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Marcy McLachlan MBA

Marcy McLachlan MBA

Commercial Lines Underwriting Technical Assistant / Underwriter

Followers of Marcy McLachlan MBA952 followers
location of Marcy McLachlan MBAGreater Winnipeg Metropolitan Area

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  • Timeline

  • About me

    Collaborative Inclusive Leader | Extensive Insurance Industry Experience | Change Champion | Innovative | Results Driven

  • Education

    • Acuity HR Solutions

      2021 - 2021
      Intentional Leadership Program

    • Global Risk Management Institute/University of Manitoba

      2011 - 2012
      Commercial Risk Management - CRM designation Risk Management

    • Concord College, University of Manitoba

      1994 - 1996

    • Athabasca University

      2018 - 2019
      Graduate Diploma in Management Business Administration and Management, General

    • Athabasca University

      2018 - 2021
      Master of Business Administration - MBA Strategy, Analytics, Human Reaources, Finance, Marketing, Operations & Information Technology

  • Experience

    • ING Insurance Bhd

      Jan 1997 - Jan 2001
      Commercial Lines Underwriting Technical Assistant / Underwriter

      Underwrote and processed Commercial Lines & Farm Insurance transactions while establishing and maintaining Broker relations.

    • Canadian Pharmacists Benefits Association

      Jan 2001 - Jan 2005
      Assistant Managing Director (Property & Casualty/Office Manager); Commercial Insurance Broker

      Managed office staff of six underwriters and assistant underwriters providing professional liability (malpractice), commercial lines and personal lines offerings to customers. Accountable for hiring, attending Board of Directors meetings to present property and casualty updates, and representing CPBA at provincial and national conferences and tradeshows.

    • Harbun Insurance Brokers

      Jan 2005 - Jan 2006
      Commercial Insurance Broker

      Acquired up to date industry knowledge to best assist clients with their insurance needs while generating additional business for the brokerages. Maintained strong working relationship with insurance companies and clients.

    • Federated Insurance Company of Canada

      Oct 2006 - Oct 2020

      Provided feedback to executive-level management on the effectiveness of strategies andinitiatives. Successfully coached and mentored five supervisors/managers providing constructive feedback and guidance to enhance their career development resulting in deeper knowledge and understanding which led to promotions to managers/director. Planned, launched, and provided onsite training for the Sales & Underwriting organization (200 employees) on the new policy administration platform, product, and process. Show less

      • Underwriting Director, Western Canada/National Small Business

        Apr 2017 - Oct 2020

      • Manager, Operational Initiatives

        Jan 2016 - Apr 2017

      • Manager, Risk Analyst Training & Auditing, Quality Assurance & Training, Policy Auditor & Trainer

        Jan 2012 - Jan 2016

      • Commercial Risk Analyst - Commercial Underwriter

        Oct 2006 - Dec 2011

    • SISIP Financial

      Sept 2021 - Aug 2022
      Independent Professional: Communication/Change Consultant

      Accountable for assessing, designing, and delivering communications and engagement solutions, working as a key part of project teams to support change programmes, strategic initiatives, and clear communication of the organization's strategic direction.

    • Aviva Canada

      Aug 2022 - Sept 2022
      Broker Relationship Manager - Broker Distribution MB/SK

    • The University of Winnipeg

      Sept 2022 - now
      Educator

      As an instructor of professional students who are expanding on their education, I bring Leadership Development to life with real examples and experiences to the classroom. I believe in creating an environment where we all learn from each other – myself included – through interactive activities and thought-provoking conversations that inspire vulnerability and creativity – allowing extraordinary greatness to surface.

    • SGI CANADA

      Sept 2022 - now
      Business Development Account Manager

      Responsible for establishing and fostering successful relationships with Broker Partners while promoting Commercial & Personal Lines Insurance products. Providing training and support, observing industry trends (globally, nationally, regionally), monitoring and recommending improvements based on product, service and broker performance.

  • Licenses & Certifications