Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Ashley Wright

Halifax,NS

Summary

Organized and dependable professional, successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Strong background in pattern recognition, problem solving and our companies software. Seeking to join the collaborative and detail oriented Operations Department as an Operations Analyst, where I hope to make a positive impact with my experience while also learning new skills.

Overview

5
5
years of professional experience

Work History

TDI

Insurance
04.2019 - Current

TDI CST - 6 Month Contract Through Temp Agency

Adeco
04.2019 - 11.2019
  • Maintained high standards of customer service by building relationships with clients.
  • Calculated premiums and established payment methods for sales.
  • Sent clients insurance documents upon request.
  • Maintained above target LEI
  • Warm transferred clients to licensed agents for sales opportunities.
  • Worked on off-line projects regarding My Insurance

Western Insurance Agent

TDI
11.2019 - 02.2021
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Maintained high standards of customer service by building relationships with clients.
  • Identified potential risks in client businesses and recommended appropriate insurance coverage.
  • Educated clients on insurance policies and procedures.
  • L.E.I SME for our team

FLEX Advisor

TDI
02.2021 - Current
  • Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales.
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Worked with a small team to test run GPS 4.4.2 prior to hard launch. Provided feedback on bug issues & suggested workarounds.
  • Met with an HR representative over the course of 6 months to advise on how EWD/Basements are rated in our system & provided GPS insights on how that process looks.
  • Monitored changes in our insurance UW manual to stay compliant with relevant laws, regulations and risk appetite.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • L.E.I SME for our team. Runnings bi-weekly/Monthly blast days and working with my TM to award TD Appreciate point to team members for engagement.

UW Risk Event- Servicing Auto Generated Activities

TDI
03.2021 - 06.2021
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Exceeded daily expectations on completed files per day with 100% accuracy.
  • Resolved or escalated problem tickets to resolve user issues.
  • Collaborated with upper management to drive strategy and implement new processes.

Private Client Advise Insurance Agent STA

All Stars Recipient 2022
08.2022 - 02.2023
  • Developed and maintained strong relationships with clients to maximize satisfaction.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Communicated with Account Managers regarding their clients needs & set up meetings for resolve.
  • Reviewed policies for Renewal: Confirmed RRC remained above $1.5m, No negative presence online for our client, ensured prem increase on renewal remained inside our legal threshold & adjusted when needed. then organized all my finding into the clients folder for the AM to finalize.
  • Researched leads for new business & appraised potential properties for square footage, then passing along findings to senior management.
  • OB Calls to clients to update them on their account managers new communication information when our internal phone systems changed.

UW- Complex Risk Event Team Member

TDI
02.2023 - Current
  • Analyzed data and recorded problematic trends showing up across various policies. Forwarded findings & suggestions on resolve to my project manager for review.
  • Updated tracking spreadsheets for process monitoring and reporting.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility. Exceeds daily expectations for files completed, while maintaining very high accuracy.
  • Developed and maintained courteous and effective working relationships.
  • Identified issues, analyzed information and provided solutions to problems.
  • Worked effectively in fast-paced environments. Often working on multiple projects per day, and across a national scope.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Met with actuaries to help resolve capping, threshold issues and incorrect ratings by implementing overrides in the system.
  • Called our clients to clarify changes in risk, or communicate necessary changes to policies.

Education

ECE Level 1 - Early Childhood Education - Infant And Toddler

Cumberland College
Melfort, SK
03.2019

Skills

  • Client Relationship Management
  • Works well with others
  • Communication
  • Fast Learner
  • Organized & Time Management
  • Proficient in TDI operating systems & procedures
  • Critical-thinking & problem solving
  • Analysis

Awards

  • Legendary award winner 2021
  • All Stars recipient 2022
  • Spotlight winner 2023

Timeline

UW- Complex Risk Event Team Member

TDI
02.2023 - Current

Private Client Advise Insurance Agent STA

All Stars Recipient 2022
08.2022 - 02.2023

UW Risk Event- Servicing Auto Generated Activities

TDI
03.2021 - 06.2021

FLEX Advisor

TDI
02.2021 - Current

Western Insurance Agent

TDI
11.2019 - 02.2021

TDI

Insurance
04.2019 - Current

TDI CST - 6 Month Contract Through Temp Agency

Adeco
04.2019 - 11.2019

ECE Level 1 - Early Childhood Education - Infant And Toddler

Cumberland College

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