Profile
“I do not take people for granted. Treating people with respect has helped me leverage these connections in a powerful way”
Anita Morgan, TD Insurance
Anita Morgan has built a reputation as a transformative leader who prioritizes a workplace culture that promotes teamwork, celebrates differences, and encourages open dialogue to resolve challenges.
She brings over 15 years of experience working with affluent individuals to her role as a senior manager of claims at TD Insurance. As an insurance broker, she excelled at balancing the expectations of clients and insurers with her expertise and insights while helping insurers implement new products.
Known for her ability to build robust networks and connect with colleagues, clients, and stakeholders, Morgan’s proven track record in customer retention, business profitability, and fostering trust with business partners and clients keeps her at the forefront.
“Someone said it brilliantly, ‘Your network is your net worth,’ and I don’t take that lightly,” she says. “I do not take people for granted. Treating people with respect has helped me leverage these connections in a powerful way.”
One of Morgan’s most significant achievements was staying the course throughout her insurance career. She believes greatness lies outside of one’s comfort zone, and when a new role unnerved her or a challenge tested her courage, she embraced that as an opportunity for growth.
She says, “I’ve found that playing it safe doesn’t reap greater rewards or benefits.”
Being on unfamiliar terrain enabled her to hone her listening skills, paying particular attention to the needs of her team so she could remove the roadblocks to ensure everyone had the best chance at success.
66 Wellington St. W., Toronto, ON M5K 1B1
416 737 6067
anita.morgan@tdinsurance.com
linkedin.com/in/anita-morgan-5544b23a
tdinsurance.com
Anita Morgan
Senior Manager, Private Client Advice Claims
TD Insurance
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Bio
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Profile
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Bio
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Bio
Milestones
“I’ve found that playing it safe doesn’t reap greater rewards or benefits”
Anita Morgan, TD Insurance
2010–2014
2014–2018
2018–2022
2022–present
Present
Account Manager – Private Client Services at Jones Brown
2010–
2014
Manager, Insignia Private Client Unit at McLean Hallmark
2014–
2018
Senior Manager, Private Client Advice at TD Insurance
2018–
2022
Senior Manager, Private Client Advice Claims at TD Insurance
2022–
present
Advocacy Chair for the Greater Vancouver Advocis Chapter, working with Advocis to develop Title Protection in British Columbia
Present
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Kuhn says, “I would say my career has been one of more of chance and opportunities than a set plan. And it’s interesting how one decision has a ripple effect on putting you on a different path than maybe where you thought you would be.”
He highlights his spell at Endurance as his biggest professional achievement to date.
“It took some time, but we took them from really being viewed as a reinsurance company to being viewed as a global insurance company.”
It’s this type of innovative attitude that is powering Westfield Specialty forward so successfully.
Kuhn explains, “Westfield Specialty and I have been trying to make sure we are opportunistic in the marketplace and that has allowed us to grow profitably and create a broader and more diversified portfolio.”
Part of this has seen the firm acquire the existing Lloyd’s of London Syndicate 1200 in February 2023. It is also Kuhn’s ingenuity that has allowed Westfield Specialty to outperform expectations in challenging market conditions.
“I would say it’s been the understanding that there is a limited window of time. We're in this unique market, we need to be fast and decisive to take advantage of market opportunities before the market begins to move away,” he comments. “Additionally, I'd like to say we move with a lot of speed, but we do it in a thoughtful and methodical approach, not just to be the first.”
However, it has been an intricate process to ensure his team are onboard with his vision. Kuhn places importance of explaining his targets and the blueprint to achieve them.
He adds, “The biggest challenge is getting everyone comfortable with the pace that I’m looking for to drive our buildout and growth. How I deal with it is by being open and transparent, and responsive to questions or concerns. This way, everything gets thoroughly discussed and resolved.”
With almost four decades in the industry, Kuhn has developed methods that have consistently delivered. It is why he has been tasked with so many leadership roles and he intends to maintain his focus on creating more success at Westfield Specialty.
“I think I am and have always tried to be methodical. I look at the big picture yet stay focused on executing the different opportunities or plans that I have in front of me. I don’t get emotional or make emotional decisions.”
“This has been extremely fulfilling as I learned that when I have a team of exceptionally smart people, I can lead from behind and watch them grow and become the next leaders of tomorrow,” she says.
Morgan regards her recognition as an Elite Woman of 2024 by Insurance Business Canada first and foremost as an opportunity to serve as a role model for others, inspiring future generations and demonstrating that success is attainable regardless of ethnicity or gender.
“I believe there are many women who came before me and on whose shoulders I stand today that are more deserving,” she says. “It is humbling to receive an award that reflects my work, and maybe the one thing that makes me stand out is that empathy is a word that I embrace and live out each day.”
Morgan articulates a vision for the future encompassing diverse workplaces and corporate cultures that place high value on inclusion and diversity of thought.
She says, “As a Black woman, I faced situations where it was obvious that companies valued my knowledge and opinions on various issues, but I wasn’t valued enough to be given a higher title.”
Those experiences prompted her to seek organizations that fostered an inclusive culture where everyone could thrive.
Having achieved the designations of CIP, CRM, and FCIP early in her career journey, Morgan then branched out and taught at the Insurance Institute of Canada. She led the Ontario initiatives for the Multi-Cultural Network community pillar at TD Insurance, where she oversaw six teams that served seniors a Christmas meal at various locations within the GTA.
Driven to give back to the industry and community, Morgan mentors colleagues in advancing their careers and serves as a board member for the Ebony Women International Insurance Network (EWIIN).
Kuhn joined Westfield Specialty in the firm’s first year (2021) and has established the company’s presence in the specialty market. By the end of 2023, the firm is expected to surpass $1.3 billion in GWP after writing $300 million in 2021.
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