Sub-Boker, Paul Insurance, Calgary, AB February 2024 – Current
- Lead management and strategic growth of a mid- to large-market personal and commercial book of business, optimizing profitability and client longevity.
- Conduct comprehensive analysis of clients’ insurance portfolios and recommend appropriate coverage solutions to ensure adequate asset protection.
- Ensure all policy endorsements are processed accurately, issued promptly, and premium adjustments are collected in a timely manner.
- Focus on delivering exceptional client service while identifying cross-selling opportunities to enhance retention and portfolio growth.
- Collaborate with internal team members and insurance carriers to structure optimal solutions that achieve successful outcomes for clients and stakeholders.
Financial Advisor, Sun Life Financial, Calgary, AB August 2018 – July 2023
- Build and maintain strong relationships with underwriters and other industry professionals.
- Account Executive for a large block of Accounts for Group insurance, Individual insurance and Wealth portfolio.
- Provide leadership and mentorship to new advisors, contributing to increased client retention and long-term relationship growth.
- Complete detailed analysis of client’s financial situation and provide recommendations/solutions to help them achieve their goals.
- Lead comprehensive annual benefits plan reviews and develop strategic recommendations to enhance plan value, optimize costs, and strengthen alignment with client and employee needs.
- Assisting clients with retirement and wealth planning while maximizing tax strategies.
- Staying updated on Mutual Funds by performing comparative analysis using Morningstar.
- Collaborating and assisting with Compliance officer for audits.
- Actively engage in business development activities: webinars, introduction events, professional networks.
- On-going learning and development to ensure professional knowledge is current.
President, Shield Insurance Group Ltd, Calgary, AB January 2011 – March 2018
- Recruited and managed a team of insurance professionals.
- Coached, Trained and motivated staff with positive feedback.
- Built and maintained relationships with insurance carriers: Aviva, Intact, Canada Life, Manulife, Sun life, and RBC
- Assessed client’s home, auto, commercial liability, life, disability, and group insurance needs and provided multiple solutions.
- Underwriting policies to make sure they fit carrier requirements.
- Performed field underwriting and loss control inspections, reviewed and implemented loss control recommendations with insurers and clients.
- Built strong client relationships by advocating on their behalf to insurance carriers and regulatory bodies.
- Facilitated claims processes to deliver successful outcomes for clients and insurance carriers while ensuring efficient resolution and exceptional service.
