Jacqueline Sargeant Email & Phone Number

Hamilton, ON, CA

Ontario, Canada

In this role I manage all human resources activities including performance management, setting performance objectives, rewards/recognition, training, development and career planning. I coach Advisor Trainees in becoming proficient in all characteristics of HR Management as well as manage the operations of District run sales/service offices during agency.

Guelph

Working with project sponsors and key stakeholders I define projects and develop project initiation documents which includes establishing the vision, objectives, high level scope, approach, and project priorities. I lead project stakeholders and key team members through project planning activities, including developing a detailed project schedule, target.

South Central Ontario

Dual Role responsible for developing and implementing the strategic business plans for Retail, Membership, Retail Travel and Travel Insurance across a designated territory in Ontario as well as leading the Home and Auto Insurance team of Supervisors and Agents across all of South Central Ontario. I was responsible for the implementation of Customer.

Waterloo, Ontario

Guelph

Provided Leadership for Subject Matter Experts and facilitated Business Requirements discussions. Responsible for the definition, documentation and the execution of business requirements for the implementation of Guidewire PolicyCenter for Personal Lines Auto and Commercial. Worked closely with business systems analysts to ensure their work conformed to.

Hamilton/Niagara

Provided leadership and direction to District Staff and engaged them in a supportive work environment while ensuring the successful execution of district goals and targets. Proven change leader in the district. Responsible for the supervision and HR management activities of 35 District staff including sales staff, working in company offices (Agencies).

Toronto And Niagara Area

Provided consultation, advice, leadership, training and support to the region and district management teams on the integration and business application of client focused strategies as defined through the organizations CRM initiative. This included development and hands on implementation of workflows and best practices to improve the Client Experience and.

Guelph

Provided day-to-day business process, application support and participated in development initiatives for Client Information File (CIF), Client System, Customer System, and Enterprise Contact Management (ECM). Enhanced support procedures and work-flows for CIF, Client, Customer, and ECM applications. Provided requirements for enhancements to CIF, Client.

Guelph

Responsible for underwriting Echelon insurance risks. Ensured policies were rated correctly and complied with risk selection rules and guidelines. Responded directly to inquiries from internal and external clients. Exercised sound underwriting judgment.

Guelph

Responsible for underwriting CGIC risks. Ensured policies were rated correctly and complied with risk selection rules and guidelines. Responded directly to inquiries from internal and external clients. Exercised sound underwriting judgment.

Brantford

Responsible for the investigation, negotiation and settlement of Personal Lines claims in a face to face and telephone environment.

Responsible for the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance)

Hamilton

Conducted property inspections within established guidelines and followed inspection standards. Provided reports to aid in risk selection and establishment of the right rate for the risk.

Business, Insurance

Lean Six Sigma White Belt

Workplace Mental Health Leadership Program

Education record