
Timeline
About me
General Insurance Consultant | Producer | @InsuranceKerry
Education

Six sigma
-Learning green belt on my way to black belt six sigma certification
Council on licensure, enforcement & regulation
2012 - 2012National certified investigator/inspector regulators
Insurance brokers association of bc
1988 - 1990Caib
University of manitoba
-B.comm (h) marketing & personnel
Simon fraser university
2008 - 2009Dapm - diploma in applied project management
Insurance institute of canada
1996 - 2002Cip insurance
Experience

Other
Jun 1987 - Jan 2002Insurance broker/managerVarious small and large agencies, from family run to corporate organizations, as licensed insurance broker, from new licensee to nominee, in property and casualty insurance, representing various insurance companies. As manager, developing and delivering courses, training staff and writing operational manuals, in addition to coordinating schedules, budgets, managing, marketing and adherence to company, insurer and regulatory requirements.

Allied insurance agencies
Mar 2002 - Apr 2005General sales managerAdvanced General Insurance knowledge of agents in several agencies in the group. Increased profitability with up-selling and cross-selling activities and reduced claims ratios with better agency underwriting.

Coronation insurance agencies
Jan 2005 - Feb 2011Marine managerportfolio of yacht insurance several companies representedtrade show representativegeneral insurance senior agent

Insurance council of british columbia
Feb 2011 - May 2016InspectorInspections - I visited and reviewed regulatory issues with life or general insurance agencies, independent adjusters and others licensed to do business in BC. The in-office review helped bring forth issues that hopefully will prevent misconduct, furthering the high professional standards of insurance agencies in BC. When action was required, I wrote and prepared the case for regulatory review. Contributed to several Council changes to licensing.

Firstonsite restoration
Aug 2016 - Dec 2017Business development managerAs Business development, I increased penetration and usage of the insurance agency segment, organized golf sponsorships, developed and delivered training sessions, and other misc marketing programs to targeted audiences. Trained and mentored younger staff, supported national programs, and worked on social media marketing.

Johnston meier insurance agencies group
Mar 2018 - Mar 2019Insurance branch manager
Step up consulting
May 2019 - nowInsurance agency consultant/trainerHelping BC Insurance Agencies with today's struggles of running an independent, franchise, or multi branch insurance office. Owners will have the opportunity for a quick business check, special projects like marketing, staffing and training; or ongoing coaching and mentoring. Rollover and BMS specialist. Individuals will get coaching and mentorship from an insurance industry veteran, such as career coaching and resume branding. With 300 hours of insurance presentations to various groups, Kerry is an engaging speaker on insurance topics. Classroom, Boardroom or Zoom, Kerry puts together custom courses to present. Contact me for a free 30 minute consultation. With Experience with BC Insurance Regulators, I have helped several agencies navigate Regulatory challenges to their Brokerage. What keeps you up at night. Let me help. Show less

Ap insurance services ltd.
Apr 2020 - Sept 2020Office manager
Nexus insurance brokers ltd.
Dec 2020 - nowLicensed sales producerCommercial and Residential Insurance for your property &/or liability. Call me for better rates, better coverage and better service.

Westland insurance group ltd.
Oct 2023 - Mar 2024Contract agentRollover Transition
Licenses & Certifications
- View certificate

Chartered insurance professional (cip) designation
Insurance institute of canadaNov 2000
Volunteer Experience
Business Mentor & Business Case Judge
Issued by Beedie School of Business at Simon Fraser University
Associated with Kerry Diehl CIP CAIBAmbassador & Instructor
Issued by Insurance Institute of BC on Jan 2009
Associated with Kerry Diehl CIP CAIBBoard Member- Currently Most Loyal Gander
Issued by Honourable Order of the Blue Goose International on Feb 2017
Associated with Kerry Diehl CIP CAIB
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