Stephen Smith
Sooke,Canada
Summary
Energetic and resourceful individual with strong leadership abilities and collaborative mindset. Possesses understanding of operational processes and effective team management, demonstrated by excellent organizational and problem-solving skills. Driven to optimize workflow and enhance team productivity to achieve operational excellence.
Overview
10
10
years of professional experience
Work History
Operations Supervisor – West Region
the Co-operators
08.2023 - Current
- Built a team of seven Commercial Specialists that sell commercial insurance on behalf of Corporate Offices Nationally
- Strategically identified areas of Growth to target and set CS locations
- Built team processes to help specialists achieve goals (Prospecting Lists, templates)
Senior Performance Consultant – West Region
the Co-operators
03.2019 - Current
- Created structure and supported implementation of several quoting campaigns Nationally
- Strategically identified better ways to cap commercial and home policy increases, which led to increased retention for our Commercial portfolio
- Have built 20+ Dashboards that are utilized across the company, including as part of the new Leaderboard
- Have leveraged the CLV model and my own code to build an advisor cross sale campaign Nationally
- Represent Distribution’s needs in interdepartmental projects and initiatives
- Analyze data and reports to help drive distribution decisions and insights
- Support advisor with reporting tools and guidance with MicroStrategy dashboards
- Work with National and other regional team members to ensure consistency amongst teams
Virtual Consultant Manager
the Co-operators
01.2021 - 12.2022
- Lead team of 5 National consultants and implementing new programs and processes
- Provide opportunity for personal development of team members
- Align team’s work with corporate strategy to grow commercial
Regional Performance Analyst – West Region
the Co-operators
01.2017 - 03.2019
- Utilize and create monitoring reports
- Provide agencies with Ad-hoc reporting and analytical support
- Review dislocation files to help understand impacts of rate changes and segmentation
- Understand and support Commercial, Farm, Home and Auto product lines
- Create and enhance reporting dashboards and excel files
Associate Insurance Advisor
Richard Van Dyke Insurance Group
01.2016 - 01.2017
Auto Underwriter – Personal Lines
the Co-operators
03.2015 - 01.2016
Underwriting Policy Service Representative
the Co-operators
07.2014 - 03.2015
Education
Chartered insurance professional (Fcip) designation -
Insurance Institute of Canada
06.2024
certified risk management (crm) designation -
02.2020
Bachelor of Science - Mathematics
University of Guelph
Guelph, Ontario04.2013
Skills
- Analysis
- Strategic Segmentation
- MicroStrategy
- Azure
- Policy Systems
- Performance monitoring
- Team Leadership
- Operations Oversight
- Communication Skills
- Statistics
References
- Jim Mahoney, AVP, Region Performance Consulting, the Co-operators, jim_mahoney@cooperators.ca, 306-347-6360
- Mustafa Salem, Manager, Market Opp & Sales Performance Measurement, The Co-operators, Mustafa_salem@cooperators.ca
Languages
English
Native or Bilingual
Timeline
Operations Supervisor – West Region
the Co-operators
08.2023 - Current
Virtual Consultant Manager
the Co-operators
01.2021 - 12.2022
Senior Performance Consultant – West Region
the Co-operators
03.2019 - Current
Regional Performance Analyst – West Region
the Co-operators
01.2017 - 03.2019
Associate Insurance Advisor
Richard Van Dyke Insurance Group
01.2016 - 01.2017
Auto Underwriter – Personal Lines
the Co-operators
03.2015 - 01.2016
Underwriting Policy Service Representative
the Co-operators
07.2014 - 03.2015
certified risk management (crm) designation -
Chartered insurance professional (Fcip) designation -
Insurance Institute of Canada
Bachelor of Science - Mathematics
University of Guelph
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