Strategic and results-driven executive with a proven track record in the insurance industry, specializing in portfolio management, branch strategy, and business optimization. As the Vice President and Branch Strategy, I am committed to driving growth, profitability, and operational excellence. My leadership style fosters collaboration, innovation, and a customer-centric approach.Experience:Vice President of Insurance and Branch Strategy | Brown & BrownLead the formulation and execution of comprehensive strategies for the insurance portfolio and branch network.Drive growth and profitability of the insurance portfolio through innovative product development and market expansion initiatives.Optimize the branch network by implementing strategic initiatives, market analysis, and technology-driven solutions.Collaborate with cross-functional teams to ensure alignment with overall company objectives and regulatory compliance.Oversee risk management strategies to safeguard the financial health of insurance operations and branch network.Skills:Insurance Portfolio ManagementBranch Network OptimizationStrategic Planning and ExecutionRisk ManagementMarket Analysis and ExpansionLeadership and Team DevelopmentFinancial AnalysisRegulatory Compliance

As the Director, Sales & Business Development, I am accountable for the achievement of annual growth/revenue targets, and responsible for maximizing profitability of all lines of business within CUMIS. I am accountable for leading a consistent execution of our end to end sale and performance process at multiple entry points within Credit Union senior leadership and executive teams. As Director, I lead the Sales & Business Development team through negotiations between Credit Unions and CUMIS, and I am accountable for comprehensive Credit Union business plan development and contractual details in accordance with CUMIS’ client strategy.As the Director, Sales & Business Development, I am accountable to drive Credit Union engagement to achieve profitable growth while ensuring the protection of the organization, as well as considering the diverse needs of clients and stakeholders. This is achieved through strong leadership and market insights into Strategic Initiatives that move our business forward.

As the Strategic Relationship Manager (SRM) for Eastern Canada, I was accountable for sales results for all CUMIS products and services within assigned strategic credit unions. My responsibility encompassed the consultative selling process by building and leading the relationship at multiple entry points within senior levels of Credit Union executive teams. As the SRM, I lead negotiations between Credit Unions and CUMIS, and was accountable for all contractual details and ensuring fulfillment of business plans between CUMIS and CU teams.In my role as SRM, I utilized my strong knowledge of the entire capability within The Co-operators group of companies and those of partner organizations. With a strategic mindset, I developed annual business plans, and conduct quarterly reviews, in consultation with Credit Unions. To aid the planning process, I applied superior business acumen specific to Credit Union financial and operations management, and extensive knowledge of the insurance industry. A collaborative approach was taken with both internal and external partners, and I understood their decision-making parameters and had the authority to make commitments on behalf of the organization.As a confident and agile thinker, I delivered results that were solution-orientated for Credit Unions. In doing so, I was able to gain and retain Credit Union commitment to the action plans before transitioning to my delivery teams within both organizations. Given a rapid pace of change within strategic accounts’ business models, the role required me to adopt a continuous learning philosophy that improved my skills and ensured high performance.

As an exclusive Financial Advisor/Owner of Julia White & Associates Inc. - The Co-operators, I was an entrepreneurial-minded leader and a high achieving business builder who managed my own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of The Co-operators, I was able to build strong, visible ties to the community and cultivated long-term relationships with my clients. Through use of our exclusive technology, tools and processes, I was able to help my clients assess, define and implement solutions to meet their financial security needs.To be successful in this role I needed to remain focused and optimistic in the pursuit of the goal, despite any barriers. I successfully built plans that were focused on expanding market penetration and then applied an innovative mindset to improve operational efficiencies, with a client centric lens.     Strong communication skills were necessary to influence a specific course of action and effectively facilitate mutually beneficial solutions.   The ability to facilitate the adoption of change and create a high-performance culture through alignment of my team’s work with organizational goals was critical to my success.   I was responsible for: Prospecting to new clients and openly discuss risk management, financial goals and complete reviews with clients, empowering them to make informed decisions.Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.Recruiting and selecting talent, coaching and mentoring employees, and managing my team’s performance to facilitate their development and achieve agency goals.

Selected Accomplishments: Responsible for Providing project management leadership and guidance to the Finance and Business Project teams to achieve implementation of operational readiness for January 2003. Principal Leader for Risk Management, and Compliance of the GRS Integration with responsibility for the risk profiles, review assessments, reporting, escalation and communication to senior management. Responsible for the ongoing Integration reporting, synergy tracking, integration expenses and budget process for the IMO (Integration Management Office) and GRS (Group Retirement Services) management, with a total budget of $13 million. All deliverables were met with the final cost savings and FTE requirements of the project meeting initial assumptions.Developed and implemented the financial data migration process to allow for the movement of records from the Clarica systems platform to Sun Life. Accomplishment of a 100% accuracy rate for $10.4 billion of assets, and 100% complete.

Selected Accomplishments:Lead a team responsible for GRS Taxation, Reconciliation, Reporting and Analysis, Expense Management, Projects, Financial Training and Consulting; in a multi-site environment.Project Leader for the PGS (Pension Group Savings) Reconciliation Project, a 1Q2002 priority, which successfully implemented a new accounting model and business process on time, within budget and scope of the project deliverables.Responsible for achieving the first Section 5900 for Pension Group Savings

Selected Accomplishments: Lead a diverse team responsible for risk analysis, controls and process relating to Group Insurance Premiums and Receipts, Health Care Spending Accounts Receivable, Out of Country claims, Third Party Providers, Fee for Service Accounts Receivable, and the annual financial audit and year-end taxation for Group Insurance clients. Financial Consultant for the PMO, Group Insurance Re-organization Project and the Metropolitan Life integration

Selected Accomplishments: Partnered with the Business Systems Group to sell, install and train clients on accounting software systems Provided consulting services to clients for tax, payroll, and accounting inquiries Educator for core competency accounting and technical training for new staff members

Selected Accomplishments: Managed all forward contracts, accounting month-end processes, consolidations and analysis of general ledger accounts and project budgets.