Senior Middle Market P&C Commercial Lines Underwriter - REVAU
(2023-01)
- Lead underwriting for complex Liability and Property accounts, including large national exposures, collaborating with brokers and industry stakeholders to ensure profitable outcomes.
- Manage designated MGA Binding Authority within local Canadian and London Lloyd's markets, adhering to underwriting frameworks and compliance standards.
- Drive underwriting strategy development and risk selection in alignment with company business plans and market trends.
- Mentored and trained new underwriters, supporting their professional development, and guiding them through complex risk analysis and decision-making.
- Provide expert guidance to underwriters on property and Casualty, using market data and insights to recommend underwriting actions and pricing adjustments.
- Exceeded first-year performance appraisal and KPI targets, contributing to team success in business growth, retention, and profitability.
- Assisting the VP of Underwriting with strategic projects, including the development and rollout of training resources and underwriting guidelines, leading to a more efficient team and better alignment with risk appetite and compliance standards.
Senior Middle Market National P&C Commercial Lines Underwriter - AVIVA CANADA INSURANCE
(2022-01 - 2023-12)
- Managed underwriting for national accounts in diverse sectors such as Retail, Manufacturing, and Construction, Roofing, Snow Removal, Hospitality.
- Developed and implemented underwriting action plans to address broker performance and align with company growth targets, increasing broker engagement and business profitability.
- Recently named on recent 'Success Story' on Middle Market team's discussion following Broker's Ontario CEO's feedback to Leadership Team.
- Invited to participate on monthly team's account winning discussions sharing an account outside the box where successfully Collaborated with leadership and technical teams on pricing strategies and underwriting decisions, optimizing results.
- Team up with multiple Broker's Leadership teams setting up upcoming Broker's visits to promote brand product, explore challenges opportunities and establish improved engagement relationship.
Senior P&C Commercial Lines Underwriter - GORE MUTUAL INSURANCE
(2020-01 - 2022-12)
- New Business P&C Underwriter, manage the broker relationships negotiating new business and renewals retention target and profitable business opportunities.
- POD Led, implementing action plans to ensure the team is achieving weekly targets. & managed broker relationships for the pod.
- Work with management and BD to track priority broker performance and develop action plans.
- Mentor UWs on complex and escalated NB and Renewals referrals maintaining a profitable book of business and continued skill development.
- Recognized as Top Two Underwriter in 2021 for achieving annualized new business revenue targets.
Commercial Lines Property and Casualty Underwriter - TOTTEN INSURANCE GROUP
(2015-01 - 2020-12)
- Underwrote and negotiated new business and renewals, consistently exceeding revenue targets.
- Collaborated closely with brokers to develop customized underwriting solutions, enhancing client retention and business profitability.
- Developed training materials and provided mentorship to new employees, enhancing team knowledge and skillsets.
- Negotiated with domestic and Lloyd's markets, managing underwriting, commissions, and fees.
- Implemented a triage structure for underwriting hard-to-write classes, streamlining the process for difficult risks.
- Programs working knowledge as Roofing, Snow Removal and others, Subscriptions and Mid-Market accounts.
- Negotiated and re-implemented AmBest Underwriting resource contract.
- Assisted manager with special projects including Underwriting Rating Tool maintenance, markets contact list, in house contracts updates and team's claims support Underwriter.
- Negotiated Underwriting, commissions, and fees with In -house, domestics, and Lloyds markets.
Commercial Lines Global Markets Underwriting Analyst (Contract) - AIG INSURANCE COMPANY OF CANADA
(2014-01 - 2015-12)
- Facilitated local, global, and multifactional policies issuance for Commercial Lines Property & Casualty, CGL, Umbrella, Excess Liability, Marine and Financial Lines account.
- Ensured that underwriting adhered to local and global regulatory guidelines and compliance standards.
- Reviewed and issued standard policies and manuscript policies for small, medium to large master policies.
- Successfully improved backlog policy issuance and workflow reports, created quality audit reports for senior management.
- Created department reference manual and implemented training resources, improving workflow and policy issuance timelines.
- Maintained liaison with local and global Brokers, Underwriters, Producing Offices, and back office to ensure the local policies coverage are in line with the primary master. global policies, negotiated terms and instructions, while complying with the Canadian regional industry guidelines, coverage, wordings, and restrictions.
Senior Personal Lines Underwriter - UNIFUND INSURANCE COMPANY (RSA)
(2012-01 - 2013-12)
Senior Personal Lines Portfolio Underwriter - Economical Insurance Group
(2006-01 - 2012-12)
Senior Personal Lines Broker – Underwriter - TD Meloche Monnex Insurance Inc
(2001-01 - 2006-12)
