Anita Morgan, FCIP, CRM

Senior Manager, Private Client Advice Claims @ TD Insurance

Country

City

Canada

Industry

Insurance

Skill

Sales Leadership, Underwriting, Insurance, Liability, Claim, Customer Retention, Property & Casualty Insurance, Brokers, Commercial Insurance, General Insurance, D&O, Professional Liability, Legal Liability, Casualty, Commercial Lines, Employment Practices Liability, Umbrella Insurance, Indemnity, Risk Management, New Business Development

Experience

Senior Manager, Private Client Advice Claims

TD Insurance

2022-5 - Present · 4 yrs 5 mos

Senior Manager, Private Client Advice (UHNW)

TD Insurance

2018-1 - 2022-5 · 4 yrs 5 mos

Toronto, Canada Area

I lead a dynaimic team of people who are experts in handling the insurance portfolio of high net-worth individuals. With over 15 years experience, I understand that affluent individuals need customized solutions to protect their assets and not cookie cutter products. Our primary focus is to find the best solution that meets the current and future needs of clients, provide them with superior service, and foster a relationship that is built on trust.

Manager, Insignia Private Client Unit

McLean Hallmark Insurance Group Ltd.

2014-4 - 2018-1 · 3 yrs 10 mos

Toronto, Canada Area

The Private Client Unit of McLean Hallmark specializes in the following areas: - Homeowners - Condominiums - Tenants - Seasonal Homes - Vacation Homes - Excess Liability - Watercraft vessels - Automobiles - Valuable Items e.g. Jewellery, Fine Arts, Musical Instruments