Insurance Expertise

Manulife. Equitable Life. Canada Life.
19 years. One firm.

19 years inside Canada's three major insurers: across individual life insurance, group benefits, group retirement, wealth, and compliance programs. Not a generalist. A specialist who's been inside the machine.

Credentials & Track Record
LOMA ALMI: Associate Life Management Institute
LOMA AIRC: Insurance Regulatory Compliance
LOMA ACS: Associate Customer Service
Manulife · Equitable Life · Canada Life: all three
Individual life insurance, Group Benefits, Group Retirement, Affinity & Group Markets, Wealth
CRS, AML, ATF, FINTRAC compliance programs across multiple platforms
19 Years Across Canada's Three Largest Insurers
🏢
2007 – 2016
Manulife Financial
Lead Business Systems Consultant & BA Manager · Individual insurance, Group Benefits, Group Retirement, Wealth
📋
2016 – 2021
Equitable Life of Canada
Senior BA, BA Manager & Product Owner · Individual insurance, Savings & Retirement, Group Benefits · Founded BA CoE
⚙️
2021 – Present
Canada Life
Senior Business Systems Consultant & Data Management Lead · Legacy modernization, master data governance, policy migration
What I Bring

Insurance Domain Expertise

Individual Life Insurance

Policy administration, annual rate reviews, dividend scale changes, actuarial system migrations, contact centre platforms, and digital application delivery across product lines.

Group Benefits

Plan member and plan administrator portals, group claims administration, group benefits plan administration platform, and cross-divisional delivery governance.

Regulatory & Compliance

CRS, AML, ATF, and FINTRAC compliance programs. Translating regulatory requirements into working platform changes: delivered on time, without defect leakage.

Legacy Modernization

Multi-year legacy transformation portfolio: product data migration, MDM governance, ETL architecture, and cross-block delivery governance across parallel migration portfolios.

Group Retirement & Wealth

Group retirement services and wealth platform delivery. Affinity & group markets portfolio governance and executive reporting across concurrent initiative streams.

Operational Excellence

Three CI frameworks built from scratch across three employers. All three institutionalized. All three still running today: 20% efficiency gains confirmed at scale.

Articles & Whitepapers

Insurance Thinking

Free Whitepaper: The Canadian Insurance Transformation Playbook

A practitioner's framework drawn from 19 years inside Manulife, Equitable Life, and Canada Life.

Download Free PDF →

Ready to work with someone
who knows this industry?

Domain advisory, compliance delivery, transformation governance, or speaking.

Work With Jey →