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.