As the Director of New Agency Development, I lead the nationwide expansion and success of independent insurance agencies across Canada. My role involves driving the geographical footprint strategy, ensuring strategic market entry and growth. I bring a strong background in marketing strategy and performance management, leveraging these skills to enhance business development, market share, and overall profitability. My expertise spans property and casualty insurance, life insurance, and digital marketing, where I implement data-driven strategies to align with organizational goals and exceed performance targets. With a proven track record in leadership, agency management, and sales optimization, I am committed to fostering strong partnerships and driving sustainable business success across diverse markets.

Lead 40 independent insurance agencies across Ontario, driving growth and profitability through data-driven strategies and transparent leadership. My approach combined strategic insights with hands-on leadership, ensuring sustained business success.

Develop, coordinate, and implement plans designed to increase existing business and capture new opportunities for the Desjardins Agent Network in Canada. Also responsible for strategic marketing opportunities, recruiting, operational planning, setting objectives, and identifying methods to reach those goals. Responsible for building awareness of organizational growth initiatives related to regional markets and target customer segments, as well as the company’s potential to meet customer needs with our broad set of products and services.

Led unit of senior advisors responsible for:- Strategic Initiatives- Setting business priorities- Project Management- Business Integration- Change Management

Led multiple marketing teams responsible for:- Business Strategy- Marketing Analytics- Product Management- Digital Transformation- Channel Engagement

Responsible for overseeing two teams responsible for product line sales and marketing material-Sales agent engagement of strategic sales and marketing initiatives-Digital marketing and online sales/service-Customer Care Centre alignment-Toll-free number and telephony infrastructureLead multiple project teams responsible for solutions related to:-Call centre scope and service-One to one marketing-Legislative impact to business units-Sales tool development-Telematics-Marketing and sales education/processesAccountable for developing and maintaining performance metrics related to:-Sales performance and leading indicators of multiple channels-Monthly tracking of calls, issuance quality, and customer service expectations for multiple business unitsWeb analytics – results include a 90% improvement in web performance and opportunities for individual sales agents over the past 4 years

The assistant marketing manager role is responsible for managing a marketing team responsible for:•Sales Representative Marketing Tactics•Web site traffic growth•Online advertising•Customer Relationship Management (CRM)•Social Media Marketing•Channel Development

The Customer Access & On-Line Liaison role is responsible for ensuring customer service is channel agnostic; while aligning company goals with digital strategy.Daily responsibilities included:• Canadian coordinator for Customer Access (After Hours call centre, On-line quoting, sales agent websites, online insurance technologies) • Marketing support for consumer facing technology initiatives (e-mail marketing, internet leads, Google key word search) • Serve as a liaison with sales agents on training and metrics related to the assigned initiatives• Coordinating content for Statefarm.ca through coordination of multiple stakeholders on the roll out of website enhancements• Launching and managing new consumer facing social networking technology (iPhone, Facebook, Twitter) and supporting sales agents in their use

Personal Lines Field Underwriter & Trainer - Responsibilities Include:• Inspection & re-inspection of risks• Identifying adverse trends• Ensuring underwriting guidelines match current trends• Training & development of new/experienced underwriters, and sales agents

Personal Lines Fire Underwriter - Responsibilities include:• Supporting underwriting practices for Zone operations by formulating policies for the underwriting process• Evaluating compliance with established polices• Assisting Zone operations in specialty areas such as loss control, natural hazards, and premium auditing• Providing education and training resources for new/existing employees as well as sales agents• Working with IT/Systems to develop underwriting systems and programs

Responsible for acquiring talented individuals for various information technology companies.