Summary
Overview
Work History
Education
Skills
Continuedprofessionaldevelopment
Timeline
Generic

Monique Mehl

North Vancouver,BC

Summary

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

Education

CPRIA (Chartered Private Risk & Insurance Adviser) -

Private Risk Management Association
12-2023

CAPI (Chubb Advanced Personal Insurance) -

Wharton School of Business
Philadelphia, Pennsylvania
12-2022

No Degree - Executive Continuing Education

University of British Columbia
01.2006

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

Insurance Institute of Canada

Bachelor of Arts -

University of Alberta

CPRIA (Chartered Private Risk & Insurance Adviser) -

Private Risk Management Association

CAPI (Chubb Advanced Personal Insurance) -

Wharton School of Business

No Degree - Executive Continuing Education

University of British Columbia
Monique Mehl