Lackner McLennan Insurance Ltd. is
a long-standing member of the Kitchener-Waterloo business community.
For more than 65 years, Lackner McLennan has been known as an outstanding
Kitchener-Waterloo insurance brokerage. The business is operated by five
partners and a staff of dedicated insurance specialists and support
personnel.
Lackner McLennan offers a comprehensive range of insurance
coverages, the highest quality insurance carriers and a responsive,
efficient internal Customer Care Centre. We are Commercial Insurance Specialists and experts at developing comprehensive insurance programs for industries such as Manufacturing, Contracting and Property Management. We also provide specially designed programs tailored to the requirements of specialized industries such as Massage
Therapy, Well Drilling, Funeral Services and Bowling Centres.
Our wealth of experience in the Personal Insurance arena compliments our commercial offerings.
| Click on the name to view more detailed contact information below. |
Corporate
Account Executives
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Account Managers
| Account Managers
Administration Staff
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|  Stephen Bleizeffer
Partner
CAREER EXPERIENCE
I started in the insurance industry in 1987 as a Producer working for two local brokerages before accepting a position with Lackner McLennan in 1991. In 2004, I was pleased to become a partner and shareholder.
As a published insurance broker and risk manager, having written numerous articles for trade and industry publications, my focus is specializing in insurance programs for commercial lines. I believe that managing relationships and establishing communication with clients that goes beyond a working rapport is of the utmost importance. This has developed into a very enjoyable and rewarding part of my work - meeting with and discussing insurance and general life aspects with both current clients and potential new clients and I highly appreciate these opportunities.
In my spare time, I am an avid car collector hobbyist and regularly attend events. During the winter months I participate competitively in various bowling and billiard events which might be a throwback to a misguided youth.
ACCREDITATIONS
- Member, Optimist Club
- Various Community Boards
- Provincial Sporting Boards
CONTACT INFORMATION
 Cynthia Roth
Partner
CAREER EXPERIENCE
I started my Insurance Career with a Brokerage in Waterloo, which allowed me to become familiar with all operations of a General Insurance office from insurance sales and marketing to accounting and payroll. Three years later I joined a larger broker in Kitchener as a Personal Lines production Broker. I advanced through to the position of Personal Lines supervisor and onto Commercial Lines Marketing. I joined Lackner McLennan as Marketing Manager in 1984, this evolved into a more active production role which allowed me to work closer with our clients to analyze and risk manage their exposure and insurance needs.
In 1989 I became a partner in the firm of Lackner McLennan and today I am a senior partner and continue my role as a Commercial Producer.
EDUCATION
- RIBO, Registered Insurance Broker (ONT) since 1977
- CIP, Chartered Insurance Professional, 1979
- CCIB, Canadian Chartered insurance Broker, 1982
ACCREDITATIONS
- Instructor for the Insurance Institute of Ontario, at Conestoga College
- Board of Director and Past President of Westmount Golf & Country Club
- Director on St. Mary’s Hospital Foundation Board
- Past Director Kitchener Wilmot Hydro
- Committee Member local Volunteer Group for Women’s Health
- Past Kiwanis Club Member
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 309
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: croth@lmicanada.com
 David Stark
CEO
CAREER EXPERIENCE
I started in the insurance business in 1988, working for my father’s insurance brokerage. In 1989, I accepted a position in sales with Lackner McLennan. I became a Partner in 1995 and Managing Partner in 2004.
Along with my management duties, I specialize in Groups and Professional Liability, striving to provide optimum service and programs for my clients.
I have as a crucial goal building a good team and empowering people to help them reach their own goals. As a creative individual, I continuously seek opportunities to strengthen and develop the company for the benefit of both clients and staff.
Involvement in the community is very important to me and throughout the years I have contributed a both time and funds for various causes.
ACCREDITATIONS
- Active fundraiser in the community including Chair of Fundraising Committee, Anselma House (raised $2.5 million)
- Volunteer on numerous industry boards and councils
CONTACT INFORMATION
- Direct Line: 519-579-3331
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625 Ext: 312
- Email: dstark@lmicanada.com
 Cameron E.K. Yule
Partner
CAREER EXPERIENCE
Since beginning my General Insurance career in 1981, my efforts have been focused on the development of a commercial clientele empowering them to make wise insurance choices that are unique to their business. This professional relationship has allowed me to provide a full service team to manage not only the commercial insurance but also their personal insurance needs. I pride myself on my insurance knowledge and continually update this knowledge to deliver the best advice I can to my clients.
EDUCATION
- RIBO, Registered Insurance Broker (ONT) since 1981
- CIP, Chartered Insurance Professional (CIP)
- B.A., University of Waterloo
ACCREDITATIONS
- Board of Directors of The Kitchener Rotary Club
- Chair of Business Advisory Group of The Centre in the Square
- Board Member of Sunnyside Home Foundation
- Building Committee of St. Andrew's Presbyterian Church
- Past Director of KW Oktoberfest
- Past Director of KW Habitation Services
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 307
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: cyule@lmicanada.com
 David Lackner
Account Executive
CAREER EXPERIENCE
My focus, as an Account Executive, is on the commercial side of the Property and Casualty insurance business. Over the years I have developed a very diverse book of clients and I pride myself in being able to find a "home" for almost any type, size and class of business. Customizing an insurance program to meet the unique requirements of my clients is a commitment I make with each and every client. This commitment has resulted in many very satisfied long term customers.
I began my General Insurance career with Lackner McLennan Insurance Ltd in 2001. Prior to joining Lackner McLennan I was a Territory Manager with Kaycan Ltd, Pella Division.
I am a graduate from Mt.Allison University with a Batchelor of Science Degree as well as obtaining my Canadian Accredited Insurance Broker and Canadian Risk Management designations. I pride myself on my business knowledge but also on my insurance expertise and continually update this knowledge so I can deliver the best advice possible to you, my Client.
EDUCATION
- Registered Insurance Brokers of Ontario (RIBO) 2001
- Bachelor of Science (1991)
- Canadian Accredited Insurance Broker (CAIB) 2007
- Canadian Risk Management (2007)
CONTACT INFORMATION
 Joanne LeGal, CIP
Account Executive
CAREER EXPERIENCE
I pride myself as a seasoned professional, continually striving to increase my insurance knowledge so my clients can make informed decisions. My insurance career began in 1985 in Alberta as a Technical Service Representative. A move to Toronto offered a Commercial Account Manager role, allowing me the opportunity to build relationships with underwriters, co-workers and my clients. After taking a 3 ½ year leave to raise my family, I returned back to the Insurance Industry as a Commercial Lines Producer (Account Executive) which I take pride in understanding and assessing my clients business operations, keeping up-to-date with any ongoing changes and conveying that I am here for the duration.
The team-based approach that Lackner McLennan embraces has allowed me to apply my various skills from customer service, documentation, certificates of insurance, invoicing and claims in an efficient manner.
EDUCATION
- Registered Insurance Broker (ONT) 1989
- Chartered Insurance Professional (CIP) 2005
- Certified Risk Management currently enrolled
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 320
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: jlegal@lmicanada.com
 Dean McKillop
Partner
CAREER EXPERIENCE
I have been in the insurance industry for over 27 years in commercial sales. In 2009 I joined Lackner McLennan. My focus continues to be on the commercial side of things. While I deal with diverse types of businesses including contractors, trucking companies and general manufacturing, I have a large portfolio of farm equipment manufacturers.
Having been in the business for many years, I have long-standing clients and enjoy the relationships that have been established over this time.
EDUCATION
- RIBO, Registered Insurance Broker (ONT), 1990
- CAIB, Canadian Accredited Insurance Broker, 1996
- CIP, Chartered Insurance Professional, 2005
ACCREDITATIONS
- Volunteer
-Parkwood Gardens Community Church (various committees/functions)
-Taylor Evans Public School (various committees/functions)
CONTACT INFORMATION
 Tim Pawlowski
Account Executive
CAREER EXPERIENCE
As an Insurance Professional, my focus is to develop and maintain professional relationships with commercial clients providing them with the knowledge to make wise insurance choices and superior service putting my clients interest first.
I started my insurance career in 1981 holding roles in business development and business development management with major insurance brokers. I have always taken pride in my insurance knowledge and am continually updating this knowledge to provide the best advice for my clients.
EDUCATION
- Canadian Chartered Insurance Broker (CCIB)
- Registered Insurance Broker (ONT) since 1984
- Business Graduate from Conestoga College
ACCREDITATIONS
- Proctor for RIBO Insurance Exams
- RIBO Insurance Course Instructor
- Coach of Minor Sports
- Advisor Honey Harbour Cottage Association
CONTACT INFORMATION
 Darrell Salzman
Marketing
CAREER EXPERIENCE
I have been involved in the General Insurance Industry since 1974 in various capacities including underwriting, marketing, and claims for several insurance companies, and for the past 20+ years as an insurance broker in marketing, sales and commercial lines product /program development.. I currently hold the position of Marketing Manager with Lackner McLennan Insurance.
"Coming together is a beginning; keeping together is progress; working together is success" ( Henry Ford)
EDUCATION
- Registered Insurance Brokers of Ontario (RIBO)
- Chartered Insurance Professional (CIP)
- Certified Risk Management (CRM)
ACCREDITATIONS
- Director - Insurance Brokers Association of Waterloo Region
- Proctor, Course Auditor - Insurance Institute of Ontario (CIP)
- Exam Grading - Canadian Accredited Insurance Broker (CAIB)
- Course Instructor - Insurance Institute of Ontario
- Coaching - Kitchener Minor Sports
- Director - Driftwood Park Inc
CONTACT INFORMATION
 Nate Tedesco
Account Executive
CAREER EXPERIENCE
I have been in the insurance industry since 2002. In 2011, I joined the staff at Lackner McLennan. My business experience has been with small business owners, contractors, hospitality, health and nutrition and alternative healthcare practitioners and I now specialize in offering insurance services to these groups.
I am pleased to be part of Lackner McLennan’s dynamic group and look forward to building a future with the company.
I am very family oriented and have a strong passion to help others.
EDUCATION
- RIBO
- BSc, Penn State University
ACCREDITATIONS
- Kitchener-Waterloo Community Foundation, Random Acts of Kindness Day
- Engage Waterloo Graduate
- Kidsability Radiothon
- Oktoberfest Marketing / PR Committee
- Ben Wicks Golf for Literacy
- Past
-Chamber of Commerce, Ambassador
-Toastmasters, President, Club #039
-Jr. Achievement, Instructor
-Tutor / Mentor for disadvantaged youth
CONTACT INFORMATION
Angela Isakov
Technical Service Representative
CAREER EXPERIENCE
Prior to joining Lackner McLennan in 2008, I worked for three years in customer service. I deal with varied groups of commercial insurance providing required paperwork such as certificates and preparing policies for renewal.
I work with a great group of people and appreciate the supportive atmosphere at Lackner McLennan. I am continuously learning and seeking more opportunities to continually upgrade my skills and training with the goal of furthering my career.
EDUCATION
- RIBO, Registered Insurance Broker (ONT) 2009
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 315
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: aisakov@lmicanada.com
Kelly A. Kilbride
Commercial Lines Technical Service Representative (TSR)
CAREER EXPERIENCE
I was fortunate to begin my Insurance Career as a file clerk with a large Insurance Company. This enabled me to work my way through various positions within the Company and ignited the desire to continue in the Insurance field as an Account Manager-specifically in Personal lines. I felt the more experience and knowledge I had, the better I would be able to educate my clients and make sure that all of their Insurance needs were met. After raising my family, I sought the Broker route to continue my Career and eventually the Commercial Lines aspect of the Industry. The challenge of an ever-evolving Society has encouraged me to keep my Education up to date to ensure that I possess the most current information available to my clients.
EDUCATION
- RIBO, Registered Insurance Broker (ONT) (1992)
- CAIB, Canadian Accredited Insurance Broker (2004)
- CIP, Chartered Insurance Professional (2008)
ACCREDITATIONS
- Volunteer
-Cambridge Girls Roadrunner Hockey Association
-Hespeler Minor Hockey Association
-Cambridge Youth Soccer Association
- Member of the Insurance Brokers Association Ontario
CONTACT INFORMATION
Heather Klooster
Account Manager
CAREER EXPERIENCE
I began my insurance career at the company level working for a small farm mutual in the property endorsements department. After working closely with many insurance brokers I was offered the opportunity to move to the General Insurance Industry and began my General Insurance Career 1993.
In 2000, my career shifted to accommodate my family. As an independent contract employee for a local brokerage I was able to expand my knowledge to the Commercial side of our business and continued to work closely with both clients and industry companies.
Since returning to work full time in 2007, my efforts have been focused on providing our clients with exceptional personalized service empowering them to make wise insurance choices that are unique to their business.
EDUCATION
- Registered Insurance Broker (ONT) since 1993
- Business Management Studies Certificate 1991
CONTACT INFORMATION
Marcia Bastias
Account Manager
CAREER EXPERIENCE
I have been in the insurance industry for over 10 years with a main focus on personal lines. Since 2010 I have concentrated on commercial lines so it was a natural fit that I joined Lackner McLennan in 2012.
Customer satisfaction is of extreme importance and I ensure that our clients receive the knowledge that they require in order to assist them in making the best possible insurance decisions.
EDUCATION
- RIBO, Registered Insurance Broker (ONT), 2002
- Working towards CIP, Chartered Insurance Professional
CONTACT INFORMATION
Mary Riberdy
Account Manager
CAREER EXPERIENCE
I began my General Insurance career in 1987, my efforts have been focused on developing my knowledge and expertise in both personal lines and commercial lines as well as marketing and underwriting. My experience has created opportunities to work as a producer, marketing representative, account manager, trainer for new brokers, as well as an underwriter for a Canadian Property and Casualty Insurer. My customers are very important. to me. I offer professional and dependable expertise and service to my clients and colleagues each and every day – with a smile. Team work is an important part of most workplaces and I am pleased to be part of a great team at Lackner McLennan.
EDUCATION
ACCREDITATIONS
- House & Programs Director, Insurance Brokers Association of Waterloo Region
- Board of Directors at Pine Lake Family Campground as Treasurer and Section Director
- Past
-President of Our Lady of Lourdes School Council
-School Association President for Brennan High School
-President St. Joseph’s Parish Council
- Founder, St. Joseph’s Parish Youth Group
CONTACT INFORMATION
Leslie Schweitzer
Account Manager
CAREER EXPERIENCE
Since 2004 I have been in the insurance industry, joining Lackner McLennan in 2009. My focus is on Commercial Lines. Customer service is of utmost importance to me as I believe it is the backbone of any company. I also value the pleasant working atmosphere found at Lackner McLennan and am pleased to be part of the team.
EDUCATION
- RIBO, Registered Insurance Broker (ONT), 2004
- CSIP, Customer Service for the Insurance Professional, 2007
- CAIB, Canadian Accredited Insurance Broker, 2009
ACCREDITATIONS
- Volunteer, Girl Guides of Canada since 1990
CONTACT INFORMATION
Gail Smith
Account Manager, Group Program
CAREER EXPERIENCE
I originally began my General Insurance Career in May 1978, prior to licensing of General Insurance Brokers, by the Province, with McLennan Roelofson which later became Lackner McLennan. I left the company in December 1983 to raise a family. I returned to Lackner McLennan in February of 2000 specifically to work with the Group Program for Massage Therapists. The program has now increased in volume 250% and my position has proved to be both challenging and rewarding. I continue to increase my knowledge base both in the alternative health field, which is ever evolving, and the development of the insurance products which best meet the needs of our clients and potential clients.
EDUCATION
- RIBO, Registered Insurance Broker (ON) 1981
- RIBO, Registered Insurance Broker (ON) 2000
ACCREDITATIONS
- Co-Founder & Co-Chair, Wilmot Township Children’s Playgroup
- Chairperson, Parent Committee, North Wilmot Public School
- Member, Parent Committee Wilmot Senior Public School
- Support Staff Member, Parent Council, Grandview Public School
- Board Member, Twin Centre Minor Hockey Association
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 405
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: gsmith@lmicanada.com
Melissa A. Snyder
Assistant Operations Manager
CAREER EXPERIENCE
I joined Lackner McLennan Insurance Ltd in 2001. My current role is in the Commercial Lines Department as an Account Manager for various Commercial Accounts as well as accepting an additional role as Assistant Operations Manager in January 2008.
My focus as an Account Manager is on Customer Service while my position as Assistant Operations Manager offers me the opportunity to provide training and participate in policy and procedural development Having been granted the Power of Attorney from our Surety markets, I work closely with the Partners and Producers to develop and service Contract Surety Facilities and Accounts. This ultimately results in timely and comprehensive service for our clients in this specialized business requirement.
To date I have completed three Insurance designations: Canadian Accredited Insurance Broker (CAIB) in 2005, Canadian Risk Management (CRM) in 2007 and my Chartered Insurance Professional (CIP) designation in 2011. These courses offer industry specific knowledge that is associated with my position and the types, sizes and classes of accounts that I service on a day-to-day basis. I am committed to continually updating my knowledge to deliver the best service and risk management advice I can to our clients.
EDUCATION
- RIBO, Registered Insurance Broker (ONT) 2002
- CAIB, Canadian Accredited Insurance Broker, Honors Graduate, 2005
- Canadian Risk Manger, (CRM) 2007
- CIP, 2011
ACCREDITATIONS
- President of the Insurance Brokers Association of Waterloo Region
- Board member since November 2008
- Canadian Signassure Users Group, Board of Directors
Current Secretary, Board member since 2009
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 321
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: msnyder@lmicanada.com
Shelli Coulter
Account Manager
CAREER EXPERIENCE
I have been in the insurance industry since 2008. In 2012, as I was looking to further my career, I joined Lackner McLennan.
Prior to becoming a broker, I have always worked in a service industry making the position of Account Manager at Lackner McLennan the next logical step in my career path.
EDUCATION
- CAIB II, Canadian Accredited Insurance Broker, 2012
- CAIB I, Canadian Accredited Insurance Broker, 2011
- RIBO, Registered Insurance Broker (ONT) 2009
ACCREDITATIONS
- Heart & Stroke Foundation, Volunteer
CONTACT INFORMATION
Ashley Demolder
Account Manager
CAREER EXPERIENCE
I started my career in the insurance industry in 2008 and joined Lackner McLennan in 2010 dealing with personal lines in a role of new business sales and support. As of 2013, I moved to the commercial lines department as an Account Manager. I am looking forward to expanding my knowledge base of the insurance world.
Delivering exceptional customer service to our clients and providing insurance choices that best suit individual client needs is crucial and something that I strive for and take pride in.
EDUCATION
- (2012) CAIB, Canadian Accredited Insurance Broker (2012)
- RIBO, Registered Insurance Broker (ONT) 2008
ACCREDITATIONS
- Committee member for the Parkinson's Society of Canada (Cambridge)
CONTACT INFORMATION
Louisa Grigg
Personal Lines Account Manager
CAREER EXPERIENCE
I have been in the insurance industry since 1985 and joined the Lackner McLennan team in 1997. I specialize in all forms of personal insurance and am continually updating my knowledge to better service our clients. I very much enjoy interacting with our clients and always keep their best interests in mind.
The insurance industry has allowed me to realize my career goals and I plan to work in this industry until I retire.
EDUCATION
- RIBO, Registered Insurance Broker (ONT), 1985
ACCREDITATIONS
- Hespeler Skating Club, Board of Directors
- St. Mary’s Choir, Member
- Sponsorship of children through World Vision
- Former school volunteer
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 306
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: lgrigg@lmicanada.com
Paula Sommers
Personal Lines Account Manager
CAREER EXPERIENCE
Since beginning my General Insurance career in 1994, my efforts have been focused on customer service for personal lines clientele, providing wise insurance choices that best suit each individual client’s needs. I pride myself on my insurance knowledge and continually update this knowledge to always do my best for all customers.
EDUCATION
- Registered Insurance Broker (ONT) 1994
ACCREDITATIONS
- Former Big Sister volunteering for 7 years
- Life Donor with Canadian Blood Services continuing to donate blood regularly
CONTACT INFORMATION
Sharon Trask
Personal Lines Account Manager
CAREER EXPERIENCE
After graduating from Conestoga College in 1986, I began my career, working for a large Insurance Company in Guelph. Over the past 24 years, I moved into various roles within the organization. My most recent position was that of a National Call Center Underwriting Coach.
My experience as an Underwriter has helped me to develop my decisions making skills, develop personal lines and commercial product knowledge and most importantly, work with internal and external partners to provide excellent customer service. The solid foundation that I gained through my experience gave me the confidence to "shake things up" and in 2011, I made a personal decision to move over to the Broker side of the business. I am so happy to be part of the Lackner McLennan team.
EDUCATION
- RIBO, Registered Insurance Broker (ONT) 2012
- Chartered Insurance Professional (CIP) 2005
ACCREDITATIONS
- Instructor - Insurance Institute Underwriting Essentials (2010)
- Volunteer, Memorial Cup
- Volunteer, United Way
- Volunteer, Guelph and Wellington Plowing Match
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 313
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: strask@lmicanada.com
Joan Bowden
Account Manager, Group Program
CAREER EXPERIENCE
My career has been a combination of working in human resources as a recruiter for major manufacturers and 16 years of experience within the insurance world. This includes 6 years as an underwriter and 10 years as an account manager in the brokerage industry.
My strength that I bring to the insurance industry is my ability to quickly establish and then effectively manage relationships for maximum benefit to both clients and the company.
In 2011, I joined Lackner McLennan and look forward to an enjoyable and productive continuation of my career.
EDUCATION
- B.A., McMaster University (1977)
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 336
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: jbowden@lmicanada.com
Elaine Beaton
Finance Manager
CAREER EXPERIENCE
I began my career in finance with a Chartered Accountant firm preparing financial statements for a variety of small to mid-sized companies, where I remained for many years. Subsequent to that I worked in the manufacturing and service industries for a number of years. I joined Lackner McLennan in 2010 and look forward to furthering my career in a dynamic and forward-moving atmosphere while continuously updating my knowledge.
In my spare time, when not volunteering, I enjoy spending as much time outdoors as possible engaging in such activities as cycling, camping, hiking or cross-country skiing.
EDUCATION
- CMA, Certified Management Accountant, 1986
ACCREDITATIONS
- Volunteer
-Treasurer for a Charity
CONTACT INFORMATION
- Direct Line: 519-579-3333 Ext: 316
- Fax: 519-579-1151
- Toll Free: 1-800-265-2625
- Email: ebeaton@lmicanada.com
Shirley Kendrick
Administrative Assistant
CAREER EXPERIENCE
I have a broad range of experience within an administrative role in various industries. In 2007, I joined Lackner McLennan where I continue to expand my skills.
I have always enjoyed interacting with the general public and am pleased to be part of the team at Lackner McLennan where customer service is of utmost importance.
EDUCATION
- College equivalent attained in the UK, Business Support
- General accounting in Canada
ACCREDITATIONS
- Volunteer
-Scouts Canada since 1990
-Public grade schools
CONTACT INFORMATION
(Mrs.) Joey Moorehouse
Operations Manager
CAREER EXPERIENCE
Over the past 24 years in the Insurance Industry, I have had the opportunity to experience different roles and responsibilities resulting in my highest respect for all positions in this industry. The self-satisfaction I felt in providing personal lines clients with guidance in making the best insurance decisions was very rewarding and after 10 years in this division with a small amount of commercial interaction, my path took me to the commercial side of insurance exclusively. The challenges that come in this area of insurance are continual and provide an amazing learning experience daily. With the technical knowledge along with people skills, I stepped into the role of a Commercial Service Manager for 6 years taking me to my current position as Operations Manager. Here I work with the Managing Partner, Financial Manager and Assistant Operations Manager in the management decisions of the brokerage. The major responsibility of my role is the participation in hiring, terminating, reviewing, disciplining and resolving conflicts with personnel; develop and maintain procedures and workflows; develop and direct training activities to ensure compliance with RIBO requirements; manage staff vacation, sick leave and appointment scheduling; provide assistance to Account Representatives, Account Executives and Marketing as required while creating an environment for team co-operation and enjoyment.
EDUCATION
- Registered Insurance Broker (ONT) since 1987
- Canadian Accredited Insurance Broker (CAIB) since 2001
ACCREDITATIONS
- Proctor for Pleasure Craft Operating Card
- Mark CAIB exams for CAIB 1, II and III
CONTACT INFORMATION
Elaine Stevens
Technical Service Representative (TSR)
CAREER EXPERIENCE
My experience in the workforce has been primarily in the Customer Service and Sales arena. From working for my parent’s family businesses for years, to working at beauty salons, a car dealership, and at a bridal shop, the opportunity to provide exceptional customer service has been great. I joined Lackner McLennan in 2011 where I am enjoying the opportunity to develop a career in the Insurance Industry.
Working within commercial lines, I liaise directly with clients, producers and account managers for the issuing of certificates and policy renewals.
EDUCATION
- RIBO (2011)
- Conestoga College – General Business
ACCREDITATIONS
- Volunteer
-for missions including in Guatemala and inner city Los Angeles
-Koinonia Christian Fellowship in the Children’s Ministry Department
CONTACT INFORMATION
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