Summary
Overview
Work History
Education
Timeline
Generic

Shawn Fidler

Mississauga,ON

Summary

High-achieving Business Development Representative bringing expertise in marketing, sales and operations. Consults with customers, builds strong relationships and increases sales results.

Overview

18
18
years of professional experience

Work History

Business Development Account Manager

SGI CANADA
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 brokers office and compare expected new business with actual new business to identify any possible disconnects
  • Manage and review CPC targets on quarterly basis
  • Complete quarterly analysis of brokers and present findings at quarterly broker reviews
  • Prospect for new broker appointments, portfolio transfers and override opportunities
  • Manages SGI CANADA's participation in annual IBAO convention responsible for planning and coordinating all activities.
  • Manages National brokerage accounts
  • Responsible for mentoring new Business Development Account Manager
  • Prospected and contracted with 7 new brokerages over 4 year period, accounting for $10 million dollars in new business

Insurance Agency Owner

Fidler & Associates O/a Co-operators Insurance
09.2010 - 08.2016
  • Maintained profitable portfolio every year.
  • Consistently exceeded client growth targets while maintaining high retention rates
  • Successfully developed and executed 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
  • Designed strategic marketing and advertising campaigns to enhance agency development in market
  • Supervised all agency activities to promote proper planning, coordination and organization
  • Managed staff performance of staff by proactively addressing deficiencies and training weaknesses
  • 3 time Region Builders award winner

Sales Supervisor

Co-operators Group Insurance
07.2006 - 09.2010
  • Responsible for managing team of 12 sales associates who were responsible for on-site quoting for group accounts
  • Responsible for training all new employees on proper sales and closing techniques in contact center environment
  • Oversaw implementation of Alberta outbound sales strategy Responsible for meeting company sales targets
  • Held monthly meetings with group account managers to provide updates and address their concerns
  • Established employee recognition program for all sales associates.
  • Developed and implemented performance improvement strategies and plans to promote continuous improvement
  • Led Employee Success Management team which was responsible for employee engagement
  • Increased customer satisfaction by addressing and resolving client concerns efficiently.

Education

CIP Designation - Insurance And Risk Management

Insurance Institute of Canada
Toronto
10.2010

CRM Designation - Insurance And Risk Management

Global Risk Management Institute
Toronto
07.2008

Timeline

Business Development Account Manager

SGI CANADA
08.2016 - Current

Insurance Agency Owner

Fidler & Associates O/a Co-operators Insurance
09.2010 - 08.2016

Sales Supervisor

Co-operators Group Insurance
07.2006 - 09.2010

CIP Designation - Insurance And Risk Management

Insurance Institute of Canada

CRM Designation - Insurance And Risk Management

Global Risk Management Institute
Shawn Fidler