Andrea Grieves
Calgary,AB
Summary
Mature and dependable person successful at managing multiple priorities with a positive attitude. Surety underwriter with experience in financial analysis, risk management, and underwriting processes and procedures.
Overview
22
22
years of professional experience
Work History
Surety Underwriter, Contract Surety
Trisura Guarantee Company
2022.10 - Current
- Maintain and develop a portfolio of 100+ Contract Surety accounts
- Conduct financial analysis to assess risk
- Establish and retain strong working relationships with broker partners
- Attend broker &/or client meetings - in person or virtual
- Support business growth and client development through attending industry events
- Business travel as required
Surety Underwriter, Contract and Commercial Surety
The Sovereign General Insurance Company
2018.11 - 2022.10
- Develop and maintain a portfolio of Contract and Commercial Surety accounts
- Conduct financial analysis to assess risk
- Establish and retain strong working relationships with broker partners
- Attend broker &/or client meetings - in person or virtual
- Support business growth and client development through attending industry events
- Business travel as required
Surety Underwriting Assistant
The Sovereign General Insurance Company
2013.03 - 2018.01
- Email correspondence with brokers; bond requests, underwriting information, general surety inquiries
- Data Entry; financial statements, new submissions, client file maintenance, contract status reports, periodicals
- Bond Premium; quote, invoice & process, monthly service fees
- Accounting; month-end balancing, premium discrepancies
- Maintain professional relations with brokers, co-workers, and surety industry contacts
Account Receivables, Direct Bill Administrator & Broker Bill Reconciliation Analyst
The Sovereign General Insurance Company
2010.03 - 2013.03
- Telephone and email inquiries from brokers, insureds, underwriters, and branches
- Daily review and post payments, verify and confirm accuracy of payments and billing statements
- Direct bill - balance deposits, issue refund cheques, issue cancellation documents
- Reconcile broker accounts - investigate discrepancies, monthly Direct Bill write-offs
Account Payables, Administrative Assistant
Petro-Reef Resources Ltd.
2008.09 - 2010.01
- Code, post and enter payables, sort and file backup, prepare and mail cheques, receive and distribute mail, emails, faxes, and couriers to appropriate staff, manage office stationery and supplies, answer phones and greet guests, prepare boardroom for Director's meetings, various documents and office projects
Legal Assistant
Leland Kimpinski LLP
2005.02 - 2006.02
- Type dictation correspondence, prepare legal documents, maintain client files, file, fax, and client billings, open and close files, occasional reception coverage, and receipt of client telephone calls in absence of the lawyers.
Legal Assistant / Receptionist / Record keeping
Rask & Company Law Office
2004.01 - 2005.01
- Reception, answering multiple phone lines, incoming and outgoing mail, receipt and distribution of incoming faxes, opening files, handling of courier documents, bank deposits for Trust and General accounts, and Court Run
- Record keeping; account receivables, account payables, monthly bank reconciliations, GST/PST remittances, G/L Invoices, collection of accounts, issuance and distribution of staff pay cheques, and preparation of legal documents and correspondence.
Legal Assistant / Receptionist
Wardell Driedger Cotton Rodgers
2002.01 - 2004.01
- Type dictation correspondence, prepare and maintain legal documents, client files, filing, client billing, open and close files, and receipt of client telephone
- Reception; multiple phone lines, incoming and outgoing mail, receipt and distribution of incoming faxes, opening and closing files, incoming and outgoing courier documents, bank deposits for Trust and General accounts, maintenance of office supplies.
Education
Associate Canadian Surety Bonding - ACSB Designation -
University of Toronto, School of Continuing Studies
Online Studies01.2017
Various CIP Courses -
The Insurance Institute of Canada
Calgary, ABSaskatchewan Legal Procedures and Documentation course -
Saskatoon Business College
Saskatoon, SK2003
Bachelor of Arts - Social Work - Degree Incomplete
University of Saskatchewan
Saskatoon, SK01.1999
Skills
- Surety and Insurance industry knowledge
- Professional attitude
- Strong organizational skills and detail oriented
- Adheres to new concepts, policies and procedures
- Open to learning and development opportunities
- Self-Directed
- Excellent Communication
- Multitasking Abilities
- Critical Thinking
- MS - Word, Excel, Outlook, Teams
Timeline
Surety Underwriter, Contract Surety
Trisura Guarantee Company
2022.10 - Current
Surety Underwriter, Contract and Commercial Surety
The Sovereign General Insurance Company
2018.11 - 2022.10
Surety Underwriting Assistant
The Sovereign General Insurance Company
2013.03 - 2018.01
Account Receivables, Direct Bill Administrator & Broker Bill Reconciliation Analyst
The Sovereign General Insurance Company
2010.03 - 2013.03
Account Payables, Administrative Assistant
Petro-Reef Resources Ltd.
2008.09 - 2010.01
Legal Assistant
Leland Kimpinski LLP
2005.02 - 2006.02
Legal Assistant / Receptionist / Record keeping
Rask & Company Law Office
2004.01 - 2005.01
Legal Assistant / Receptionist
Wardell Driedger Cotton Rodgers
2002.01 - 2004.01
Associate Canadian Surety Bonding - ACSB Designation -
University of Toronto, School of Continuing Studies
Various CIP Courses -
The Insurance Institute of Canada
Saskatchewan Legal Procedures and Documentation course -
Saskatoon Business College
Bachelor of Arts - Social Work - Degree Incomplete
University of Saskatchewan
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