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Work Background
THE HOLT XCHANGEAdvisor & Investor
Mar. 2021Fintech Global Accelerator
Insurtech CanadaFounder
Jan. 2021Greater Toronto Area, CanadaWe help founders get discovered, funded & launched! We do this through our 3 pillars, Community, Customers and Capital. Insurtech Canada is a community that exists for a simple mission: "To advance the cause for insurance innovation and evolution in Canada." Too many Insurtech start-ups are told they are too early, too ahead of the curve or too advanced for the Canadian market. Insurtech Canada's purpose is to act as a "Think Tank", an incubator and a forum that encourages and elevates innovation within insurance.
X-Matik IncAdvisor
Jun. 2020 - Mar. 2022Foresight AnalyticsAUTOMATION IS THE MISSION:
X-Matik is a company built on the idea that automation, when democratized, is freedom for all.
Our love of technology and our commitment to hard work has brought us together towards a single goal: Developing automation technologies that will change the world.
Foresight AnalyticsChief Insurance Officer
Jun. 2020 - Mar. 2022Toronto, Ontario, CanadaOur Mission: Safer Roads! We are building the most advanced auto insurance analytics tool on the market “Intelligent Connected Auto Insurance”. Commercial auto insurance is in need of innovation that can help price risk better and reduce claims. Combining video data from connected ai dash cams with machine learning & self driving technology; we provide an accurate measurement of risk while coaching drivers to reduce accidents and claims. Together with our insurance partners, we will save billions of dollars & create safer roads.
The Commonwell Mutual Insurance GroupOptimization Consultant: SAIL Consulting Group Inc.
May. 2019 - Dec. 2020SAIL Consulting Group Inc.SAIL Consulting Group Inc. advised all lines of business including Underwriting, Claims, Farm, Commercial, Home & Auto. Building a Continuous Improvement Program & Culture utilizing Lean Six Sigma methodology.
CrashBayFounder & CEO
Feb. 2019We connect carriers and qualified shops through our Digital Car Repair Marketplace! Book the shop you want, when you want with our community of trusted repair shops.
SAIL VenturesFounder & Principal
Jan. 2019Specializing in: Go to Market Strategy, fundraising, advisory services & business development.
Driven Brands, Inc.Vice President Sales - CARSTAR Canada
Jan. 2015 - Dec. 2019Direct Reports: 7, Indirect: 36Executive member of the North America senior leadership team with responsibility for budgets exceeding $500MM with major insurers, fleets & commercial accounts. As executive member and lead on all RFP/RFI/RFQs and the execution of all national contract sales, I created long-term strategic plans with accountability to private equity owner targets while exceeding expectations through value-creation and integration with commercial clients. Under my leadership, I provided a matrix structure optimizing performance and increasing market share for my national sales directors, regional directors, managers, and the North American Contact Centre . Additionally, I've established career development plans to achieve an employee retention rate of 82% over three years. My contributions are as follows: • Partnered with the leadership and team to deliver four times brand EBITDA versus the underwriting model through top-line sales, net unit growth, procurement synergies, and discretionary spend. • Drove the $505MM budget achieving 18% year-over-year growth in 2018 and overall sales growth of over $200MM, a 67% growth within a three-year mature market period. • Negotiated competitive contract terms and pricing models with Canada’s largest insurers to drive profits; implemented a proactive sales cycle process and client segmentation framework for added success.
• Launched the company’s first North American in-house advisor with a Top 10 Insurer with a full management system and telephony integration; oversee seven direct and 36 indirect reports. • Exceeded >$500M in the 2018 sales year to deliver the strongest in the history of the brand. -Acted as Vice President Franchise Development CARSTAR Canada (10 mons.)
Part of Driven Brands, Inc. a Roark Capital Company
- Launched three co-branded repair centres with one of Canada’s largest insurers, and designed structured career development plans for the promotion of key leaders.
RBC InsuranceDirector
Mar. 2002 - Sep. 2015Regional Director Sales / LSS Black Belt / National Manager Vendor & OperationsField Sales: (Direct Reports 12)
Sales and Distribution owner for two insurance branches in Oakville generating more than $3MM in annual sales. Led 12 licensed sales advisors for home, auto, life, health, and travel insurance to achieve 13% in annual sales growth. Mentored, communicated, provided direct support, and coached to enhance the effectiveness of the sales advisors. My personal achievements included my success in growing two retail sales branches in a mature market and a promotion to Regional Sales Leader. Lean Six Sigma: (Accountable to 3 VP's & Head of Process Excellence)
Improved Service and Operations productivity, reduced costs, and generated $200K in SG&A savings.
Accountable to three Vice-Presidents with direct report to the Head of Process Excellence, I led a multi-division project with significant influence on 70 managers and more than 1K full-time employees. I further added to the success of the organization by organizing and supplying a performance coaching model, balanced scorecard workshops, and spearheaded the streamlining of metrics framework to drive cost savings by implementing time management for managers. My personal achievement was the production of $100K in annual savings with no support from a dedicated project team. National Operations & Vendor Management: (Direct Reports 17)
Provided national leadership for vendor procurement programs, the field appraisal unit, quality audits, and dispatch. Accountable for 17 direct reports in the Home and Auto Claims Division. Acted as Lean Practitioner leading the field team through numerous LSS engagements including Virtual Appraisals and Road Advisor projects to accomplish $112K and $300K respectively in annualized savings.
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