Lisa Nichols

Dedicated insurance professional with 17 years of experience, specializing in underwriting, employee development, and operational support. Proven success as a Senior Underwriter, assessing complex risks, driving portfolio quality, and supporting strategic business goals. Recognized for training and coaching new and existing employees, improving team performance, and strengthening underwriting consistency.

Senior Underwriter/Training Facilitator - Intact Insurance - New Brunswick, Nova Scotia, PEI, Newfoundland

(2021-01 - 2026-12)

• Provided support and guidance for Brokers in all New Brunswick, Nova Scotia, PEI and Newfoundland
• Participated in Brokers visits and industry events to foster strong relationships
• Assessed and managed risks to ensure they meet the company's appetite
• Peer coach and mentor for all levels of underwriters
• Created a training plan and facilitated training for new employees to develop their skills
• Conducted team meetings and presented new industry trends and products
• Supported the underwriter internal guidance phone Q to help educate and nurture their growth
• Reviewed risks for high-net-worth clients
• Received the IBANB Insurer Partner Award in 2023

Senior Insurance Advisor/Compliance Officer - TD Insurance - New Brunswick, Ontario, Quebec

(2009-01 - 2021-12)

• Licensed in New Brunswick, Ontario, and Quebec
• New business sales team member for New Brunswick, Ontario and Quebec
• Conducted sale meeting to increase sales profitability, improve metrics and increase customer satisfaction results
• Coached a group of 12 advisors to improve audit results, increase compliance results and reduce Errors and Omissions (E & O's) for the Ontario and Alberta markets
• Conducted weekly coaching with team members to review compliance/audit results
• Complied data for audits and reconciliation reports for senior underwriters and managers
• Trainer for new employees servicing the Ontario market
• Centralized Resource team member tasked with peer coaching seasoned and new hire advisors, system support, reviewing and handling complex files, and providing guidance on products offered
• Award recipient for top sales and service results 5 years in a row

New Business Sales - Irving Oil - Atlantic Canada, Vermont, Maine, New Hampshire

(2008-01 - 2009-12)

• New business sales for Atlantic Canada, Vermont, Maine and New Hampshire
• Scheduled deliveries for fuel and service
• Recommended services and products for clients

Customer Service - Iron Mountain

(2007-01 - 2008-12)

• Assisted customer with their accounts and accessing information
• Data entry task
• Inventory searching
• Document retrievals

Product Expert - Future Shop

(2002-01 - 2007-12)

• Duty manager
• Commission sales expert
• Inventory coordinator
• Preformed store opening and closing duties

Bachelor of Arts - University of New Brunswick (1997-01 - 1998-12)

High School Diploma - Simonds High School (1995-01 - 1997-12)