An experienced strategist with a proven ability to lead others and exceed business objectives. Professional leader with executive experience ready to drive impactful change. Proven ability to implement strategic initiatives and enhance operational performance. Valued for collaborative team leadership and adaptability to evolving business needs.
Overview
34
34
years of professional experience
Work History
Vice President, Private Client
HUB International Insurance Brokers
01.2024 - Current
The Vice President of Private Client is responsible for driving business growth and profitability for the HUB Private Client.
Business Development: Collaborate on business plans and budgets to maximize revenue and profitability
Team Management: Lead the Private Client and Client Associate teams, overseeing sales, operations, strategic implementation, and revenue performance
Sponsorship & Events: Identify high-net-worth (HNW) events for sponsorship and attendance opportunities
Training & Development: Develop and deliver training programs for the HUB Coastal Private Client team, incorporating expertise from carriers as needed
Client Education: Present the value of the total personal risk management model to Commercial and Employee Benefits (EB) clients
Relationship Building: Foster trusted relationships with Private Client and Client Associate clients to enhance business connections between Commercial and EB
Sales Participation: Engage in commercial sales events and Critical Path activities
Strategic Planning: Collaborate with the Chief Sales Officer (CSO) to create an annual sales plan focused on new business opportunities and retention strategies
Performance Analysis: Analyze the Private Client book to identify areas for improvement and track team sales metrics
Client Experience: Review and act on Net Promoter Score (NPS) survey results to enhance client and customer experiences
Underwriting Management: Oversee Lloyd’s and in-house authorities related to underwriting and portfolio management
Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.
Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
Demonstrated proficient leadership skills to motivate employees and build competent teams.
Collaborated with senior management to develop strategic initiatives and long term goals.
Vice President Private Client & Sales
HUB International Insurance Brokers
01.2022 - 01.2024
Business Planning: Develop and collaborate on business plans and budgets to maximize revenue and profitability in personal insurance
Strategic Vision Implementation: Participate in the development and execution of the strategic vision for HUB Private Client
Team Management: Oversee the revenue growth, sales, and operations of the Private Client Management Team and Client Associate Team
Market Collaboration: Work with leaders in the personal insurance sector to create a comprehensive annual sales plan and budget focused on new business, retention, and cross-selling of personal liability (PL) products
Collaborate with other business leaders to identify cross-selling opportunities, including Commercial Lines (CL) and Employee Benefits (EB)
Training & Development: Partner with Learning & Development and PL Assist leadership to identify sales training opportunities for frontline teams
Insurer Partnerships: In collaboration with the Chief Marketing Officer (CMO), manage relationships with insurer partners, overseeing initiatives, changes, and escalations
Sales Initiatives: Lead strategic sales initiatives with insurer partners and drive cross-selling efforts, integrating personal insurance into the Critical Path process with Commercial Lines and Employee Benefits
Performance Tracking: Monitor and manage team sales metrics, providing regular reports to leadership
System Development: Responsible for the development and maintenance of the Duck Creek system
Additional Responsibilities: Perform other duties as assigned
Vice President, Personal Insurance
HUB International Insurance Brokers
01.2019 - 01.2022
Revenue Growth: Drive revenue growth and operational success within the Personal Insurance segment
Strategic Leadership: Lead the implementation of strategic initiatives to ensure profitability in Personal Insurance
Team Development: Manage a team of 34 insurance professionals, focusing on enhancing their technical insurance knowledge and sales skills while supporting their career development
Sales Planning: Collaborate with other leaders to develop annual sales plans aimed at increasing revenue, improving client retention, and identifying cross-selling opportunities
Partnership Management: Work alongside the Chief Marketing Officer (CMO) and Chief Operating Officer (COO) to manage business partnerships with Personal Insurance carriers, which includes: Overseeing insurer partnerships and introducing initiatives, changes, and escalations as needed
Leading strategic sales initiatives in collaboration with insurer partners
Underwriting Authority: Oversee Personal Insurance Lloyd’s and other in-house underwriting authorities to ensure compliance and effectiveness
AVP (Duck Creek) Personal Insurance
HUB International Insurance Brokers
01.2011 - 01.2019
Led team in build, development and deployment of Personal Insurance policy administration system
Contributed in proof of concept of build and development of client self-serve portal
Consult with Personal Insurance Team and make recommendations to Executive Management with respect to workflow and Personal Insurance Strategies to ensure ease of workflow though system enhancements, continued revenue growth and profitability
Consult with various stakeholders and respond to all inquiries and feedback ensuring that recommendations for future enhancements are thoroughly vetted, documented and scheduled for future releases
Extensively involved in all aspects of system development including release planning, QA and UAT testing
Managed projects efficiently, ensuring timely delivery and high-quality results.
Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.
Developed and maintained strong relationships with clients, resulting in increased business opportunities.
Private Client Group Account Manager
HUB International Insurance Brokers
01.2008 - 01.2011
Level II Licensed
Managed select client group providing insurance solutions for all Personal risk exposures
Actively pursue new business opportunities within existing commercial and personal client base
Identify, initiate and execute sales opportunities across business units (Auto, Commercial, Personal, and Financial Services)
Underwrite accounts as required to ensure profitability of book of business
Identify and assess an individual’s personal risk potential providing various risk transfer solutions
Participated, strategized and lead the execution of various strategic projects working with both internal and external stakeholders to ensure successful completion
Assistant Vice President
Chubb Insurance Company of Canada
01.2001 - 01.2006
Developed and implemented underwriting and marketing strategies to maximize written premium growth and profit for Personal Insurance in Western Canada
Exceeded budgeted premium growth 5 consecutive years while achieving underwriting profit 4 of 5 years
Developed and Managed annual expense and premium budgets for Calgary and Vancouver branches
Identified and managed catastrophe exposures across Western Canada
Expanded broker distribution force from 46 across Western Canada to 97 contracted brokers, with additional alternative distribution relationships in each province
Developed service differentiation programs for clients and producers based on volume and profitability
Hired, developed and managed team of 10 individuals in marketing, underwriting and appraisal across Western Canada
Collaborated and liaised with other managers and departments on various projects to capitalize on cross-sell opportunities and/or efficiencies
BC Personal Lines Manager
Chubb Insurance Company of Canada
01.1999 - 01.2001
Identified and developed lead sources for unique opportunities to maximize written premium growth and profit
Managed and developed independent producer relationships
Chubb Custom Market Underwriter
Chubb Insurance Company of Canada
01.1997 - 01.1999
Selected and marketed Chubb Custom Market products, with emphasis on Film and Television, Cancellation of Event, and Special Event Liability underwriting and marketing to independent agents and brokers across Western Canada achieving department and branch profit and growth goals.
Personal Lines Underwriter
Chubb Insurance Company of Canada
01.1994 - 01.1997
Underwrote and marketed Personal Insurance products to agents and brokers achieving department and branch written premium profit and growth goals
Claims Department-Unit Leader/ Adjuster
Commercial Union Assurance Company
01.1991 - 01.1994
Supervised team and ensured claims department’s needs were met
Handled between 150 - 200 claims files at any given time from initial client contact through investigation, negotiation and settlement
Chartered Insurance Professional - Principles & Practices, Claims 1, Casualty Covers, Insurance on Property-1, Personal Auto Insurance, Bodily Injury
Insurance Institute of Canada
01.1994
Bachelor of Arts -
University of Alberta
Edmonton, Alberta
01.1990
Skills
Team Leadership
Relationship Building
Decision-Making
Critical Thinking
Coaching and Mentoring
Complex Problem-Solving
Strategic Planning
Results-Driven
Continuedprofessionaldevelopment
2008, CAIB I, CAIB II, CAIB III
2000-2006, University of British Columbia, New Managers, New Economy Marketing, Finance & Accounting for Non-Financial Managers, Powerful Presentations
Timeline
Vice President, Private Client
HUB International Insurance Brokers
01.2024 - Current
Vice President Private Client & Sales
HUB International Insurance Brokers
01.2022 - 01.2024
Vice President, Personal Insurance
HUB International Insurance Brokers
01.2019 - 01.2022
AVP (Duck Creek) Personal Insurance
HUB International Insurance Brokers
01.2011 - 01.2019
Private Client Group Account Manager
HUB International Insurance Brokers
01.2008 - 01.2011
Assistant Vice President
Chubb Insurance Company of Canada
01.2001 - 01.2006
BC Personal Lines Manager
Chubb Insurance Company of Canada
01.1999 - 01.2001
Chubb Custom Market Underwriter
Chubb Insurance Company of Canada
01.1997 - 01.1999
Personal Lines Underwriter
Chubb Insurance Company of Canada
01.1994 - 01.1997
Claims Department-Unit Leader/ Adjuster
Commercial Union Assurance Company
01.1991 - 01.1994
Chartered Insurance Professional - Principles & Practices, Claims 1, Casualty Covers, Insurance on Property-1, Personal Auto Insurance, Bodily Injury