BETTY THOMPSON

• Evaluate insurance applications to determine risk and coverage eligibility.
• Analyze applicant data using underwriting software for accurate decision-making. Thoroughly review policy documents before issuance, ensuring accuracy and conformance to approved standards.
• Recognized as a high performer for consistently exceeding case volume targets assigned to underwriters. During a high-demand quarter, selected as one of the few underwriters to handle bulk policy renewals, helping the organization meet service level standards.
• I have achieve 100% on annual performance reviews for three consecutive years, consistently meeting all organizational standards and expectations.
• Collaborate with agents to clarify information and address underwriting queries.
• Actively participate in projects that add value to the organization, e.g volunteered and joined the newsletter publication team for the organization, contributing to internal communication and employee engagement amongst many others.
• Reduce claim losses by applying expert knowledge in identifying potential risks and setting appropriate premiums. Providing brokers with strategic tips and best practices to help prevent losses and improve risk management.
• Negotiating favorable terms with clients, balancing risk and reward effectively.

• Guide clients to optimize successful lead generation, conversion, and other marketing campaigns on Facebook, Instagram, and various social media platforms with an allocated budget.
• Analyze metrics of the previous marketing campaign funnels to recommend better solutions and support the clients in achieving their advertising goals
• Examine and provide suggestions to clients regarding their target audience and help them to create new audiences based on the data analysis.
• Providing constant support and resources to optimize clients' campaigns and reduce their cost per result.

• Delivered solutions, risk evaluations, and financial guidance to over 30 TD customers daily.
• Identified each customer's needs by providing legendary customer service which led to an increase in customer satisfaction in Q4 2020.
• Met and exceeded all formalized sales targets for Q4 2020 and Q1 2021 by constantly outperforming peer averages.
• Reduced risks associated with the bank by properly authenticating each customer and verifying customer information.
• Assisted customers who were victims of Fraud by researching and launching formal investigations through the Loss Prevention department.
• Provided daily assistance for any credit card procedure TD’s customers required like Balance of Account Transfers, Product Transfers, and Payment Protection Plan.