Cheryl Roberts Email and Phone Number

Leading the National Life and Health Insurance Operations through Growth Strategies, Managing Life and Health Teams throughout Canada Nationwide. Work in collaboration with P&C Leadership Personal and Commercial Lines to Build, Strengthen, Grow, Acquire and Retain strong Sales, Service and Business Development Opportunities amongst Brokerlink Provincial Branches.

Insurance Broker and Independent Owner specializing in Individual and Corporate Life, Health, Critical Illness, Health Benefits, Disability, Travel, RESP, Segregated Funds insurance solutions.Broker contracted with all major Insurance Companies partnered via Qualified Financial Services Inc.

Leading the Western Region Branch Operations, P&C Personal Lines, Commercial Lines, Financial Services, Sales, Service and Operation Teams.Western Regional Manager Role & Responsibilities Overseeing the entire operations of the Oshawa, Cobourg, Courtice and Peterborough McDougall offices, and other branches and regions as required.Focus on profitability growing the regional offices into a major regional player. Led the Regional results from 25% profit margin to 35% profit margin.Set and track monthly and annual targetsComplete the annual budget for each branch and the region as a wholeControl/approve all expendituresWork with head office on specific advertising/digital/growth initiatives Host monthly branch CL, PL, Sales & Service Meetings on Accountability, Market Support, Growth & RetentionLead the CL & PL Service DivisionsTrain, measure, support Account Managers in their daily workEnsure corporate workflows are followedPerformance Management and Accountability Ensure proper staffingMove/assign/change staffing as needed based on requirements Improve retention and variousmatrix year after yearLead Sales Producer/Account ExecutiveTrain, measure, support CL/PL Producers in their daily workEnsure corporate workflows are followedSet/measure and track Sales Plans/Growth Coach Producers on reaching their targetsEnsure proper staffingMove/assign/change staffing as needed based on requirementsGrow each producers book year after year Relationship management 60 Insurance MarketsMeet with the insurance company representatives to review your branch resultsHandle any underwriting issues within your authorityAttend and represent McDougall at various industry events.Head office InteractionWork with all head office departments in the implementation of various Projects & InitiativesPrepare and present results at managers meetingsKey point person for 60 direct reports in all branchesReports directly to the President of McDougall Insurance

• Lead and Manage the Regional Managers in all Provinces with Operational Office Locations• Lead and Manage the Head office Central Operations Division Managers including New Business Administration, Large Case Account Managers, Insurance Operations• Manage functions of the Operations including Carrier Partnership, Product Management with a focus of the Strategic vision• Works closely with the Senior Executive team in reviewing, identifying, improving and implementing policy and procedures for all areas of Operations Sales, Service and Admin• Collaborate with internal and external stakeholders including, Regional Sales & Marketing teams, Compliance, Business Process Improvement and National Marketing on Industry Changes, Broker Management and Vendor Improvements• Reports Directly to the VP of Operations

New Business Project Development and Revenue Growth StrategiesBryson Financial Life Division LeadMarketing and Research DevelopmentBusiness Market Opportunities LiaisonNew Life Markets and MGA LiaisonDesignated Compliance and Licensing Manager for Life InsuranceDeveloped and Leader of new CARE Life insurance Division for Personal Lines Division Sales and Service Life Training and Coaching

• Designed, built the business model of selling life through P& C Insurance and executed the development and training of the Life Insurance Division within Bryson Insurance & Financial Services. • Attracted, developed, trained and licensed General Insurance brokers to sell Life or become dual licensed• Managed relationship with MGA and Market Leaders• Lead growth by utilizing shared resources from P&C • Designed the Compliance Regime for internal brokering including company self-audits, CE credits, AML and Privacy disclosure programs ensuring Compliance within the brokerage via FINTRAC, FSCO and CHLIA requirements• Lead the team internally to expand markets through Hub Financial, and move from small Term products to Whole Life, CI, DI, Health, Dental and Travel Insurance• Designed and managed an internal Sales Contest for Referrals • Designed and Lead Project I-Connect bringing Bryson Branding into the Digital Future – Launched Marketing SEO contact program through Roger’s Outrank, Live Chat, Extended Hours and the Launch, Marketing and Operational Launch of Bryson’s Second Location Branch in Brooklin, Ontario• Networked and Launched Public Relations Events, Trade Shows within Ajax and Brooklin • Developed Sales Routines and Coached the Branch Manager of Home and Auto Insurance• Negotiated a co-branding strategy • Created and Launched Workshops for new P&C market • Developed an internal Onboarding Training Program for all Divisions ensuring optimal results for attracting and onboarding new employees• The development of the cornerstone program for all of Bryson Insurance and Employees, The Bryson Experience Program – Included the development by using call monitoring software and observational coaching to evaluate via an all-encompassing scorecard and individualized monthly coaching strategies for client and employee improvement through workshops, and managing divisional leaders for employee and client support strategies

Managing and Operating the new Insurance Branch for the City of OshawaResponsible for Managing the New Branch and Training Multiple other Branch Managers across the GTAResponsible for all Branch Employees, Operations, Marketing Strategies, Training, Branch Sales Targets, Growth and Retention TargetsLead the Branch to Launch in 2008 and deliver on 115% to Home Auto and Life Annual Sales Targets in 2009Offered and developed employee expertise in Home Auto Life Health and Travel insurance products

Managed the Corporate Partnership Division Quality Assurance Department Client Sales and Service Experience Corporate Liaison for Quality and Training PC Insurance Contact CentersCreated and Developed Quality Assurance Client Experience Program and scorecard for PC Financial Insurance and Ontario Insurance Services at Aviva CanadaTrained and Coached Offshore Sales and Service Division Internationally for PC Financial Insurance Contact Centre