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| Profile |
Outstanding insurance
professional
-- expert in both property and casualty insurance. Thrives in a fast-paced, results-driven environment. Seeks out challenges, often identifying innovative solutions to meet customer and company needs and provide competitive advantage. Epitomizes a clear and unwavering belief in our industry's role as a provider of service and protection to customers. Award-winning instructor with excellent instructional design and instruction/facilitation skills and repeated success creating environments conducive to continuous improvement |
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Professional History 2009 to present |
Monica Cain CIP Training, Creation & Consulting Award Winning Instructor of the CIP program and many other industry related programs and seminars Core member of the team launching Seneca's Property & Casualty Insurance Program, Spring 2009 (http://www.senecac.on.ca/school/cfs/pci/) Instructing Insurance Sales & Service courses in Seneca's Property & Casualty Insurance Program Instructs numerous CIP courses including: Principles and Practice of Insurance, PropertyPart 1, Automobile Part 1, Fraud Prevention and Awareness, and Insurance Against Liability. |
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| Professional History Nov. 2002 to Mar. 2009 CAA Insurance Company |
Manager Product Underwriting
reporting to the Director of Underwriting and Actuarial Services. Authored front line and underwriting training sessions, including both design and presentation, which earned a participant rating of excellent ( 90%+) Provided expert advice to all underwriting, sales, service and claims associates. Appointed Ombudsman Liaison to FSCO, successfully resolved customer complaint issues. Reviewed and implemented new property policy language to streamline and improve both coverage and readability. Appointed project manager on numerous, successful projects. Created and implemented an electronic method to capture underwriting decisions and exceptions. This allowed for ongoing analysis that resulted in more relevant products and underwriting programs. This was also an excellent source of information for current and future training needs. Introduced and managed a new, electronic format for completing audits which enabled better information capture, analysis and ongoing education of sales, service and underwriting associates. Led Underwriting in numerous rate and rule changes for automobile in Ontario, Nova Scotia, New Brunswick and Prince Edward Island. Created and implemented an upgraded property underwriting and rating programs. Updated, and created online as well as print versions of, all Automobile and Property manuals. Designed, implemented and maintained the online Bulletin process which allowed for better and more relevant communication to all areas of the company. Represented CAA as member of an industry information sharing group and collected and used much of the information in our product creation and revision. |
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| Professional History 1997 to 2002 - CGU Group Canada (Aviva) |
Senior Underwriting
Consultant reporting to the Manager National Personal Lines Researched, analyzed and created new personal lines property products for the combined CGU Companies and continued to review the products for updates as required. Created a management and data reporting system for the collection and reporting of Ombudsman information, streamlining and increasing the efficiencies and quality of information for communications, resolution and reporting. Created management and data reporting tools for underwriting audits saving time and creating better feedback to managers and associates with a finite scoring system. Conducted initial and ongoing research on rules to file under Section 238 for Ontario. This was instrumental in the assurance that risk selection was appropriate to the corporate goals. Member of the core team involved in the integration of three companies throughout a major merger. Created and presented highly regarded and successful Personal Umbrella Seminars to Brokers in Ontario and at the IBAM Conference. These presentations showed brokers a new revenue stream and resulted in significantly increased sales of umbrella policies after each presentation. |
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| Professional History Mar. 1986 - Dec. 1996 |
Prudential of America
General Insurance Co., Hanley Insurance Brokers, Canadian Surety
Co., Laurentian Casualty Co. of Canada Designed, organized and managed the communication and presentation of training for Bill 59, Personal Lines Broker Sales and Technical Skills and Teaching Techniques across Ontario. Evaluations and follow up reviews confirmed there were specific and measurable performance improvements. Investigated and adjusted Bodily Injury claims as a Field Adjuster. Upgraded training on products and customer service for brokers within the Brokerage while using excellent product knowledge, communication skills and understanding of the insurance consumer to increase personal lines product sales. |
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| Structured Learning |
Chartered Insurance Professional
since 1982 Dorman Product Management Certificate. Project Management Certificate (Schulich School of Business, York University) MS Project Intermediate Certificate Information Mapping Documentation Design Certificate Facilitating for Results Certificate I.A.O. Courses. R.I.B.O. License, (91%) |
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| Awards & Achievements |
Instructor of the Year,
Insurance Institute (2000) Award of Merit, Insurance Institute (2002) Chaired a highly successful committee which commissioned three new Applied Professional Insurance Institute texts. These texts are now part of the core curriculum for the Chartered Insurance Professional Certificate (2002/2003) |
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