Summary
Overview
Work History
Education
Skills
Certification
Community Service
Generic
Patty Tompsett

Patty Tompsett

Blenheim,ON

Summary

Dynamic, results-driven insurance professional with over 20 years of progressive leadership experience. Adept at driving organizational growth, optimizing operational efficiency, and fostering client relationships. Proven track record of leading high performing teams, executing strategic initiatives, and adapting to evolving market conditions. Possess deep expertise in claims management, risk analysis, and operational management. Ready to leverage comprehensive industry knowledge and executive leadership skills to drive long-term success.

Overview

24
24
years of professional experience
3
3
Certificate

Work History

Chief Cake Officer (COO)

Phab Treats
Blenheim, ON
01.2018 - Current
  • Own and operate a custom cake, cupcake, and cookie business, specializing in creating treats for both small and large events
  • Offer a variety of personalized cakes, cupcakes, cookies, and cake pops tailored to each client's unique vision

Business Owner & CEO

Charlies Café
Blenheim, ON
01.2024 - 12.2024
  • Overseeing all operations of the café, including baking a variety of delicious gluten-free treats, providing excellent customer service, and managing essential back-office tasks
  • This includes purchasing, inventory control, bookkeeping, and analyzing sales trends to ensure the right products are available each day

Sales & Service Manager

McConville Omni Insurance Brokers
London, ON
08.2022 - 02.2023
  • Leading a team of Sales & Service Brokers with strong, decisive leadership, navigating significant changes while maintaining high service standards
  • Implemented workflow improvements to enhance efficiency and drive increased customer retention

Claims Specialist and Team Lead

Kent & Essex Mutual Insurance
Chatham, ON
11.2019 - 08.2022
  • By coaching, mentoring, and motivating, I successfully guided the claims administration team through the challenges of COVID and significant departmental changes
  • Collaborating closely with fellow team leads, we enhanced departmental efficiencies by updating key business practices and workflows

Personal Banking Associate

TD Bank
Wallaceburg, ON
04.2019 - 11.2019
  • Engaged customers in needs-based discovery conversations to identify their daily banking requirements
  • Supported them by opening new accounts, processing credit applications, and providing tailored solutions to help manage and save money more effectively

Business Development Manager

West Elgin Mutual
06.2017 - 06.2018
  • Focused on motivation and coaching, I led the Agency Sales Department to achieve profitable growth and improved policyholder retention
  • Expanded the sales team by 28% through strategic collaboration with HR and the CEO in recruiting and onboarding new sales agents
  • Additionally, I designed and implemented a comprehensive Agency Sales Training Program to ensure the success of onboarding new Sales Agents

Financial Advisor

Cooperators Insurance
Blenheim & Tilbury, ON
05.2015 - 06.2017
  • As the Financial Advisor overseeing two sales office locations, I led a team of sales associates while managing and executing personalized business and marketing plans
  • I successfully introduced new marketing strategies to attract prospects and collaborated with my team to establish a robust sales process and a retention program to maintain and grow the existing book of business
  • By leveraging a needs-based sales approach, we consistently met our objectives by helping clients achieve their financial goals

Agency Services Supervisor

State Farm Insurance
Aurora, ON
09.2014 - 05.2015
  • Led a team of 15 during the critical transition from State Farm Canada to Desjardins, managing several key projects and initiatives to ensure a seamless integration
  • Focused on improving business processes within the team, which led to enhanced efficiency and a significant boost in team morale
  • Prioritized change management to support team members as they navigated organizational changes that impacted them both personally and professionally

Project Manager - Agency Deployment Team

State Farm Insurance
Aurora, ON
03.2013 - 09.2014
  • Coordinated the successful rollout of several major systems initiatives affecting over 500 sales offices across Canada
  • This role included drafting comprehensive business proposals for future systems initiatives and presenting them to the executive leadership team, showcasing strategic planning and effective communication skills

Corporate Trainer and Sales Process Coach

State Farm Insurance
Aurora, ON
03.2008 - 03.2013
  • Played a pivotal role in launching the careers of over 100 new Sales Agents across Canada
  • Provided comprehensive support to agents and their sales teams by coaching and training on effective sales processes, point-of-sale customer conversations, and leveraging technology to enhance sales interactions
  • Guided teams in managing customer needs while tracking sales and marketing efforts to drive success and growth

Human Resources Representative - Recruiter

State Farm Insurance
Aurora, ON
11.2005 - 03.2008
  • Collaborated closely with hiring managers across departments to identify staffing needs and attract top talent
  • Utilized diverse recruitment strategies, including job fairs, job board postings, and partnerships with local talent agencies
  • Conducted pre-screening interviews and supported managers throughout the interview and selection process to ensure successful hiring outcomes

Claims Adjuster - Auto Total Loss

State Farm Insurance
Scarborough, ON
11.2002 - 11.2005
  • As an Auto Claims Adjuster in the Centralized Total Loss Unit, I worked directly with customers who experienced auto losses potentially resulting in a total vehicle loss
  • Responsibilities included establishing vehicle market value through detailed market research, assessing whether the vehicle was repairable or a total loss, and effectively communicating these decisions to policyholders and their sales agents

Sales Representative

Lisa Hoy Pressick Agency, State Farm Insurance
Courtice, ON
06.2001 - 11.2002
  • Through needs-based discovery conversations with customers, I assessed and determined their unique auto, property, and life insurance needs, providing personalized solutions to ensure comprehensive coverage

Education

Bachelor of Arts - Political Science

McMaster University
Hamilton, ON
04-2001

Skills

  • Insurance Management Software (IBS, Guidewire)
  • Customer Relationship Management (CRM) Tools
  • Microsoft Office Suite (Excel, Word, Powerpoint)

Certification

  • Registered Insurance Brokers of Ontario (RIBO), 01/01/23
  • Chartered Insurance Professional (CIP), 04/01/06
  • Completion of Competent Toastmasters Program (CTM), 01/01/06

Community Service

  • Board Chair, Alzheimer's Society of Chatham-Kent, 06/01/24 - Present
  • Board Member, Blenheim BIA, 01/01/24 - 12/31/24
  • Board Treasurer, Alzheimer's Society of Chatham-Kent, 06/01/23 - 05/31/24
  • Board Treasurer, Blenheim BIA, 01/01/17 - 06/30/18

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Patty Tompsett