Adrian Estacio Schill Insurance, Surrey, BC

7090 Edmonds St, Burnaby BC V3N 0C6 (604) 838 2136 Commercial Portfolio Manager – Commercial Insurance
[email protected] August 2023 – June 2024
[email protected]
- Brought on board to assist in the expansion commercial lines team with a
LANGUAGES new strata division, strengthen current relationships with markets, and
provide insight for more efficient processes
Verbal and written fluency in English - Provided mentorship and risk management strategies to the strata and
commercial team as well as guidance for workflows to the administration
EDUCATION AND CERTIFICATIONS
team
Insurance Brokers Association of BC
General Insurance Level 2 - June 2021 - Contributed to the implementation of custom client relations management
systems that fit the specific needs of the team as well as developed
Insurance Brokers Association of BC supplementary tools to increase efficiency
CAIB, Canadian Accredited Insurance Broker Certification -
- Closely collaborating with the Vice President of Commercial, Commercial
February 2021 - October 2021
Operations Manager and Business Development Manager by providing
Simon Fraser University insurance market insight and suggesting effective risk management
CRM, Canadian Risk Management Certification - January 2022 – techniques
December 2022 - Successfully rebuilt previously dormant MGA relationships through
previous connections as well as maintained domestic market relations,
Insurance Institute of Canada
London open market relations, on top of introducing new relationships
CIP, Certified Insurance Professional – est. completion October
2025 - Since joining the team, directly contributed to an increase of 102% total
growth in new business in the commercial strata portfolio
Microsoft Learn
Microsoft PowerBI Certificate – February 2024 - Liaison with the Administration Manager and their team to provide more
efficient workflows for timely completions of invoicing, binders, and
Google certificate of insurances
Google Data Analytics – Google – est. completion Dec 2024
- Managed the completion of a policy wording project revolving around the
PROFESSIONAL EXPERIENCE creation of a manuscript wording specific to the commercial real estate
portfolio and potential signing of delegated underwriting authority with
insurers
J.T. Insurance Services Canada, Vancouver, BC
Senior Commercial Marketing Broker - Collecting, researching, and analyzing pertinent data of the current trends
June 2024 – Present related to the current SME insurance market to identify and implement
proper insurance programs for the specified book of business
- Responsible for the maintenance and growth of a book of
business specialized in small to midsize enterprises, BFL Canada, Vancouver, BC
construction risks, cargo/fleet, cyber risks, and commercial National Portfolio Marketer –Real Estate Division
real estate November 2020 – August 2023
- Collaborate closely with the CEO and Director of Commercial - Primarily responsible for underwriting commercial policies within the
regarding how to improve workflows and how to better delegated underwriting authority by utilizing in house underwriting tools
advise clients and the FUS systems
- Maintaining strong relationships with both clients and - Responsible for negotiating competitive terms and premiums for the
underwriters through attending either client services renewal portfolio with incumbent insurers and MGAs across Canada
meetings or monthly field underwriting meetings
- Constantly monitoring and tracking the current insurance market trends for
- Assist with the administration team to provide clients with each province to provide updates and suggest adequate risk management
necessary documentation such as certificates in a timely techniques through insurance to the provincial team leads
manner
- Extensive experience in complex risks such as multi subscription policies,
- Provide constant mentorship to junior brokers by teaching primary/excess layers, buffer layers, umbrella, and placement for high-
best practices, strategies on handling clients, as well as value risks
providing constructive feedback to ensure their growth as a
broker - Collaborate with the VP of Real Estate and Markets Relationship Manager
to identify opportunities of improvements to the real estate insurance
- Day to day activities include maintaining positive portfolio using data management tools such as Excel and PowerBI.
relationships with the clients, advising of any improvements
or gaps in their current coverage, providing advice on how to - Evaluating necessary information related to the portfolio such as COPE and
handle claims, as well as managing the clients current risks calculating loss ratios based on current claims to ensure the portfolio falls
through additional insurance products or general risk within our program guidelines
management practices
BFL Canada, Vancouver, BC (Continued) SKILLS AND ACHIEVEMENTS
National Portfolio Marketer –Real Estate Division - Advanced proficiency with Microsoft Excel such as generating
November 2020 – August 2023 comprehensive reports, pivot tables, developing basic macros through VBA,
- Provided mentorship to the Junior Marketers and Processing and utilizing more complex formulas such as nested or array formulas
team by giving opportunities to shadow day to day activities, - Basic to intermediate proficiency with Microsoft PowerBI and PowerQuery
involve them in underwriting meetings, and advise on key such as transforming large amounts of data, merging data sources and
underwriting metrics to look out for using basic #M language for queries
- Experience with the system Applied EPIC
- Trusted with the focus on retaining and remarketing - Experience in management within an office environment as well as a
competitive terms for the biggest real estate renewal physically demanding environment
portfolio, with an estimated total premium of $125,000,000 - Knowledgeable in schedule planning, basic remittance, invoicing, and
payroll
- Trusted with binding authority of up to $20mm on the - Proficient with typing; 70WPM at 100% accuracy
primary layer, and up to $40mm on the 1st excess layer - Customer focused and able to determine the needs of the customers in a
quick and natural manner.
The Co-Operators, Vancouver - Ability to build great rapport with both clients and coworkers
Client Service Manager
August 2019 – November 2020
- A front-line Advisor aiding with new walk-in clients with auto
and personal lines insurance on top of servicing a renewal
book of business to The Co-operators service standards
- Leading a smooth quarterly auditing done by ICBC through
meticulously tracking, record keeping and filing bill
payments both safely and securely
- Main point of contact for notary contracts regarding clients
to assist in sending binders adhering to the company
standard mortgage clause and invoices pertaining to their
policies
EP Climb Credit, Vancouver
Insurance Processing Manager
Nov 2015 - July 2019
- Originally starting from Credit Loans Canada with the
acquisition of IWS Financial in June 2016, myself and a select
few participated in the start up of what is now known as EP
Climb Credit
- Primarily responsible with managing a team of 4 to delegate
day-to-day tasks such as invoices, remittance to clients and
bookkeeping.
- Provided support to the sales team by managing escalated
customer service calls regarding policy wordings, claims
advising, and payment discrepancies
- Collaborated with the in-house controller to distribute
cheques for insurance claims
THEORETICAL EXPERIENCE

Simon Fraser University, Burnaby, BC