Shawn Fidler
Business Development Account Manager
Mississauga,Ontario
Summary
High-achieving Business Development Account Manager bringing expertise in marketing, sales and operations. Consults with customers, builds strong relationships and increases sales numbers.
Overview
19
19
years of professional experience
Work History
Business Development Account Manager
SGI CANADA/COACHAN INSURANCE
Toronto, Ontario
08.2016 - Current
- Manage broker performance by analyzing their portfolio to determine their mix of business, quality of business, retention levels and new business production
- Analyze competitive positioning of quotes in a brokers office and compare the expected new business with the actual new business to identify any possible disconnects
- Manage and review CPC targets on a quarterly basis
- Complete quarterly analysis of brokers and present findings at quarterly broker reviews
- Prospect for new broker appointments, portfolio transfers and override opportunities to grow my portfolio
- Lead for SGI CANADA's participation in the annual IBAO convention responsible for planning and coordinating the event.
- Responsible for mentoring new Business Development Account Manager
- Lead the Business Development team when the Director is on vacation or special assignment during our company's transformation
- Prospected and contracted with 7 new brokerages over a 4 year period, accounting for $10 million dollars in new business
- Delivered portfolio growth of 16% in 2021. First half 2022 is trending higher at 23%
Agency Owner/Insurance Advisor
FIDLER & ASSOCIATES LIMITED O/A COOPERATORS GENERAL INSURANCE
Brampton, Ontario
01.2010 - 08.2016
- Maintained a profitable portfolio every year.
- Consistently exceeds client growth targets while maintaining high retention rates
- Successfully developed and executed a commercial prospecting program that resulted in over 50 % contact rate and generated over $100,000 in premium annually.
- Effectively developed relationships with multiple real estate offices to establish exclusive referral partnerships
- Executive Award in 2011 and 2014
- Responsible for marketing and selling Home, Auto, Commercial, Life Insurance and Investment products in the Brampton territory under the Cooperators brand
- Responsible for managing an agency with 3 employees and over 1300 clients.
Outbound Sales Supervisor
COOPERATORS GROUP INSURANCE
Mississauga, Ontario
01.2007 - 01.2010
- Responsible for managing a team of 10 sales associates who were responsible for on-site quoting for our group accounts
- Responsible for training all new employees on proper sales and closing techniques in a contact center environment
- Oversaw the implementation of our Alberta outbound sales strategy and travelled to Alberta to complete one on one sessions with the outbound sales associate
- Responsible for meeting company sales targets
- Held monthly meetings with group account managers to provide updates and address their concerns
- Established an employee recognition program for all sales associates.
Inbound Sales Associate
COOPERATORS GROUP INSURANCE
Mississauga, Ontario
01.2004 - 01.2007
- Selling of Home and Auto insurance products to our group clients
- Responsible for following up on ex-dates
- RIBO licensed
Education
Chartered Insurance Professional Designation -
CRM - Canadian Risk Management
Global Risk Management Institure
01.2008 - 07.2008
Skills
Strategic planning
undefinedWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Business Development Account Manager
SGI CANADA/COACHAN INSURANCE
08.2016 - Current
Agency Owner/Insurance Advisor
FIDLER & ASSOCIATES LIMITED O/A COOPERATORS GENERAL INSURANCE
01.2010 - 08.2016
CRM - Canadian Risk Management
Global Risk Management Institure
01.2008 - 07.2008
Outbound Sales Supervisor
COOPERATORS GROUP INSURANCE
01.2007 - 01.2010
Inbound Sales Associate
COOPERATORS GROUP INSURANCE
01.2004 - 01.2007
Chartered Insurance Professional Designation -
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