Summary
Overview
Work History
Education
Skills
Certification
Timeline
Awards
Generic

Patrick Morris

Halifax,Canada

Summary

Aspiring people leader with over 4 years of colleague development experience at TD Insurance, focused on driving operational excellence in fast-paced contact center environments. Proven track record of managing performance, improving compliance outcomes, and executing business-critical initiatives. Adept at aligning teams with evolving priorities, monitoring service delivery standards, and leading structured coaching programs to meet and exceed organizational targets. Recognized for maintaining control in high-volume, high-risk settings while fostering team accountability and a culture of continuous improvement.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Senior Insurance Advisor

TD Insurance
09.2022 - Current
  • Delivered personalized insurance solutions to help clients safeguard assets, consistently exceeding sales quotas.
  • Recognized with QH year-end scores in both 2023 and 2024; awarded Spotlight Recognition in Q4 2023 and Q1 2024.
  • Led training for 50+ STA advisors across multiple outbound campaigns, integrating business priorities into advisor workflows.
  • Maintained high compliance standards with 2023 year-end scores of 97% (ADV) and 96% (FND).
  • Served as a Change Champion during the 2022 Guidewire software rollout, ensuring 127 capability coaches completed required training.

Capabilities Coach

TD Insurance
12.2021 - Current
  • Facilitated onboarding for over 170 new advisors, developing award-winning performers and future all stars.
  • Winner of June 2025 Colleague of the month, and Q1 2025 Legendary Award for impact on new hire classes while operating as lead capability coach.
  • Drove compliance success for coached advisors, with end-of-cohort scores up to 96% (ADV) and 97% (FND).
  • Designed and led 2–5 day bootcamp training sessions for return from loan advisors, focusing on compliance, product knowledge, and sales best practices.


STA: GIAC Huddle Facilitator

TD Insurance
09.2023 - 03.2024


  • Created facilitation content targeted towards advisor alignment with evolving business priorities and performance standards.
  • Facilitated sessions for 6–72 advisors at a time, educating over 900 colleagues across multiple markets.
  • Quickly adapted to changing service levels to ensure maximum impact of these upskilling presentations on business needs.

Education

Bachelor of Business Administration - Entrepreneurship & Innovation

Acadia University
05.2018

Skills

  • Direct and Indirect Coaching
  • Colleague Development
  • Risk Mitigation
  • Onboarding & Training Facilitation
  • Adaptability and Change Management
  • Compliance & Quality Assurance
  • Customer Experience & Conflict Resolution
  • Microsoft Excel & PowerPoint

Certification

Completed CIP Courses:

C11 - Principles and Practice of Insurance

C12 - Insurance on Property

C13 - Insurance Against Liability Part 1

C14 - Atlantic Automobile Insurance Part 1

C70 - Gateway to Commercial Insurance

C120 - Underwriting Essentials

C130 - Essential Skills for the Insurance Broker and Agent

C131 - Advanced Skills for the Insurance Broker and Agent

Timeline

STA: GIAC Huddle Facilitator

TD Insurance
09.2023 - 03.2024

Senior Insurance Advisor

TD Insurance
09.2022 - Current

Capabilities Coach

TD Insurance
12.2021 - Current

Bachelor of Business Administration - Entrepreneurship & Innovation

Acadia University

Awards

2023 & 2024 Year-End Performance Rating: QH (Quality High), Spotlight Award Recipient – Q4 2023 and Q1 2024, Advisor Compliance Success: Coached cohorts to 96% (ADV) and 97% (FND) compliance scores, New Hire Development: Directly coached multiple internal award winners, including a valedictorian, Guidewire Software Rollout: Selected as a Change Champion for training 127 capability coaches, Over 900 Advisors Trained via STA Huddle facilitation across various business units

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