Abdullah Rehman
Caledon
Summary
Dedicated insurance professional currently at Western Financial Group with a primary focus on managing a substantial book of commercial clients. Excel in handling policy endorsements, renewals, and underwriting new business to drive growth. Comprehensive understanding of the insurance industry from experience as an assistant underwriter. Highly proficient in utilizing various insurance company portals, EPIC and Policy-Works. Currently working towards obtaining a Chartered Insurance Professional (CIP) designation.
Overview
3
3
years of professional experience
Work History
Commercial Lines Advisor & Account Manager
Western Financial Group
10.2024 - Current
- Manage a large book of business for commercial clients, ensuring retention and satisfaction
- Underwrite new commercial business and professional policies to acquire new clients
- Process endorsements in for commercial auto and property policies
- Market renewals and finalize them for clients, setting up invoices and processing payments
- Process requests for certificate of insurance and statement of values
- Developed strong relationships with clients through regular communication and excellent customer service.
Assistant Underwriter - Commercial Lines
Intact Insurance
11.2023 - 09.2024
- Prepare comprehensive business quotes and renewals, and bind to acquire new clients and business growth
- Manage daily requests from insurance agents/brokers, ensuring accurate policy updates and renewals
- Interact with agents/brokers to maintain strong relationships and ensure precise data collection
- Assist underwriters in updating policy information, enhancing data accuracy and efficiency
- Processed varied requests, including address updates, policy cancellations, COI/SOV issuance, renewals and various endorsements such as updating coverages or addition of locations
Billing Specialist & Insurance Advisor
Desjardins
05.2022 - 11.2023
- Provide detailed, personalized customer service to enhance retention and satisfaction
- Efficiently manage billing and computer systems to streamline operations
- Resolve client inquiries promptly, ensuring high levels of customer satisfaction
- Utilize strong communication skills to build and maintain client relationships
- Implement effective problem-solving strategies to address billing issues
Education
Chartered Insurance Professional (CIP) - Insurance
Insurance Institute of Canada
Bachelor's - Psychology
York University
North York, ON12.2023
Skills
- Underwriting
- Risk assessment
- Data collection, entry & analysis
- Problem Solving
- Attention to detail
- Billing Processes
- Microsoft Office
- Customer service
Licences
Registered Insurance Broker Ontario (RIBO)
Timeline
Commercial Lines Advisor & Account Manager
Western Financial Group
10.2024 - Current
Assistant Underwriter - Commercial Lines
Intact Insurance
11.2023 - 09.2024
Billing Specialist & Insurance Advisor
Desjardins
05.2022 - 11.2023
Bachelor's - Psychology
York University
Chartered Insurance Professional (CIP) - Insurance
Insurance Institute of Canada
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