Chris Wilson

• Evaluated business and individual customer needs and financial situations to propose individualized policy recommendations.
• Carried out administrative tasks such as handling policy renewals, maintaining records and collecting insurance payments.
• Stayed up-to-date with industry trends and regulations, ensuring accurate and relevant advice provided to clients.

Underwriting Assistant - STA UW Controls Feb 2023-Jan 2024

• Provided direct support to UW Controls team by handling various control files.
• Handled more than 100 complex files daily within SLA and completed all activities assigned in timely manner.
• Performed various transactions which are complex by reviewing and correcting GIAC transactions.
• Worked closely on UW Controls such as Residential Inspections, Principal and Occasional driver forgone and reimbursements, MLD-MVD forgone and reimbursements, VIN Error files, Gender-DOB Error assignments and UBI delinquency controls.
• Work closely with senior underwriters, claims teams, and other GIAC to ensure seamless communication and accurate policy issuance.
• Ensure accurate and timely documentation of underwriting decisions, risk assessments, and control activities.
• Assist in evaluating insurance applications and policies, including policy renewals ensuring all required information is accurate and complete.
• Stay updated on industry trends, regulatory changes, and underwriting best practices to ensure high-quality work and continuous learning.

• Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills
• Offered advice and assistance to customers, paying attention to special needs or wants
• Answered telephone inquiries on banking products including checking, savings, loans.

• Educated customers about the online banking and self service options
• Coordinated with various divisions and departments in servicing of routine banking transactions
• Analyzed customer profiles to identify appropriate products and provide value-added approaches to client issues
• Adhered to established security procedures and reported potential fraud.

• Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service
• Enhanced productivity by staying on top of call scripts and maintaining control over direction of conversations
• Answered over 70 calls per day to meet fast-paced call centre demands
• Defused customer concerns with exceptional conflict and problem resolution skills.