Diana Graham
Shelburne,ON
Summary
Dynamic Insurance professional with a proven track record in the insurance industry, excelling in financial management and operational reporting. Recognized for streamlining processes, enhancing decision-making through detailed analysis, and fostering team collaboration. Adept at utilizing advanced Excel skills to drive efficiency and improve client satisfaction.
Known for strong collaborative efforts and delivering consistent results in dynamic environments. Skilled in Marketing, Quotes and renewal processes.
Overview
20
20
years of professional experience
Work History
Financial Analyst
GroupQuest Benefits Solutions
05.2014 - 09.2025
- Provide Quote/Marketing support for group up to 50 employees
- Collect, organize, and prepare client information for presentation to insurance carrier underwriters
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Prepare proposals, process sales documents, prepare client ready reports and documents
Manager, Client Services
GroupHealth Global
06.2005 - 04.2013
- Led cross-functional teams to enhance operational efficiency and drive project success.
- Developed and implemented strategic initiatives to improve overall business performance.
- Streamlined processes, resulting in significant time savings and resource optimization.
- Mentored staff to foster professional growth and ensure high-quality output.
- Facilitated training sessions to enhance team capabilities and operational knowledge.
- Managed and motivated employees to be productive and engaged in work.
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial management
- Financial statement analysis
- Variance analysis
- Excellent attention to detail
- Flexible team player
- Advanced computer skills
- Data analysis
- Documentation skills
- Report preparation
- Strong organization
- Compiling data
- Data inputting
- Database management
- Due diligence
- Administrative support
Timeline
Financial Analyst
GroupQuest Benefits Solutions
05.2014 - 09.2025
Manager, Client Services
GroupHealth Global
06.2005 - 04.2013
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