Summary
Overview
Work History
Education
Skills
Timeline
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Amy Frankish

Bracebridge,Canada

Summary

Efficient and detail-oriented insurance professional with 19 years of administration experience acting as a licenced insurance broker in the province of Ontario. Years of providing a superior customer service experience and maintaining strong relationships with multiple insurance Companies.

Overview

24
24
years of professional experience

Work History

Personal Lines Underwriter

Optimum Insurance Group
02.2024 - Current
  • Evaluated personal lines insurance applications for risk assessment and policy issuance.
  • Collaborated with brokers to clarify underwriting guidelines and improve submission accuracy.

Registered Insurance Broker

Muskoka Insurance Brokers Ltd.
11.2004 - 02.2024
  • Maintain a consistent, positive attitude towards customers, peers and other personnel, during high-stress situations.
  • Meet with customers to provide information about available products and policies.
  • Finalized sales and collect necessary documents and monetary premiums.
  • Conduct annual reviews of existing policies.
  • Quote premium rates for property and automobile and lifestyle products of insurance.
  • Prepare and bind applications of insurance.
  • Daily use of Power Broker computer management program.
  • Daily use of PSI - Partner solutions
  • Regular use of E-sertifi electronic signature program
  • Regular use of Excel, Word and Outlook.
  • Regular use and comfortable using company portal processing software - specific to Aviva, Intact (Contact), Definity (Guidewire).

Receptionist

A. McAfee & Associates Insurance Brokers Ltd.
03.2002 - 10.2004
  • Greeted incoming customers at the front desk.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Confirmed appointments, communicated with the client and updated records.
  • Answered central telephone system and directed calls accordingly.
  • Sorted, received and distributed mail correspondence between departments and personnel.
  • Processed renewal and invoices using TAM - The Agency Manager software program.

Education

CAIB Level 2 - undefined

RIBO
Toronto, ON
12.2017

CAIB Level 1 - undefined

RIBO
Toronto, ON
04.2017

RIBO Licence Level 1 - undefined

RIBO
Toronto, ON
03.2004

Business Management Diploma - undefined

Humber College
Etobicoke, ON
12.2001

High School Diploma - undefined

Gravenhurst High School
Gravenhurst, ON
06.1999

Skills

Communication

Timeline

Personal Lines Underwriter

Optimum Insurance Group
02.2024 - Current

Registered Insurance Broker

Muskoka Insurance Brokers Ltd.
11.2004 - 02.2024

Receptionist

A. McAfee & Associates Insurance Brokers Ltd.
03.2002 - 10.2004

CAIB Level 2 - undefined

RIBO

CAIB Level 1 - undefined

RIBO

RIBO Licence Level 1 - undefined

RIBO

Business Management Diploma - undefined

Humber College

High School Diploma - undefined

Gravenhurst High School
Amy Frankish