ELEANOR KUN
Bowmanville,ON
Summary
Analytical Underwriter and CIP candidate with over five years of insurance and management experience, with expertise in property and casualty insurance, as well as life and living benefits. Gifted in evaluating risk and loss potential and developing information for new and renewal policies.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Underwriter/Customer Experience Representative
Onlia Insurance
Toronto, ON
04.2023 - Current
- Reviewing applications from clients for new business to provide approval or denial of application
- Preparing and issuing cancellation notices to clients and interest parties for new business and renewal.
- Documenting underwriting decisions and provided evidence of compliance with applicable regulations.
- Analyzing, actioning, managing and relaying results of underwriting reports relating to listed drivers, identified flags for business and commercial use, and individual and organized fraud.
- Collating information from data team to action new business applications and upcoming renewals.
- Collaborating with customer service and underwriting team to facilitate understanding of and adherence to underwriting guide, policies, workflows and procedures.
- Identifying opportunities to improve underwriting processes to ensure transparency with client, efficiency and compliance with filed rules.
- Assisting in educating new underwriting team members on essential job functions, contributing to their successful onboarding and integration into the team.
- Liaising with claims and special investigations team to resolve file discrepancies and review documentation to aid in claims decisions.
Senior Insurance Account Manager/Office Manager
Dina Constantinou Desjardins Insurance and Financial Inc
02.2019 - 04.2023
- Collecting information from clients to complete new business applications for P&C, Commercial Lines and Life/Living Benefits
- Conducting mid-term and annual renewal policy reviews to ensure client eligibility and accurate rating criteria met
- Implementing a client-based, holistic approach to perform needs reviews and find opportunities to gain additional business
- Collaborating with team members and overseeing agent, to create and monitor plans to reach productivity targets
- Liaising with senior underwriting team to navigate complex risks and negotiate on behalf of client
- Monitoring quality of information reports, identifying areas for development and communicating feedback to individual team members
- Independently secured total of over $2 million in new business premium during term with agency
- Screening candidates, and providing on-boarding training with continuous developmental opportunities to new team members
- Held various roles within the organization including Team Lead and Office Manager as seen fit for the needs of the agency.
Financial Services Specialist
The Co-operators Pickering
09.2020 - 09.2021
- Meeting and exceeding monthly sales and service goals, for P&C, life insurance and commercial business insurance
- Liaising with underwriters, claims adjusters and financial specialists on behalf of clients
- Acting as front line underwriter to collect application information, document files and bind policies.
Instructor Therapist
1to1 Therapy Services Markham
05.2018 - 01.2019
- Implementing principles of ABA to effectively change socially significant behaviours
- Working one-on-one with children diagnosed with autism spectrum disorder and/ or other developmental disabilities, in home, clinic and daycare settings
- Liaising with BcBAs, speech language pathologists, occupational therapists and physical therapists to provide multidisciplinary treatment.
Teaching Assistant
Carleton University Ottawa
05.2017 - 05.2018
- Entering data for student grades given time sensitive deadlines
- Providing support for forensic, personality, industrial/organizational and addictions psychology courses
- Grading assignments and exams
- Collaborating with professors to create coursework and exams
- Organizing and scheduling make up exams and feedback sessions with students.
Client Care Center Representative/ Appointment setter
Dilawri Automotive
01.2016 - 10.2017
- Receiving and making high volume of inbound and outbound calls in call center/client care center environment
- Booking appointments with high level of detail, using ERA database software and multiple other databases
- Meeting and exceeding daily, weekly and monthly sales targets
- Appropriately handling, de-escalating and advancing customer concerns and complaints.
Key Holder
Things Engraved Ottawa
10.2014 - 01.2016
- Providing exemplary and efficient customer service
- Independently opening and closing of store
- Meeting and exceeding individual and company sales targets
- Programming and using engraving machine in fast paced, high volume environment.
Education
Bachelor of Arts - Honours Psychology
Carleton University
05.2018
Arts and Science -
John Abbott College
Montreal04.2014
GED -
King Ecgbert Secondary School
Sheffield, England05.2012
Skills
- Risk Assessment
- Documentation Review
- Agent support
- Analyzing data
- Underwriting guidelines
- Application Review
- Coverage Determination
- Policy renewal
Accomplishments
- CIP designation in progress; courses completed:
-C11: Principles and Practice of Insurance
-C12: Common Law Insurance on Property
-C14: Ontario Automobile Insurance - Part 1
- Identified total of 140 linked accounts associated with fraudulent activity, and actioned accordingly, resulting in prevention of over $200,000 in claims losses.
- Trained total of five underwriting interns and trainees.
Certification
- OTL, 08/2019
- CIP in progress
References
References available upon request
Languages
English
Native or Bilingual
Timeline
Underwriter/Customer Experience Representative
Onlia Insurance
04.2023 - Current
Financial Services Specialist
The Co-operators Pickering
09.2020 - 09.2021
Senior Insurance Account Manager/Office Manager
Dina Constantinou Desjardins Insurance and Financial Inc
02.2019 - 04.2023
Instructor Therapist
1to1 Therapy Services Markham
05.2018 - 01.2019
Teaching Assistant
Carleton University Ottawa
05.2017 - 05.2018
Client Care Center Representative/ Appointment setter
Dilawri Automotive
01.2016 - 10.2017
Key Holder
Things Engraved Ottawa
10.2014 - 01.2016
Bachelor of Arts - Honours Psychology
Carleton University
Arts and Science -
John Abbott College
GED -
King Ecgbert Secondary School