Will Penfold, FCIP, CRM

Hamilton, Ontario, Canada

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Timeline
About me
VP- Broker Services at Union Benefits
Education
- Nipissing university
  2007 - 2011
  Bachelor of arts (b.a.) history
  Activities and Societies: 2011 Model NATO I attended 2011 Model NATO at Carleton University in Ottawa. I represented the country of France as the delegate for the Euro-Atlantic Partnership Council.
Experience
- Aviva canada
  Sept 2011 - Feb 2013
  Frequently negotiated towing and storage payouts with body shops. Studied and used municipal bylaws to reinforce my position on charges. Filed claims under section 24 of the Repair and Storage Liens act.I also handled Claims involving criminal charges, specifically, DUI charges, Aviva Employee claims and claims located in the United States. Handled Ontario Personal lines claims. Managed time effectively while still focusing on excellent customer service in the handling of an insured's claim.
  - Claims Resolution Specialist
    Mar 2012 - Feb 2013
  - Claims Adjuster
    Sept 2011 - Mar 2012
- Intact
  Feb 2013 - Aug 2013
  Claims specialist, towing and storage
  Frequently negotiated reasonable rates for towing and storage in Ontario. Removed vehicles under section 24 of the repair and storage liens act from body shops. Attended settlement conferences for small claims court.
- Aviva canada
  Sept 2013 - Jun 2014
  Investigative advisor, automobile investigations
  Stationary investigator part of the auto-mobile investigations unit under the banner of Anti-Fraud Management. Conducted investigations into both claims and risks to determine if there was fraudulent activity. Attended/ performed examinations under oath in relation to current investigations. Convened decision panels to make determinations on if fraudulent activity was found. Made recommendations to decision panel on whether to void policies, deny claims or cover loss relating to investigations.
- Union power insurance brokers
  Jun 2014 - Jan 2025
  Commercial Account Executive with both Union Power Insurance Brokers and First Ontario Insurance Brokers. Focused on growing the commercial book of business for both brokerages by providing wide variety of commercial insurance products including specialized coverage for union halls belonging to the Canadian Building Trade Unions as well as FirstOntario Credit Union members and businesses. Commercial & Personal lines insurance broker with Union Power Insurance Brokers. Working predominantly with members and union halls of the 14 affiliated unions of the Canadian Building Trades.
  - Director, Commercial Insurance
    Jan 2023 - Jan 2025
  - Commercial Account Executive
    Jan 2019 - Jan 2023
  - Insurance Broker
    Jun 2014 - Jan 2019
- Union benefits
  Jan 2025 - now
  Vp- broker services
Licenses & Certifications
- Canadian risk management
  Rims (risk and insurance management society, inc.)
- Fellow chartered insurance professional
  Insurance institute of canada
  Jun 2021
- Chartered insurance professional
  Insurance institute of canada
  Nov 2015