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

Burlington, On, Ca

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 agreements (SLAs), training, incentives and recognition program• 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 agreements (SLAs), training, incentives and recognition program• 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 incentive opportunities• 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 intel, both company and broker; act to eliminate barriers to growth• 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 issues in planning and pricing• 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