BENJAMIN ODAMTTEN
Toronto,ON
Summary
Experienced paralegal and insurance professional with over 5 years in client satisfaction and system optimization. Proven track record in data analysis and CRM, achieving a 15% productivity increase. Skilled in process improvement, Microsoft Office, Salesforce, and project management software. Focused on innovative solutions and operational excellence in client relations and wealth management.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Inforce Manager
Tompkins Insurance Services Ltd.
08.2023 - 09.2025
- Updating CRM systems, achieving a notable 15% boost in productivity.
- Led the process improvement project that saved 200 hours annually & improved policy reporting accuracy by 15%.
- Enhance cash value strategies, improving client financial
- Conducted in-depth reviews of CRM data, identifying opportunities that resulted in substantial improvements in productivity.
- Fostered strong partnerships with advisors by sharing insights on cash value strategies, significantly improving client financial outcomes. Coordinate in-force illustrations orders, judge/analyze dividend scale scenarios, and premium durations accordingly.
- Data Entry & Posting:Entering financial data and transactions into ledgers and computerized accounting systems.
- Journal Entry Preparation:Accurately preparing and posting specific journal entries, such as those for accruals, prepaids, and investments.
Inforce Specialist|New Business Coordinator
Financial Horizons
09.2019 - 08.2023
- Cultivated strong Advisor relations, enhancing satisfaction and trust.
- Coordinated project timelines, ensuring timely completion and quality delivery.
- Supported Advisors with detailed monthly reports for board meetings.
- Communicated effectively with board members, ensuring alignment on priorities.
- Resolved Advisors concerns promptly, improving overall operational experience.
- Streamlined project timelines, achieving on-time completion and maintaining high-quality standards across all initiatives.
Client Experience Specialist
AIG Insurance Company of Canada
01.2019 - 09.2019
- Process policy renewals, ensuring accurate data entry and compliance with procedures.
- Evaluate requests from underwriting and client services, making informed decisions.
- Coordinate policy renewals with brokerages, manage deposits, and oversee billing.
- Enhanced operational efficiency by streamlining policy management processes.
- Utilized analytical skills to improve decision-making and client satisfaction.
- Evaluated underwriting requests, applying data-driven insights to support informed decision-making and minimize risk exposure.
Condominium Manager
Gold-view Property Management Inc.
04.2017 - 01.2019
- Lead team to enhance claims processing, improving turnaround and client satisfaction.
- Implement client system for accurate data and proactive policyholder engagement.
- Analyze policy trends to improve risk strategies, boosting underwriting efficiency.
- Cultivate stakeholder relationships for effective communication and project success.
- Guide junior staff, fostering collaboration and performance improvement.
- Facilitated communication between residents and management, fostering a supportive community atmosphere and enhancing overall tenant engagement.
Education
Paralegal Studies
Seneca @York University
Skills
- Insurance specialization Risk assessment Client relations and consulting Process enhancement Underwriting expertise Data analytics Policy management Workflow efficiency Cross-functional project leadership
Languages
English
Full Professional
Certification
Affiliation with the Law Society of Ontario-CLASS P1 LICENSE #P13462
Timeline
Inforce Manager
Tompkins Insurance Services Ltd.
08.2023 - 09.2025
Inforce Specialist|New Business Coordinator
Financial Horizons
09.2019 - 08.2023
Client Experience Specialist
AIG Insurance Company of Canada
01.2019 - 09.2019
Condominium Manager
Gold-view Property Management Inc.
04.2017 - 01.2019
Paralegal Studies
Seneca @York University
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