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Work Background
Oracle RMS Insurance Risk Management Services Inc.Director
Feb. 2024 - May. 2025Managed a book of business with a focus on group programs, specializing in group personal lines and group commercial programs. Accountable for business aspects, including: business development, marketing, and sales. Relationship building Claims handling Knowledge of insurance systems and programs such as Applied Epic, CQ, Wagepoint, Brokerlift, Stripe, and SIG. Conducted business planning sessions with key business departments. Developed marketing strategies for each aspect of the business.
R.G.I. Brokers Inc.Director
Jan. 2020 - Feb. 2024We are building and growing our business by developing customized group insurance programs that are unique to the wants and needs of the group members. At RGI, we go beyond “off the shelf” group plans by focusing on the coverages that your group members truly want and need.
Roughley Insurance Brokers LtdDirector Of Group Sales
Mar. 2018 - Jan. 2020
The CG&B Group Inc.Assistant Vice President Business Development
Mar. 2014 - Mar. 2018120 South Town Centre Blvd., Markham, Ontario L6G 1C3Drive new business growth and maintain effective key relationships within the Personal and Commercial Insurance New Business Production department. Collaborate with our Corporate Partnerships to ensure healthy and effective relationships.
Rai Grant Insurance BrokersGroup Sales Coordinator
Apr. 2013 - Mar. 2014
Martin Merry & Reid LimitedGroup Manager
Sep. 2006 - Jan. 2013
KanetixBusiness Analyst
Jun. 2006 - Sep. 2006
RBC InsuranceProduct Coordinator
May. 2004 - Jun. 2006
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