David Hall
Rothesay
Summary
I've been working full term in the insurance industry for just under two years, with seasonal experience for four consecutive summers. I'm looking to move my career in the financial sector to the field of accounting, and I believe Beers and Neals to be the perfect first step, in this journey.
Overview
6
6
years of professional experience
Work History
Insurance Advisor Level 1
Brokerlink Insurance
02.2022 - 11.2023
- I advised clients on personal lines (home and auto) insurance
- This included reporting claims, writing new policies and policy changes
- I worked with Applied systems, Excel, and company portals from insurance providers such as Intact, Economical, and Wawanesa
- As a broker, I was tasked with learning the underwriting rules of each insurance company we worked with
Office Administrator
Carnaghan Thorne Insurance
03.2022 - 02.2023
- I managed the reception area and was the first line of contact for phone calls and walk in clients
- I organized mail
- I took payments, and counted cash each day
- I transacted new policies, endorsements, and cancellations
- I reviewed each new download, hundreds of downloads each day
- I checked each renewal to ensure it was correct, and would be delivered to the client in a timely matter
Counting Supervisor
Western Inventory Service
12.2020 - 09.2021
- I was responsible to organizing inventories, for retail, convenience, and grocery stores
- I worked directly with the store owners, their staff, and WIS staff to insure each count was as accurate and efficient as possible
- I researched each store, managed the data, verified the accuracy, and programmed our counting machines
- I was also responsible for transportation
Reservation Agent
Cloud5 Communications
06.2020 - 10.2020
- I was part of the third party contract with the Motel 6 chain
- This included booking rooms, providing info about each hotel, and canceling reservations
- The position was work from home/remote
Office Administrator
W. W. Thorne Insurance
06.2017 - 06.2020
- This was a seasonal job, from May-June, while I was in university
- I managed the reception area, sorted documents, and worked on data management projects, such as cleaning up files after a system changeover (TAM to Epic)
Education
Bachelor of Arts - Double Major of Psychology And Sociology
University of New Brunswick
Saint John, NB05.2020
Skills
- Canadian Accredited Insurance Broker Level III
- Applied Systems (Epic/Applied Rating)
- Microsoft Office
- Organization
- Data Management
- Customer Service
Timeline
Office Administrator
Carnaghan Thorne Insurance
03.2022 - 02.2023
Insurance Advisor Level 1
Brokerlink Insurance
02.2022 - 11.2023
Counting Supervisor
Western Inventory Service
12.2020 - 09.2021
Reservation Agent
Cloud5 Communications
06.2020 - 10.2020
Office Administrator
W. W. Thorne Insurance
06.2017 - 06.2020
Bachelor of Arts - Double Major of Psychology And Sociology
University of New Brunswick
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