Since 1985, Trigon Insurance has provided homeowners, car owners, and business owners with Insurance that makes sense.At Trigon, we take the time to get to know you personally and carefully explain all the options in a language that’s easy to understand. We shop our insurance provider network to negotiate the ideal coverage at the best possible rate.With offices conveniently located in Ottawa South, Ottawa West, Stittsville, and Kemptville, our brokers are willing to meet with you on your terms. We have all of the Ontario region’s insurance needs covered.

Built a new business pipeline with focus through networking and research. Liaised with the underwriting community to provide meaningful results for clients.Executed strategy to align with client needs to build a meaningful relationship, while documenting our file for appropriate follow-up and follow through. Worked in partnership with clients to determine placement strategy, streamline data collection and conduct strategic market negotiation. Engaged and dedicated to keeping current on insurance market trends, products, pricing, developments, and opportunities. Both the client executive and lead broker for complex placements using my effective interpersonal, negotiation, and communication skills. Appointed speaker on the panel for RFP presentations that resulted in winning new accounts. My schedule included regular market discussions with a multitude of domestic and international insurers, managing general agents/underwriters, and brokers. Collaborated with and supported partner “sub” brokers in technical assistance.Managed all marketing functions between client, internal support team and underwriters to support both short and long-term strategic goals. Responsible for the insurer deliverables and enforcement of critical timelines. Coordinated the delivery of services and anticipated upcoming needs and proactively introduced other resources. Successfully launched the Cannabis sector at EQUA as client executive leader and broker: Actively participated in the marketing, negotiation, identification and recommendation of various insurance programs/products. Provided specialized consulting services throughout the organization on insurance and risk assessment issues with recommended solutions. Managed the claims settlement process involving bodily injuring, property damage and financial injury. Collected information, developed insurance submissions, & analyzed underwriting data, insurer terms and insurance policy wordings/endorsements/exclusions/warranties.

Managed all aspects of a dynamic commercial book of business; servicing, selling, marketing, advising, claims management. Held delegated underwriting authority for Lloyds Coverholder program (CGL/E&O). Led our commercial lines team of 15 to ensure efficient and effective work processes, driving projects forward while meeting important deadlines, and provide continuous customer driven excellence. Directed resources within budgeted allocation and ensure adherence to corporate policies and standards.Created and supported training plans to ensure a strong underwriting foundation across our broker team. Key player on Broker Management System Transition Team and created commercial lines workflow processes for that conversion from TAM (Applied System’s Traditional Broker Management System) to EPIC (Cloud Based Broker Management System).Coordinated work from home roll out for commercial lines staff in March 2020.

Underwriting authority with domestic and international markets for Property, Equipment Breakdown & Casualty and Management/Cyber Liability.Service of new and existing commercial clients and prospects.Keep detailed records of client correspondence. Reviewed renewal applications and for the team to process renewal documentation. Built and cultivated relationships with commercial clients, producers, and underwriters. Requested and tracked policy changes and renewal status. Marketed and serviced commercial package policies for Programs for Non-Profit Associations and Private Enterprises

I was responsible for managing new business production, renewal review, claims management and key relationships with Curling Clubs directly and insurance brokers across Canada. I managed needs of national & provincial curling associations in arranging commercial insurance packages along with event insurance for provincial and national curling competitions (i.e. Brier & Scotties). Liaise between Travelers' marketing team and curling clubs for annual advertising sponsorship program. I was also project manager for several large& complex commercial insurance portfolio acquisitions. I served as internal quality review process auditor for commercial department audits at branch offices within our region (Eastern Ontario) to provide comment on adherence to procedures and scope of coverage adequacy.

I was responsible for developing, strengthening, and maintaining broker relationships, promotingJEVCO’s products and services through regular office visits to the Company’s Broker partners, and addressing and facilitating the resolution of complex service issues that may act as a barrier to doing business with the Company. Developed sales targets with the Brokers, along with action plans to ensure that targets are achieved. Reviewed Broker profitability on an on-going basis and addressed poor performance and/or profitability as required. I was an advocate for the Brokers in their dealings with other business units within the Company. I represented the Company at various industry functions. Prepared and regularly updated Broker Call Records for each Broker visit. I kept informed of industry changes and developments and reports regularly on same to management. Developed and maintained an awareness of competitor’s products, services, and initiatives and be able to use this information in order to leverage the competitive advantages available through the Company. Developed and delivered presentations, seminars, and training Independently facilitated the resolution of complex, multidisciplinary issues (claims, underwriting, etc.) by liaising with appropriate managers. Researched and recommended solutions for problems. I retained in-depth knowledge of the Company’s products,policies and procedures. Developed and delivered presentations, seminars, and training.

Day-to-day servicing and marketing of technology based commercial insurance accounts formultinational private and publicly traded corporations. I determined which markets to be approached for insurance terms for assigned accounts. I analyzed quotations and declinations from various insurers. I prepared high quality and accurate proposals for presentation. I worked cooperatively in team environment alongside Account Executives, Account Assistants and Technical Assistants. I provided customized insurance solutions to technology, life sciences, and venture capital industries by way of identification of innovative sources of coverage and thorough negotiation with insurers. I belonged to TechAssure, a multi-national broker community to facilitate placement of coverage across the globe. I supplied continuous guidance and advice on coverage requirements and availability of solutions. Assisted in exposure identification, analysis, coverage design, contract review, preparation of submission to insurer, rate negotiation and confirmed with client their complete satisfaction of proposed insurance program.

I was responsible for motivating & educating a team of personal lines account managers (8 front line customer service representatives) and 3 support staff. I was the point person for problem solving in market difficulty. Managed all related aspects of personal lines property and casualty section insurance needs for VIP section of clientele (developing new business, customer service, product counselling, renewal underwriting, accounting, and computer processing). Provided in-house R.I.B.O. (Registered Insurance Brokers of Ontario) accredited mandatory continuing education hours for training on various personal lines topics for internal staff. I was the project coordinator on several successful portfolio transfers (including 2000 policies on one day with the loss of Markham General Ins. Co.). Chaired weekly customer service meeting with the personal lines team and provided positive alternatives in dealing with our stressful environment. I communicated insurance companies’ news to personal lines staff and also provided feedback from our department to their point people. I relayed in-house issues and accomplishments in our department to management. I complied with National Privacy Principals.