Headquarters:
Calgary, AB
Year founded:
1983
Number of employees:
60
Phone:
403-253-1980
Email:
gus.evans@springloans.co.nz
Website:
excelandy.ca
LinkedIn:
linkedin.com/company/
excelandyinsurance
“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”
Erica Kofie, QBE
Robyn Young, CAIB
President and Chief Executive Officer
Jody Lohr
Vice President, Operations
Sami Yayha
Vice President, Sales and Marketing
Leadership
Robyn Young is a second-generation insurance broker and is extremely proud of the 40-year history her family has built. She is a past president of the Insurance Brokers Association of Alberta (IBAA), the Insurance Brokers Association of Canada (IBAC), and the Association of Alberta Registry Agents. She is a self-described insurance nerd who loves the industry and fosters a great working culture for an experienced team of brokers and admin to ensure a great customer experience.
President and Chief Executive Officer
Robyn Young, CAIB
Jody Lohr has worked in insurance since 2005, starting as a receptionist and quickly deciding that a career as a broker was where she wanted to be. She has worked in various roles, as both a personal and commercial lines broker and in management, before taking the role as VP, operations at E&Y in 2018. Lohr loves insurance and is always promoting brokering as a career. She is a past president of the Professional Young Insurance Brokers (PYIB) and the Insurance Brokers Association of Alberta (IBAA) and she continues to be a strong advocate for the insurance profession.
Vice President, Operations
Jody Lohr
With over 17 years of experience in insurance, Sami Yahya is a professional specializing in sales strategy and brand management. As a results-driven leader with a track record of driving revenue growth through innovative campaigns, Yahya understands the customer journey. His background in sales and business development, he possesses an understanding of market dynamics and customer needs, enabling him to identify new business opportunities and develop tailored sales strategies. He coaches his team to always educate their clients on updates in the insurance industry as he believes all policyholders should be aware of their risk exposure so they can obtain proper coverage with ease and understanding.
Vice President, Sales and Marketing
Sami Yayha
“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”
Erica Kofie, QBE
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Leadership
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
“We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions”
Erica Kofie, QBE
Leadership
Erron Grasby, CPA, BMgt, CPM
Controller
Erron Grasby is a seasoned professional with over 15 years of accounting experience, including eight years spent on building and implementing accounting systems in many industries. Grasby completed his bachelor’s in management, with a major in accounting, and obtained his professional designation in 2018. He joined the Excel & Y team in 2021, and with his experience of systems and accounting, he works to collaborate with his colleagues and use his experiences to add continuity and support during a new system implementation, as well as in the execution of the company’s dynamic business strategies. He fosters a team spirit and can explain the accounting process in a way the whole team can understand.
Controller
Erron Grasby, CPA, BMgt, CPM
Luke De Campo
Head of Finance
In addition to his outsourcing and offshore finance team expertise, Luke De Campo is PANDR’s head of finance. With his extensive background in corporate finance, consulting, and leading finance teams, he is uniquely qualified to help businesses achieve their financial goals. He is passionate about helping small and medium-sized enterprises improve their efficiency, profitability, and scalability, and he brings a wealth of experience to the table. In his current role, De Campo oversees the company’s financial operations and ensures that all accounting practices are compliant and transparent. His commitment to excellence and deep understanding of finance make him an invaluable asset to PANDR and its clients.
Head of Finance
Luke De Campo
Excel & Y Insurance Services stands out as one of Canada’s Top Insurance Employers of 2023 for its unique blend of values that has family, integrity, authenticity, and innovation at its heart. It strives to create a connected and welcoming environment for its hybrid workforce, who are encouraged to share their ideas and always do the right thing.
“We work hard to keep our team engaged and appreciated, and we truly believe that if our team is happy, then our customers will be happy,” says president and CEO Robyn Young.
An intense focus on business quality and building relationships within its markets has fueled its success and enabled its employees and leaders to shine. Formerly Lundgren & Young Insurance, it partnered with the Excel Insurance Group, a group of like-minded, independent brokerages in 2021, allowing them to increase their market access and offer an exceptional customer experience.
At the helm of this employer of choice is a stellar leadership team who embodies excellence. Jody, the vice president of operations, is an operations master and an exceptional communicator, keeping employees well-informed. Sami, the sales and marketing vice president, inspires the sales team, fostering a sense of purpose and commitment. Controller Erron brings financial acumen to the forefront, ensuring accuracy, accountability, and financial stability.
“Without this team of leaders, my job as CEO would be much more complicated,” reflects Young. “I work closely with each of them to ensure they have what they need.”
Excel & Y values its employees’ uniqueness and encourages them to bring their authentic selves to work, guided by a philosophy they term ‘Just be You.’ "The company prioritizes finding the right person for the job based on aligning values, utilizing both traditional recruiting methods and employee referrals."
Once hired, new employees receive comprehensive, two-week training with the Manager of Customer Experience that includes a hybrid of technical/theoretical and hands-on to ensure confidence in performing their new role to the best of their ability.
Employee satisfaction is top of mind at Excel & Y. Its popular hybrid policy, competitive salary, and comprehensive benefits package, time-off policies, health and wellness initiatives, and thriving culture underscore the company's commitment to employee well-being. Fun is not forgotten in pursuing business goals with events such as Christmas in July, internal rewards programs, spontaneous bingo games, and dress-ups that offer a nice break from work.
The company has no set DEI policy but values authenticity and encourages everyone to be themselves. Nonetheless, its team comprises people from various backgrounds and ethnicities who are celebrated for their contributions to the workplace.
As Excel & Y considers the future, it remains unwavering in its commitment to strengthening its policies, emphasizing asking and listening to employees' input to shape new benefits and policies that improve both the workplace and customer experience.
“We will continue to foster our core values for our customers and employees,” adds Young. “We listen, learn, and improve regularly as we truly want to be the best employer for our team and provide the best customer experience for our customers.”
“We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations”
Erica Kofie, QBE
Kylie Quinlivan
General Counsel and Company Secretary
Keith Schlosser
Global Chief Information Officer
Dan Draper
Group Chief Underwriting Officer
Simon Williams
Chief Strategy & Distribution Officer, Arch Insurance International
and Active Underwriter, Syndicate 1955
Kylie Quinlivan is general counsel and company secretary of hipages Group and a member of the executive team. This is her second role as general counsel of an ASX-listed company. Quinlivan is a top-tier trained corporate lawyer with over 17 years of experience in public and private M&A/transactional work, fundraising, and corporate governance. She is commercially oriented, curious, and with a demonstrated ability to understand complex matters quickly and communicate simply. Quinlivan is excited by hipages’ growth potential, its entrepreneurial spirit and conviction for creating a unique culture. She holds a Bachelor of Commerce/Laws (Honours) and a Master of Laws from the University of Sydney.
General Counsel and Company Secretary
Kylie Quinlivan
Keith Schlosser is global chief information officer at AXIS Capital, where he leads the company’s global information technology and data strategy. He is also responsible for driving change throughout the organisation by delivering high-quality, future-oriented IT services in line with AXIS Capital’s business strategy. Schlosser has more than 30 years of insurance industry experience, spanning roles in information technology, business solutions, marketing and sales. Prior to AXIS, he served as chief information officer for Chubb’s Overseas General Insurance division, where he spearheaded a number of growth, innovation, digital and change initiatives. Before that, he served as CIO at The Travelers Companies international division. Schlosser was also a vice president for marketing technology and web communications at AIG.
Global Chief Information Officer
Keith Schlosser
Dan Draper was appointed group chief underwriting officer in September 2022. He had previously served for more than two years as group head of underwriting at AXIS. Prior to that, he had been group chief risk and actuarial officer at VIBE. Before joining VIBE, Draper spent eight years with AXIS, holding a number of leadership roles that included group chief actuary, chief risk analytics officer, and insurance segment chief risk officer. Before that, he held managerial positions at the Financial Services Authority, XL Capital, and EY.
Group Chief Underwriting Officer
Dan Draper
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
Kimi leads the Estate Planning and Wealth Protection team and is a member of the Society of Trust and Estate Practitioners. She understands the complex and delicate nature of family estate planning, the technical requirements around probate and estate administration, and the importance of preserving wealth for future generations. Her advice is accurate, commercial, strategic and tailored to each situation.
Partner
Kimi Shah
“Despite the challenging claims environment, QBE’s coverage and risk appetite have remained consistent. Brokers and customers know and understand our risk appetite and the cover we offer, providing them with certainty for the future,” says Erica Kofie, head of cyber proposition. “We put our customers at the centre of our business, responding to brokers in a proactive and timely manner and working with the customer to understand their unique risk profile and tailor appropriate solutions.”
Kofie adds, “Through 2022, QBE successfully delivered significant growth in the cyber sector, reflecting the depth and strength of our team. We continue to see cyber as a key opportunity and will be further developing customer-centric solutions across various geographies and segments in line with our growth aspirations.”
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BDM support
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Overall service level
BDM support
BDM support
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business
Medal
Overall service level
Broker communication, training and development
BDM support
Turnaround time – claims
Broker's Pick – Personal Accident and Illness Insurance
Brokers’ Pick – Professional liability
Small business