Abimbola (Abi) Jegede
Toronto
Summary
- Possesses and utilizes strong analytical, decision-making and risk assessment skills in all current role at Foresters Financial
- Proactively resolves issues by utilizing excellent problem-solving skills and effective communication skills
- Demonstrated exceptional organization and time management skills, and prioritization ability in all previous roles.
- Proven ability to manage multiple tasks effectively and meet critical deadlines in all previous roles
- Exhibit sound judgement in making fair and profitable underwriting decisions.
- Sociable and collaborative with the proven ability to work as part of a team as well as independently
- Gained solid understanding of medical terminology and underwriting guidelines in my current role.
- In-depth understanding and knowledge of Insurance policies and practices and proficient in systems used by the company
- Proficient in Microsoft Office Suite (Word, Excel and PowerPoint)
Overview
7
7
years of professional experience
1
1
Certification
Work History
Life Insurance Underwriter
Foresters Financial
01.2021 - Current
- Reviewing insurance application files that have been referred electronically or manually by Case Managers including applications for new insurance business
- Determining steps to be taken to fully evaluate applications (including identifying additional required information)
- Order required APS/assessments, as required
- Research, interpret and analyze information relevant to policies, including product details, legislation, rate manuals, medical/drug reference books, applicant insurance history, motor vehicle reports and other relevant sources
- Tracking underwriting timeline
- Finalizing underwriting decisions within approval limits and authorizing issues of new policies for approved applications.
Underwriting Associate, Individual Customer
Canada Life Assurance Company
01.2020 - 01.2021
- Responsible for ordering evidence for cause to complete risk assessment process
- Reviewed and made decisions for specific elements (e.g., BMI, some abnormal labs) with clear guidance on approval or referral
- Followed up on files that require evidence or missing information
- Communicated to the advisor of offers or decisions
- Multitasking between several systems and handling tasks in a timely manner
- Reviewed the file and referred to underwriter if required for further risk assessment.
Senior Client Service Specialist, Operations
Canada Life Assurance Company
01.2017 - 01.2020
- Handled inquiries from clients, advisors/brokers, field partners, internal and external business partners over phone calls, e-mails, and formal letters
- Delivered outstanding customer service by actively listening to clients to determine their needs and provided firsthand resolution while referring complex issues to the Team Leads
- Consistently utilized the available company resources and various systems like when attending to clients and business partners’ requests on insurance policies
- Worked individually as well as contributed towards the team goals to ensure the overall success of the team and provided support to new learners when required
- Maintained client confidence and protected company operations by keeping financial information confidential.
Education
ALU Academy of Life Underwriting Level 1 in progress -
FLMI Fellow Level 1, Life Management Institute – LOMA Professional Designation -
Post Graduate Certificate in Insurance and Risk Management – Fanshawe College -
Bachelor of Science, Honours in Actuarial Science – Redeemers’ University -
Skills
- Underwriting guidelines
- Policy analysis
- Sales Support
- Technical knowledge
- Analyzing data
- Documentation
- Risk Assessment
- Data Collection
- Data Interpretation
Memberships Affiliations
LOMA Canada (Life Office Management Association)
Languages
English
Full Professional
Affiliations
- Life Office Management Office
- Academy of Life Underwriting
Certification
LOMA
ALU in progress
Timeline
Life Insurance Underwriter
Foresters Financial
01.2021 - Current
Underwriting Associate, Individual Customer
Canada Life Assurance Company
01.2020 - 01.2021
Senior Client Service Specialist, Operations
Canada Life Assurance Company
01.2017 - 01.2020
ALU Academy of Life Underwriting Level 1 in progress -
FLMI Fellow Level 1, Life Management Institute – LOMA Professional Designation -
Post Graduate Certificate in Insurance and Risk Management – Fanshawe College -
Bachelor of Science, Honours in Actuarial Science – Redeemers’ University -
Similar Profiles
JEYA BALASUBRAMANIAMJEYA BALASUBRAMANIAM
Integration Lead at Foresters FinancialIntegration Lead at Foresters Financial
KAYE FELICIANOKAYE FELICIANO
Team Lead, Commissions/Compensation at Foresters FinancialTeam Lead, Commissions/Compensation at Foresters Financial
Drishty BhanotDrishty Bhanot
Investor Service Officer at Foresters FinancialInvestor Service Officer at Foresters Financial
SUSAN THOMASSUSAN THOMAS
Service Center Representative at Foresters FinancialService Center Representative at Foresters Financial
Anisha BishnoiAnisha Bishnoi
Cashier at Tyndale University CafeteriaCashier at Tyndale University Cafeteria