Directory of Excel Insurance Group Professionals
Your Search is Nearly Over: Find a Local Insurance Broker or Professional Here
When you need a local insurance broker, count on Excel Insurance Group. Our teams are licensed for the different Canadian markets in which they serve. They are knowledgeable, passionate and enterprising. Whether you deal with Excel Insurance Group online or you deal with us in person, your satisfaction is ours too. Search our Insurance Directory below.
If you need immediate help or assistance, please Call 1 (780) 732-7129
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Top 5 Excel Broker Advantages
Excel Insurance Group does not represent one insurance company. We access all the top tier insurance markets in Canada.
How we get the best rates:
- We leverage our relationships with multiple insurance companies
- We negotiate the best rates on your behalf
- We maximize insurance coverage for the rate earned
Moving to Excel Insurance Group means keeping your longstanding relationships with your insurance companies.
We know how to navigate the insurance landscape:
- Deliver ongoing loyalty discounts
- Maximize multi-policy savings
- Augment high-power coverage
Excel Insurance Groups treats customers like people. Every person’s situation is unique and every insurance requirement different.
VIP service with Excel includes:
- Prompt turnaround times with limited wait
- Personalized insurance coverage
- Direct answers and guaranteed transparency
Dealing with claims is easier when you work with an insurance broker that is driven by client advocacy and championship.
We are experts and minimizing impact from claims:
- Provide superior claims support
- Leverage tier-1 claims adjustor relationships
- Minimize premium increases due to claims
Excel Insurance Group brokers are licensed for the markets in which they serve you. In Canada, brokers are licensed provincially by regulation.
We can do more for you than an agent:
- Explain changes to market policies and industry requirements
- Directly represent your needs and requirements
- Leverage our relationships within the industry
Andrea (Young) Wilkinson
Commercial Account Administrator
Commercial lines
Excel Office:Edmonton North: Sheppard Insurance
Address:14315-118 Avenue, Edmonton, Alberta, T5L 4S6
Designations, Awards:
Currently working towards CAIB
Bio:
Although it feels like I have been working in insurance forever, I have been working in insurance since 1986 (with a small break in between). I initially fell into insurance when a friend told me that they were looking for someone in the typing pool at their workplace. Over the years I have built a reputation for an outstanding work ethic: I am always on time, strive to be diligent, and I take pride in what tasks I do. On a personal note, moving from Quebec to Western Canada is something that I am very proud of.
Personal Interests & Hobbies:
- Travel
Cheri Treasure
Administrative Manager
Commercial Lines
Excel Office:Edmonton West: Treasures Insurance
Address:Suite 300, 14727-87 Avenue, Edmonton, Alberta, T5R 4E5
Designations, Awards:
BA, CAIB
Bio:
I have been in the insurance industry for 16 years, ever since I graduated. I have never left the insurance industry, except for when I got pregnant for the first, second, and third times! I am passionate about the insurance industry because it makes me think, teaches me to solve problems, and allows me to exercise patience and social diplomacy. I would definitely describe myself a smart, friendly, and polished professional who is cool in a nerdier kind of way.
I am most proud of the fact that I have four children, including a set of twins, and still I am still mostly sane! Professionally, I take great pride in my ability to adapt comfortably to the changing roles and positions I have working in the insurance industry. Overall, I enjoyed being a facilitator the most! (i.e. Customer Service Rep, Manager, Facilitator, Administrator). In my spare time, I enjoy reading and writing, and working out and being active. I also love watching my kids play together, until they start fighting, then I love headphones.
Personal Interests & Hobbies:
- Politics
- Science
- The Arts (theatre, dance, art work, and music)
Colleen Antosh
Commercial Account Manager
Commercial Lines
Commercial Lines Insurance
Excel Office:Edmonton West: Treasures Insurance
Address:Suite 300, 14727-87 Avenue, Edmonton, Alberta, T5R 4E5
Designations, Awards:
CAIB, CIP
Bio:
Nine years ago, I was a newly single stay at home mom who was looking for a career rather than a job, so started asking friends about their occupations. I spoke with someone who had such enthusiasm about the place that she worked in, and I asked if she could pass my resume along. I had a great interview with Scott and Terry and they agreed that if I could get my level 1 license they would make a spot for me at Treasures Insurance. I called a week later, after passing my exam – and the rest is history.
I love insurance! Insurance keeps me sharp: the tasks are different every day, I have to be able to adjust priorities on the fly, and always ensure that everything is accurate. Thanks to my years of experience in insurance, I am able to prioritize my duties in such a way I can get the paperwork done, as well as assist clients who call in with urgent requests. Insurance is one of the most important things that all business owners must consider, and I am determined to make sure they are covered correctly. I would describe myself as a friendly person, although I can be reserved at first. Despite this, I have built excellent rapport with numerous clients and underwriters.
On a personal note, I’m most proud of raising my three kids (Two sons – ages 28 & 19 & a daughter – age 17), but after that I am proud of showing them that learning never ends and even if things don’t go quite the way you planned – there is always another path! If one door closes, go to the next door and open it – that’s how doors work!
Personal Interests & Hobbies:
- Shopping in Spokane and Seattle
- Cheering for my daughter's roller derby team
- Spending time with my three kids
Dallas Ungurian
Commercial Insurance Broker
Commercial Account Executive, Small - Medium Sized Businesses
Commercial general liability, commercial property, commercial automobile, professional liability, Insurance for trades
Excel Office:Edmonton Downtown: Excel Insurance & Risk Management
Address:Suite 700, 12323 Stony Plain Road, Edmonton, Alberta, T5N 3Y5
Designations, Awards:
Level 2 (Alberta, B.C. and Saskatchewan)
Bio:
Timely, proficient and professional, my clients and their businesses are my focus. With a high attention to detail and the desire for solution-driven problem solving, I act as a bridge, matching my clients’ interests with those of the vast number of insurance companies to which I have access. My work is demonstrated when I ensure mutual benefit and facilitate success.
I am able to provide my clients peace of mind by using in-depth knowledge of insurance coverages to identify coverage gaps within existing insurance programs. I am not satisfied until my services support business continuity and client advocacy in the event of an unforeseen loss.
I also like to laugh - so be prepared for a few good stories from time to time.
Personal Interests & Hobbies:
- Edmonton Oilers (remaining loyal fan since their Stanley Cup appearance in 2006)
- Playing hockey and getting a few rounds in on the golf course
- Watching the San Fransisco Giants, Toronto Blue Jays and Seattle Seahawks
Doug Morrow
Managing Director, Excel Insurance Group
Commercial Insurance & Risk Management
Manufacturing, realty & construction; special skills in the area of contract management and language
Excel Office:Edmonton Corporate - Excel Insurance Group
Address:Suite 700, 12323 Stony Plain Road, Edmonton, Alberta, T5N 3Y5
Designations, Awards:
CIP, CRM, CCIB
Bio:
Inspired by integrity, enthused by collaboration, I enjoy working with people that design and deliver as promised with innovation and initiative. With a knack for relating to people and understanding the challenges facing businesses today, I listen carefully to clients in order to both understand their perspective and to be able to add value from my training and experience. My in depth insurance knowledge, risk management training, complete access to virtually all insurance carriers and a strong business acumen are advantages my clients enjoy when I work with them.
With 35 plus years of insurance and brokerage experience, I am happy to share in opportunities to teach, mentor and, hopefully, inspire our next generation of brokers. Mentoring the motivated, developing the undiscovered - these are passions I enjoy every day within our Group.
Personal Interests & Hobbies:
- Boating on the Pacific Ocean, fishing and golfing
- Classic cars & motorcycles
- Mentorship, providing business opportunities and individual professional development
- Go Oilers, go!