FEATURED EXCELLENCE AWARDEE
“I had a picture of a house, and the house was Premiere Mortgage Centre”
Kerri Reed,
Premiere Mortgage Centre
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2017 - Present
Tenure at
current position
22
Years in the industry
EXCELLENCE AWARDEE:
Forward Insurance Managers Ltd.
CEO of the Year
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Kraft Heinz - Wattie's
Tina (Waddick) Jonmaire
Managing Director
Troy Moreira
President & CEO
Tina brings more than 20 years experience in the insurance industry with a focus on building relationships with Brokers and delivering impactful solutions.
Prior to joining Forward Insurance Managers, she held several leadership roles including National Business Development Director for one of Canada’s most successful MGAs.
As a forward-thinking collaborator, Tina has a passion for training Brokers through round-table discussion and in-person seminars. She has successfully on-boarded Brokers through a series of product and portal training events.
A personable and engaging professional with deep institutional knowledge and an accomplished record, Tina’s primary focus at Forward includes cultivating broker relationships, facilitating profitable growth, and strategic planning.
Managing Director
Tina (Waddick) Jonmaire
Industry veteran Troy Moreira has returned to the industry with the launch of Forward Insurance Managers, an InsurTech MGA serving brokers.
Born and raised in Ontario, Troy started in the insurance industry in the family brokerage in 1990 part-time while continuing his academics. In 1997, after completing his Masters degree in Business Administration, he entered the insurance industry full-time in marine insurance underwriting. Later, as President & CEO (and principal), he grew a small single-product MGA into one of the most successful MGAs in Canadian history.
Troy has a deep understanding of the Canadian insurance market, and has served as an instructor/educator. Starting in 2004, he visited almost the entire country, providing broker continuing education seminars on Marine Insurance, Course of Construction Insurance, and Professional Liability Insurance.
Troy’s vision at Forward is “People PLUS Technology, in that order!” - Forward will offer a technologically advanced consumer experience in parallel with a traditional personalized service where underwriters are available by phone, approachable, and always ready to find a solution.
President & CEO
Troy Moreira
Tina (Waddick) Jonmaire
Managing Director
Troy Moreira
President & CEO
Leadership
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
Local Government in New Zealand consists of 78 local, regional and unitary councils. The Far North District Council is the most northern territorial authority and serves the residents of Kaitaia, Kaikohe, Kawakawa, Kerikeri, Paihia and Russell, as well as several smaller settlements and rural and Māori communities. We are a growing district of 71,000 people spread over 7,324km². The Far North district stretches from Cape Rēinga at the northern tip of New Zealand down to the Bay of Islands and Hokianga.
President & CEO
Troy Moreira
Tina (Waddick) Jonmaire
Managing Director
Troy Moreira
President & CEO
Leadership
Tina brings more than 20 years experience in the insurance industry with a focus on building relationships with Brokers and delivering impactful solutions.
Prior to joining Forward Insurance Managers, she held several leadership roles including National Business Development Director for one of Canada’s most successful MGAs.
As a forward-thinking collaborator, Tina has a passion for training Brokers through round-table discussion and in-person seminars. She has successfully on-boarded Brokers through a series of product and portal training events.
A personable and engaging professional with deep institutional knowledge and an accomplished record, Tina’s primary focus at Forward includes cultivating broker relationships, facilitating profitable growth, and strategic planning.
Managing Director
Tina (Waddick) Jonmaire
Industry veteran Troy Moreira has returned to the industry with the launch of Forward Insurance Managers, an InsurTech MGA serving brokers.
Born and raised in Ontario, Troy started in the insurance industry in the family brokerage in 1990 part-time while continuing his academics. In 1997, after completing his Masters degree in Business Administration, he entered the insurance industry full-time in marine insurance underwriting. Later, as President & CEO (and principal), he grew a small single-product MGA into one of the most successful MGAs in Canadian history.
Troy has a deep understanding of the Canadian insurance market, and has served as an instructor/educator. Starting in 2004, he visited almost the entire country, providing broker continuing education seminars on Marine Insurance, Course of Construction Insurance, and Professional Liability Insurance.
Troy’s vision at Forward is “People PLUS Technology, in that order!” - Forward will offer a technologically advanced consumer experience in parallel with a traditional personalized service where underwriters are available by phone, approachable, and always ready to find a solution.
President & CEO
Troy Moreira
Martha Rodger
Managing Director
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TMG The Mortgage Group
Forward Insurance
Managers Ltd.
EXCELLENCE AWARDEE:
CEO of the Year
Industry veteran Troy Moreira has returned to the industry with the launch of Forward Insurance Managers, an InsurTech MGA serving brokers.
Born and raised in Ontario, Troy started in the insurance industry in the family brokerage in 1990 part-time while continuing his academics. In 1997, after completing his Masters degree in Business Administration, he entered the insurance industry full-time in marine insurance underwriting. Later, as President & CEO (and principal), he grew a small single-product MGA into one of the most successful MGAs in Canadian history.
Troy has a deep understanding of the Canadian insurance market, and has served as an instructor/educator. Starting in 2004, he visited almost the entire country, providing broker continuing education seminars on Marine Insurance, Course of Construction Insurance, and Professional Liability Insurance.
Troy’s vision at Forward is “People PLUS Technology, in that order!” - Forward will offer a technologically advanced consumer experience in parallel with a traditional personalized service where underwriters are available by phone, approachable, and always ready to find a solution.
Tina brings more than 20 years experience in the insurance industry with a focus on building relationships with Brokers and delivering impactful solutions.
Prior to joining Forward Insurance Managers, she held several leadership roles including National Business Development Director for one of Canada’s most successful MGAs.
As a forward-thinking collaborator, Tina has a passion for training Brokers through round-table discussion and in-person seminars. She has successfully on-boarded Brokers through a series of product and portal training events.
A personable and engaging professional with deep institutional knowledge and an accomplished record, Tina’s primary focus at Forward includes cultivating broker relationships, facilitating profitable growth, and strategic planning.
Managing Director
Tina (Waddick) Jonmaire
CEO of the Year
EXCELLENCE AWARDEE:
Founded by Troy Moreira at the start of 2022, Forward Insurance Managers is Canada’s latest insurtech MGA. It has enjoyed a phenomenal rate of growth over the last year; it currently has over 40 staff across three offices, and has launched a number of niche insurance products.
Forward Insurance Managers delivers insurance products to its broker distribution channel in an efficient and forward-thinking way. Under Moreira’s leadership, it has brought a number of Canadian and international insurers on board over the last year – an “attestation to the stellar reputation” that Moreira has built up over his 25 years in insurance. His hands-on approach as CEO has led to Forward’s rapid rate of growth, and the company has generated a strong response from the broker community across Canada.
Within its first six months of operation, Forward Insurance Managers had over 1,200 broker distribution points live, and saw 7,000 new individual users sign up to its tech platform. Moreira’s key aim has been to provide a full policy life cycle product for Canadian brokers, and to combine modern technology with traditional underwriting to produce “a first class service.” He stresses that the platform does not replace a one-on-one, personalised service – it is another effective tool that brokers can use in their client interactions.
“The technology is here to serve people,” Moreira says. “Technology should make our customer experience the best it can be, and make things easier for our team members as well.”
Having set up his business during the COVID-19 pandemic, Moreira faced a raft of challenges – however, with an exceptional team of underwriters behind him, his MGA quickly flourished. He has also invested heavily into his in-office culture, and operates an “open door” policy where underwriters can walk into his office at any time to ask questions and get support.
In addition to running his MGA, Moreira has also developed and presented at various educational seminars across Canada. He focuses primarily on specialty insurance products, helping brokers to understand the exposures present within this area, and how they can make the risk placement process smoother. He speaks to approximately five to six thousand attendees every year.
Moreira is a strong advocate for the use of technology to streamline and simplify. He feels the Canadian insurance industry has been “somewhat plagued with traditional application forms,” which often contain questions that aren’t necessary to underwrite a risk. He wants to streamline the application process for brokers, and this means utilising technology and combining it with a deep understanding of underwriting.
Moreira currently mentors seven interns at Forward Insurance Managers, and is in regular communication with a group of university students. He enjoys providing the opportunity to experience building a business from the ground up, and to learn about the fundamentals of insurance.
Over the next year, Moreira will be focused on supporting further growth at Forward – but most importantly on leading by example, and focusing on tech that serves people.
www.forwardinsurance.ca
www.instagram.com/tmfinancegroup
twitter.com/tmfinancegroup
www.facebook.com/MackayInsurance
Forward Insurance Managers Ltd.
t.moreira@forwardinsurance.ca
604-551-4246
900 - 543 Granville St. Vancouver, BC V6C 1X8
www.forwardinsurance.ca
www.instagram.com/tmfinancegroup
twitter.com/tmfinancegroup
www.facebook.com/MackayInsurance
Forward Insurance Managers Ltd.
t.moreira@forwardinsurance.ca
604-551-4246
900 - 543 Granville St. Vancouver, BC V6C 1X8
www.forwardinsurance.ca
www.instagram.com/tmfinancegroup
twitter.com/tmfinancegroup
www.facebook.com/MackayInsurance
Forward Insurance Managers Ltd.
t.moreira@forwardinsurance.ca
604-551-4246
900 - 543 Granville St. Vancouver,
BC V6C 1X8
Martha began her insurance career in 2006.
Martha leans on her experience as an insurance broker in her underwriting approach and enjoys working with brokers to find solutions for tricky risks. During her tenure at one of Canada's largest MGA's, she developed her niche lines underwriting. Martha has held various roles, managing underwriting teams and working on product development. She has obtained her CAIB and FCIP designations with honours.
Martha’s primary focus is on Forward’s goal to bring People + Technology together – head to the JET Platform for a first-hand look.
Managing Director
Martha Rodger
Martha Rodger
Managing Director
Linden Kerr
Managing Director
Karen Lam
Managing Director
Martha began her insurance career in 2006.
Martha leans on her experience as an insurance broker in her underwriting approach and enjoys working with brokers to find solutions for tricky risks. During her tenure at one of Canada's largest MGA's, she developed her niche lines underwriting. Martha has held various roles, managing underwriting teams and working on product development. She has obtained her CAIB and FCIP designations with honours.
Martha’s primary focus is on Forward’s goal to bring People + Technology together – head to the JET Platform for a first-hand look.
Managing Director
Martha Rodger
Over the past twenty years, Linden has developed her career within the P&C industry, with a focus on underwriting and team leadership.
Linden has held a variety of roles from her starting days as a receptionist at a small brokerage to now a Managing Director at Forward.
Linden’s first love is underwriting. She started out as an auto underwriter in the early 2000’s and has developed and refined her skills and expertise over time. Her focus is on niche program underwriting with a particular passion for construction and commercial lines.
Linden is passionate about engagement and her primary focus at Forward is ensuring our culture is centred around the premise of top service, guidance, and coaching for brokers and team members alike.
Managing Director
Linden Kerr
Karen has a diverse background spanning 20 years in the insurance industry.
Prior experience as an insurance broker as well as her experience in underwriting and compliance have contributed to her skills in marketing, analysis, leadership and product development.
Karen’s focus at Forward will be product development, assisting in managing our carrier partner relationships, underwriting, oversight of compliance and contributing to our strategic direction discussions.
Managing Director
Karen Lam
Martha Rodger
Managing Director
Karen Lam
Managing Director
Linden Kerr
Managing Director
Martha began her insurance career in 2006.
Martha leans on her experience as an insurance broker in her underwriting approach and enjoys working with brokers to find solutions for tricky risks. During her tenure at one of Canada's largest MGA's, she developed her niche lines underwriting. Martha has held various roles, managing underwriting teams and working on product development. She has obtained her CAIB and FCIP designations with honours.
Martha’s primary focus is on Forward’s goal to bring People + Technology together – head to the JET Platform for a first-hand look.
Managing Director
Martha Rodger
Over the past twenty years, Linden has developed her career within the P&C industry, with a focus on underwriting and team leadership.
Linden has held a variety of roles from her starting days as a receptionist at a small brokerage to now a Managing Director at Forward.
Linden’s first love is underwriting. She started out as an auto underwriter in the early 2000’s and has developed and refined her skills and expertise over time. Her focus is on niche program underwriting with a particular passion for construction and commercial lines.
Linden is passionate about engagement and her primary focus at Forward is ensuring our culture is centred around the premise of top service, guidance, and coaching for brokers and team members alike.
Managing Director
Linden Kerr
Karen has a diverse background spanning 20 years in the insurance industry.
Prior experience as an insurance broker as well as her experience in underwriting and compliance have contributed to her skills in marketing, analysis, leadership and product development.
Karen’s focus at Forward will be product development, assisting in managing our carrier partner relationships, underwriting, oversight of compliance and contributing to our strategic direction discussions.
Managing Director
Karen Lam
Karen Lam
Managing Director
Linden Kerr
Managing Director
Over the past twenty years, Linden has developed her career within the P&C industry, with a focus on underwriting and team leadership.
Linden has held a variety of roles from her starting days as a receptionist at a small brokerage to now a Managing Director at Forward.
Linden’s first love is underwriting. She started out as an auto underwriter in the early 2000’s and has developed and refined her skills and expertise over time. Her focus is on niche program underwriting with a particular passion for construction and commercial lines.
Linden is passionate about engagement and her primary focus at Forward is ensuring our culture is centred around the premise of top service, guidance, and coaching for brokers and team members alike.
Managing Director
Linden Kerr
Karen has a diverse background spanning 20 years in the insurance industry.
Prior experience as an insurance broker as well as her experience in underwriting and compliance have contributed to her skills in marketing, analysis, leadership and product development.
Karen’s focus at Forward will be product development, assisting in managing our carrier partner relationships, underwriting, oversight of compliance and contributing to our strategic direction discussions.
Managing Director
Karen Lam
