National and Local Councils

The CIP Society is the Professionals’ Division of the Insurance Institute, and as such, reports to the Institute’s Executive Committee and Board of Governors.

National CIP Society

The CIP Society is headed by a National Chair appointed by the Executive Committee. The chair invites 12 leading members, representing all sectors of the CIP Society membership, to participate on the National Council. The mandate of the Council is to provide development opportunities, new services and products for members of the Insurance Institute’s graduate community.

Institutes and Chapters

Institutes and chapters work in partnership with the CIP Society National Council to achieve common goals. To meet the needs of Society members at the local level, most institutes and chapters have set up CIP Society committees within their governance structure and host a number of events and continuing education seminars each year.

If you are interested in volunteering with the CIP Society, please take a look at our volunteer opportunities or contact your local institute and chapter to see how you can get involved.

Meet our Council

CIP Society Council memberRosalind Staples-Simpson, FCIP

Elected to Council: April 2016, Chair since May 2020

Rosalind began working with RSA in 2000, following her graduation from university, starting in the Commercial Underwriting Trainee Program. After having worked as an underwriter for three years, she was accepted into RSA’s early career acceleration program for future leaders, getting the opportunity work on a diverse array of projects across Personal, Commercial and Corporate areas within the business

Since then, Roz has held multiple, progressive leadership roles across RSA Canada’s broker business in both Commercial Insurance and Personal Insurance spanning across Underwriting, Operations, Strategy and Planning. Most recently, she was appointed VP, Portfolio Management, Personal Insurance.

She is committed to supporting the development and progression of careers, paying forward the opportunities from which she benefited. She enjoys coaching and mentoring, as well as taking an active role in shaping her organization’s culture to underpin these principles.

Roz holds a BComm from Dalhousie University as well as a Fellow Chartered Insurance Professional (FCIP) designation. She is member of the National CIP Society Council.

Roz lives in Dartmouth, NS, with her husband, Patrick, and their two children, Jillian and John.

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CIP Society Council memberMark Francis, FCIP, ACS

Elected to Council: April 2020

Mark obtained his FCIP back when the program was still recognized as the FIIC, in 1997. He started his insurance career with ICBC in 1987 as a Claims Adjuster Trainee and worked his way up to the role of Director, Provincial Vehicle Registration and Licensing in 2011, eventually retiring from ICBC in 2018 after 31 years.

During this time, he represented the Province of BC with the Canadian Council of Motor Transport Administrators Program Committee on Drivers and Vehicles and served as Chair of that program committee from 2011 – 2012. He also had the privilege of co-chairing the Autonomous Vehicles working group which developed regulatory standards and recommendations for motor vehicle administration and law enforcement communities.

Mark has also spent over 10 years volunteering with the Insurance Institute of BC including serving on the Executive from 2011 to 2017, and was President from 2014 to 2015. More recently, in October 2018, Mark joined HUB International Insurance Brokers, and manages their Commercial Auto & Transportation team.

In his spare time, Mark enjoys competitive running, cycling, hockey and golfing as well as spending as much time as possible in Maui.

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CIP Society Council memberDarcey Garrington, FCIP, CRM, MLIS

Elected to Council: April 2019

Darcey started her career in the industry at a small broker firm in personal lines in 2003. In 2008 she joined Federated Insurance as a Commercial Underwriter, progressing to Field Underwriter in 2010, Senior Underwriter in 2013, Commercial Supervisor in 2014, and then most recently Commercial Underwriting Manager for Northern Alberta in 2017. Encouraged by the career opportunity and convinced that her leadership skills could provide a positive impact, Darcey accepted a new position as Commercial Underwriting Supervisor with Wawanesa Insurance in March 2019.

Having completed her CIP in 2008, CRM in 2013, and then FCIP in 2015, Darcey decided to pursue further education by obtaining her nutrition certification in 2017 and her Management Liability Insurance Specialist (MLIS) certification through the Insurance Risk Management Institute (IRMI) in 2019. She is also currently pursuing her Personal Training certification through the National Strength and Conditioning Association (NSCA).

Darcey enjoys resistance training, reading, and spending time with her two children and husband, often travelling east to Ontario and Nova Scotia to visit family. Darcey likes to support her local community through school and sports fundraisers, as well as charitable events such as Santa’s Anonymous.

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CIP Society Council memberAmanda Martin, BSc, CIP, CRM

Elected to Council: April 2018

Amanda is a graduate of Wilfred Laurier University and started her insurance career with Northbridge in their Trainee Program in 2011. She worked as an underwriter from 2012 to 2015, specializing in commercial insurance. At the beginning of 2016, she earned the responsibility of managing the Northbridge Small Business Department, which was a new initiative for the organization and has helped this department continue to grow and adapt with the Market Place. She completed her CIP in 2012, CRM in 2014 and is in the process of completing her FCIP.

Amanda is an active member within the industry, participating on the committee organizing the CIP Symposium for two years, as well as volunteering during WICC Gala events. She currently sits on the WICC Relay for Life committee and has attended this industry event for over 7 years. Outside the industry she is the Captain of her Dragon Boat team and loves to run, golf, and explore new places locally and abroad with friends and family.

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CIP Society Council memberSumita Nayee, BA (Hons), CIP

Elected to Council: April 2017

Sumita wanted to go to law school in the United Kingdom but at the time of her pursuit of this interest, it was made very clear by her professors that if she wanted to study law abroad she would have to re-take her law degree in Canada. So she decided to take a different approach in applying her passion for law by pursuing a career in insurance. She was one of those few people who chose a career in insurance, which started in 1998.

She started working in the sales department and while she was there, had her eye on working in the SIU department as she felt she could apply her legal background there. Her career journey has resulted in working in various departments including independent adjusting and commercial trucking casualty adjusting. She has spent most of her career in casualty. She landed here as it has been the most rewarding in applying her education and work experience.

Currently, she is a Team Manager in Casualty and enjoys coaching and mentoring advisors in their roles. Part of her role also involves facilitating and designing casualty training programs.

She has a passion for personal learning and soon after graduating from university she acquired a Certificate in Dispute Resolution, which has assisted her in her career in insurance. Furthermore, she acquired a certification in adult training and development, which has been an asset in the training aspect of her role.

In her leisure time she enjoys travelling with her husband. Together, they have been on some very unique trips; one in particular involved a sea lion chasing them out of the water.

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CIP Society Council memberLaura Phillips, CIP, CRM, CPIB

Elected to Council: April 2017

Laura is a graduate of Conestoga College’s General Business and Business of Insurance diploma programs. Like many others, Laura fell into insurance never thinking of insurance as an industry she’d be interested in. After a little direction from a college professor she became very intrigued and has been in the p&c world since 2011. Laura has held various roles as both a student with McFarlan Rowlands, and then moved onto positions with Cowan Insurance Group from 2012 to 2015, ALIGNED Insurance Inc. from 2015 to 2017, and has made a change to the mutual insurance world with West Wawanosh Mutual Insurance Company in October 2017.

She completed her CIP in 2013, CRM in 2014 and CPIB in 2017, and was awarded the Insurance Institute of Canada's National Emerging Leader in 2016.

Laura has a passion for helping others in and outside of the industry. She has completed a Habitat for Humanity Build in Thailand; organized a 7-year memorial baseball tournament; and occupies the role of Sponsorship Chair on Lucknow’s Music in the Fields Committee, a non-profit, 8,000 attendee music festival. Within the industry, Laura previously sat as a Councilor on the Conestoga Insurance Institute Chapter, and currently occupies a role on Conestoga College’s Panel Advisory Committee for Business of Insurance, and is a Career Connections Ambassador.

Traveling, hiking, golf, volleyball, baseball and cooking keep Laura busy in her personal life. She resides in Lucknow, Ontario, a short drive to the beaches of Lake Huron, with her husband and wheaten terrier puppy, Baloo.

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CIP Society Council memberBill Simms, CIP, CRM

Elected to Council: April 2019

The insurance industry found Bill in 1991 when his father-in-law offered him a position of adjuster within the adjusting firm he was managing. Bill achieved his CIP and CRM designations early in his career and moved quickly through the ranks, adjusting a wide array of claims including auto, casualty and large commercial losses. In 1996, Bill moved to the commercial department of a large Newfoundland-based insurance brokerage where he learned the art of marketing and underwriting. Over the years, Bill worked at another large brokerage and then moved to where he is today. His current position is with Crosbie Job Insurance as the Commercial Accounts Director writing a fairly large book of business.

During the course of his career, Bill has volunteered a lot of time with the Insurance Brokers Association of Newfoundland and Labrador (IBAN) in varying roles. Bill instructed the CAIB II and CAIB III components of the Insurance Brokers Association of Canada (IBAC) CAIB Program for over 15 years. He also served on the board of directors of IBAN for almost 10 years. Other boards and committees Bill served on include the Board for the Center for the Study of Insurance Operations (CSIO) as the Atlantic Canadian Representative, as well as the Technology Committee with the Insurance Brokers Association of Canada (IBAC). He’s also served on various convention and AGM committees over the years.

Bill was born and raised in St. John’s, NL, where he met his wife Colleen. They have been together for over 25 years and have four grown children.

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CIP Society Council memberRenée-Léa Soucy, PAA

Elected to Council: April 2016

Renée-Léa has extensive insurance experience, with more than 10 years in call and agency contact centers. She started at the Co-operators (HB Group Insurance Management Limited) in 2009 and since then has risen through the ranks to become District Manager in 2017. She is results-driven, and has been recognized for her, enthusiasm, dedication and determination. She is also an experienced communicator, with strong priority management, leadership and organizational skills.

Renée-Léa’s educational accomplishments include a college degree in insurance and the Chartered Insurance Professional designation. She is currently enrolled in the Advanced Chartered Insurance program at the Insurance Institute of Canada. Renée-Léa also has her Yellow Belt Lean certification. Since 2014, she is a member of the Financial Security Chamber.

In her spare time, Renée-Léa enjoys deep sea and ice fishing, travelling with her spouse, friends and family, and spending time with her friends. Her most recent trip was to Western Canada with her parents, a trip full of precious memories.

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CIP Society Council MemberCarrie Trudeau, FCIP, CRM

Carrie sought out a career in the insurance industry at a young age, following in her father’s footsteps. Her first job was with a Canadian coverholder for the Lloyd’s market. She spent her first year underwriting cross-border commercial trucking and motor truck cargo, and shortly after was given the opportunity to enter claims adjusting. That’s where she learned to appreciate the phrase, ‘Claims is where the heart is.’

Carrie attained her FCIP designation while working as a senior file examiner at Markel Insurance Company of Canada. Since then, she’s also completed her CRM.

In 2008, she joined Crawford & Co. (Canada) Inc., where she started as a client service manager, and later moved into the role of director of Lloyd’s and Dedicated Units. In April 2018, she started her new position as vice president of claims for Canada with Lloyd’s managing agent AEGIS (Associated Electric & Gas Insurance Services Limited).

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Heather Winters, MBA, FCIP, CRM, CCIB, CAIB (Hons.)

Elected to Council: April 2019

Heather has more than forty years’ experience in the insurance industry including brokerage management, third party administration, professional development, and regulatory compliance. She has held general, life, and accident and sickness agent licenses, and been employed in senior roles by broker associations in Nova Scotia and Ontario. She was recently with the Insurance Council of Manitoba as Director, Licensing & Compliance, and prepared documentation for Manitoba’s Red Tape Initiative. She is currently working as a Compliance Specialist at Wawanesa.

Heather has advanced training in investigations from NCIT and has co-authored a national paper for CISRO’s Inspection and Audit Committee. She has also co-authored an automobile agent’s licensing text book, provided substantial materials for the C132, and contributed to the development of CAIB, CPIB, and CSIP. She authored pre-licensing exams for the Insurance Council, and national CIP examinations for the IIC. Heather has made presentations to Nova Scotia MLAs, and has appeared before the Senate Banking Committee, and Manitoba’s Insurance Agent and Adjuster Licensing Appeal Board.

Upon completion of her AIIC, she received a National Award from the Institute. She also served as the President of the IIO Speaker’s Club.

Heather lives in Winnipeg with her author-husband, Andrew Allentuck.

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