Amy German, B.A, Cip Email & Phone Number

Oakville, Ontario, Canada

Ontario

• Responsible for National Initiatives to drive Business Development; developed our broker segmentation strategy including the differentiated value proposition, and working with stakeholders to define service level.
• Operational: Support the execution of terms of contracts/agreements. Serves as the field and BU liaison for broker contract issues including termination and new appointment process.
• Key field resource for Marketing initiatives for broker digital/ease of doing business (EODB)
• Controls and Compliance: As corporate officer for Sales and Distribution, lead on business continuity planning (BCP), quarterly strategic review (QSR) reporting, Risk register, Canadian Governance Council
• National Broker Education & Development: Lead a team of Broker Training Specialists and their work to develop content and delivery for the field
• Representative on national strategies such as regional meetings, product fairs and national broker council meetings. Sales & Distribution representative on national initiatives

Ontario

• Responsible for National Initiatives to drive Business Development; developed our broker segmentation strategy including the differentiated value proposition, and working with stakeholders to define service level.
• Operational: Support the execution of terms of contracts/agreements. Serves as the field and BU liaison for broker contract issues including termination and new appointment process.
• Key field resource for Marketing initiatives for broker digital/ease of doing business (EODB)
• Controls and Compliance: As corporate officer for Sales and Distribution, lead on business continuity planning (BCP), quarterly strategic review (QSR) reporting, Risk register, Canadian Governance Council
• National Broker Education & Development: Lead a team of Broker Training Specialists and their work to develop content and delivery for the field
• Representative on national strategies such as regional meetings, product fairs and national broker council meetings. Sales & Distribution representative on national initiatives

Oakville, Ontario, Canada

• Responsible for maximizing the overall financial results of the local franchise by leveraging our national product breadth.
• Lead the strategic analysis and build out of our broker footprint including broker appointments (and terminations as necessary), analysis of demographics and development of prospect lists, and identifying sales.
• Developed annual budget with controls to support fiscal responsibility throughout year
• Engage and partner with regional BU leadership on developing key strategies and drivers that are critical to BU and regional success
• Profit and loss accountability; influence business unit initiatives to drive enterprise results; understand business unit drivers and goals and supports their efforts.

Toronto, Canada Area

• Identifies opportunities for profitable growth including broker appointments, portfolio acquisitions and individual broker plans for organic growth: develop recommendations and profit analyses; maintain current market.
• Proactively recognizes opportunities to improve profitability and acts appropriately in respect of market conditions on rate changes, broker appointments, business mix changes, and portfolio acquisition; iincorporates.
• Develops resilient partnerships with key brokers: develops growth plans and ensures solid understanding of products, pricing and competitive advantage

Oakville, Ontario

• Evaluates and develops the skills of the Underwriters and Portfolio Analysts to ensure a high quality of portfolio management, risk selection and profitability.
• Monitors and ensures achievement of all initiatives detailed in the P/L Business Plan for the Regional Centre.

Toronto, Canada Area

• Responsible for the development of the national annual training plans including the needs analysis, material development, resource acquisition, and post-training survey
• Lead a team of trainers to ensure programs delivered on time and within budget

Toronto, Canada Area