Summary
Overview
Work History
Education
Skills
Certification
Hobbies
Timeline
Generic

Nicoleta Marcu

Montréal

Summary

Results-driven insurance professional with over 20 years of industry experience. Highly organized and dependable, adept at managing multiple priorities with a positive attitude. Demonstrated leadership in project management and team collaboration. Willing to take on additional responsibilities to achieve team goals. Strategic-thinking insurance professional experienced in supporting corporate initiatives and promoting the brand through active participation in meetings and industry events. Dynamic relationship builder with excellent negotiation skills and a detail-oriented approach.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Senior Underwriter

Intact Insurance
04.2022 - Current
  • Made decisions on acceptance, rejection, or modification of business proposals by applying knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards. Documented underwriting decisions and provided evidence of compliance with applicable regulations and Collaborated with other professionals to develop innovative underwriting solutions. Streamlined underwriting processes for increased efficiency and faster turnaround times.
  • Guided, mentored and coached underwriters in both technical and professional skills, instilling best practice and company standards.
  • Collaborated with brokers and internally to develop tailored insurance solutions for clients (large accounts and programs)
  • Maintained strong relationships with brokers by facilitating open communication channels, offering product training and being solution oriented.
  • Reviewed competitor products regularly to identify opportunities for differentiation within the market landscape.
  • Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.

Associate Client Executive, AVP

Marsh Canada Ltd
11.2019 - 04.2022
  • Helped VPs add value and growth to annual sales volume by negotiated profitable contracts with key clients and prospects securing long-term revenue streams for the company.
  • Continuously monitored industry trends to identify emerging markets or technologies offering potential new business opportunities.
  • Specialized in complex insurance risk as Life Science, E&O, D&O, Crime, Tech and international placement.
  • Increased company growth through collaboration with with internal departments to create integrated solutions that addressed complex client challenges effectively.
  • Managed a diverse portfolio of clients, ensuring timely delivery of products and services while maintaining high levels of satisfaction. Enhanced client relationships by identifying their needs, providing tailored solutions and offering day to day support to clients by analyzing insurance contract for local and foreign clients.
  • Resolved issues and recommended actions based on production and compliance reports.


Course Instructor

Collège John Abbott
09.2017 - 04.2020
  • Teach and evaluate insurance concepts AEC programs ( College course to obtain the Damage Insurance Attestation)
  • Encouraged class discussions by building discussions into lessons, actively soliciting input, asking open-ended questions and using techniques to track student participation.
  • Prepared quizzes, tests and examinations to gauge how well students were learning.
  • Consistently monitored student progress using formative assessment tools, adjusting instruction as necessary to maximize achievement potential.
  • Worked with average of 10 participants per class.
  • Enhanced classroom collaboration for increased peer interaction and group problem-solving activities.

Account Manager - Major Accounts

Hub International
11.2017 - 11.2019
  • Contributed to annual revenue goals by developing new accounts in collaboration with the Account Executive. Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
  • Right-hand woman for various Account Executives specializing large accounts in the tech industry, pharmaceuticals, real estate and constructions projects.
  • Secured high-value accounts through personalize daily customer service, mainly by offering a service of consultation on their insurance clauses.
  • Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
  • Participating in all the stages of the coverage placements by negotiating contract terms with the Insurers, securing favorable agreements for existing and new clients and helping brokers within the company with the placement of specialized insurance coverages like D&O, E&O, Crime, Credit and Cyber Risks.
  • Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
  • Reference for other brokers for the specialty insurance products. Answering their questions, revising the coverage and shared my contacts at the Insurer.
  • Actively participated in networking events within the industry, expanding professional connections and generating leads.




Marketer & Account Manager

Fort Insurance (ABZ Assurances Inc)
05.2016 - 11.2017
  • Developing and maintaining relationships between the firm and the Insurers as the only insurance marketer in the firm
  • Principally solicited for placement of new businesses, renewals and challenging files
  • Main class of risk was real estate, construction and tech companies and E&O accounts
  • Developed my negotiation skills by developing my relations with the underwriters, colleagues and insureds. My main focus was to provide to the Insured the best product for their needs.
  • Conducted regular account reviews to identify areas for improvement and ensure continued success.

Account Executive

Ellipse Insurance (Groupe Viau)
07.2010 - 05.2016
  • As an account executive, my mandate was to increase business value by bringing new business in the company, mostly medium to small accounts in different fields
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.
  • Negotiated with underwriters for appropriate insurance products for my clients, resulting in mutually beneficial agreements and cultivated relationships.
  • Maximized revenue by servicing accounts and proposing new products and services to established customers.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Conducted regular check-ins with existing clients to assess their needs and identify upselling opportunities.
  • Developed a solid pipeline of prospects through diligent research and targeted outreach efforts.

Technical Insurance Assistant

AON Reed Stenhouse / AON Parizeau
12.2008 - 07.2010


  • Provided administrative support to senior staff members as needed, enabling them to focus on high-level strategic tasks.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Daily service customer for the pharmacies programs : answering customer questions, issuing certificates and invoicing request
  • Placement of pharmaceutical derivative accounts of clients that did not fall within the pre-established standards of the programs.
  • Obtained my commercial broker's licence

Damage Insurance Broker

Les Assurances Michel Pelletier inc
04.2007 - 01.2008

Damage Insurance Broker / Automobile Underwriter

Bouchard Assurances
08.2005 - 04.2007

Personal Lines Damage Insurance Agent

Bélair Direct
09.2002 - 01.2005

Education

College Diploma - Health Science

Collège Jean-de-Brébeuf
Montreal, QC
06.2000

High School Diploma -

Collège Rachel
Montreal, QC
06.1998

Skills

  • Decision Making
  • Sales Tracking
  • Problem Anticipation and Resolution
  • Quality Assurance
  • Customer Relations
  • Multitasking and Prioritization
  • Presentation Development and Delivery
  • Training and mentoring
  • Relationship building
  • Relationship building and retention
  • Strong analytical skills

Certification

PLUS Designation

CIP Designation

Damage Insurance Broker (AMF license)

Registered Insurance Broker of Ontario (RIBO)

CRM certificate issued by the Instituted for Insurance In progress of obtaining the CRM designation from the RIMS in 2025

Hobbies

Jogging, swimming, learning new languages and having brunches with friends and family

Timeline

Senior Underwriter

Intact Insurance
04.2022 - Current

Associate Client Executive, AVP

Marsh Canada Ltd
11.2019 - 04.2022

Account Manager - Major Accounts

Hub International
11.2017 - 11.2019

Course Instructor

Collège John Abbott
09.2017 - 04.2020

Marketer & Account Manager

Fort Insurance (ABZ Assurances Inc)
05.2016 - 11.2017

Account Executive

Ellipse Insurance (Groupe Viau)
07.2010 - 05.2016

Technical Insurance Assistant

AON Reed Stenhouse / AON Parizeau
12.2008 - 07.2010

Damage Insurance Broker

Les Assurances Michel Pelletier inc
04.2007 - 01.2008

Damage Insurance Broker / Automobile Underwriter

Bouchard Assurances
08.2005 - 04.2007

Personal Lines Damage Insurance Agent

Bélair Direct
09.2002 - 01.2005

College Diploma - Health Science

Collège Jean-de-Brébeuf

High School Diploma -

Collège Rachel

Similar Profiles

CREATE PROFILE
Nicoleta Marcu