group Corporate Partnerships
Allianz Global Assistance - Canada
01.2012 - 01.2023
Group Account Associate
The Co-operators
01.1999 - 01.2012