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Members of the Insurance Brokers Association of Hamilton were invited to hear about “The Value of Building Better Client Relationships”, facilitated by FIRST Insurance Funding of Canada’s CEO, Joe Micallef on May 14, 2014.
During this IBAH Luncheon, Joe examined retention factors and what clients really want. Joe shared tactics on how you can enhance your value proposition to attract and retain more clients. Joe’s engaging presentation style; together with his fresh perspective provided valuable insight for all roles within a brokerage.
FIRST Canada Relationship Manager, Jocelyn St-Onge, was also on hand to help broker attendees understand how FIRST can help brokers offer their clients more.
About the speaker
Joe Micallef is the Chief Executive Officer of FIRST Insurance Funding of Canada (FIRST Canada). With over 20 years of global business banking experience, Joe has a comprehensive understanding of commercial financing and has specialized predominantly on developing a broad range of financial solutions for insurance brokers. Joe was with Australia-based leading financial institution since 1996, where he held various executive positions. Maintaining a focus on sales throughout his career Joe relocated to Canada in 2010 to join Macquarie Premium Funding by successfully leading sales teams and building a business model that leveraged his commercial experience. In 2012, after being acquired by Wintrust Financial Corporation Joe was appointed CEO of FIRST Canada, which is now part of the largest independent premium financing group in North America. With more than premium funding to offer, Joe is committed to his vision to ensuring his organization is the FIRST choice for the insurance industry.