Elliot Robertson
Winnipeg,MB
Summary
Experienced insurance professional offering proven track record of working with customers to achieve solutions and drive responsible company growth. Skilled in networking with industry professionals to build lead pipeline and increase client base.
Overview
8
8
years of professional experience
Work History
Senior Commercial Insurance Underwriter
Federated Insurance
06.2019 - Current
- Promoted from Associate Underwriter to Underwriter to Senior underwriter within noted time period for strong performance and exceeding goals.
- Examine insurance proposals and collect background information to assess a variety of risks for both P&C and Auto insurance.
- Built strong relationships with agents by offering ongoing support and guidance throughout the underwriting process.
- Collaborated with agents to negotiate competitive pricing, ensuring client satisfaction and retention.
- Provided comprehensive training by developing training materials and presenting to team members to enhance their skills and drive performance.
Commercial Credit Analyst
The Bank of Nova Scotia
01.2017 - 06.2019
- Managed a diverse portfolio of commercial loans, consistently meeting or exceeding performance targets.
- Met clients to gather information to identify cross-sell opportunities and prepare credit proposals to submit to loan committees for approval
- Presented credit structures and financing proposals to clients.
- Improved loan portfolio quality by conducting thorough financial statement analysis and risk assessments.
- Enhanced customer relationships through effective communication, timely responses, and providing tailored financial solutions.
Individual Insurance Underwriter
Great West Life
05.2016 - 01.2017
- Improved risk assessment accuracy by conducting thorough investigations and evaluating insurance applications.
- Monitor and maintain multiple application files
- Order and review medical and financial requirements, including doctor's reports, laboratory results, corporate financial statements, and personal tax returns
- Formulate decisions based on information received and issue policies.
- Enhanced customer satisfaction through timely communication and effective negotiation of policy terms.
Education
Canadian Risk Management Designation
Chartered Insurance Professional Designation
01.2023
Bachelor of Commerce Honors - Leadership and Business Generalist
Asper School of Business - University of Manitoba
Winnipeg, MB01.2016
Skills
- Risk Assessment
- Microsoft Office Suite
- Relationship Building
- Problem-solving
- Organizational Skills
- Communication
- Financial Acumen
- Key Account Management
volunteer experience
- Salvation Army, Store Volunteer, 2015-01-01, 2016-06-01
- Scotia Young Professionals Association, Treasurer, 2018-01-01, 2019-06-01
Timeline
Senior Commercial Insurance Underwriter
Federated Insurance
06.2019 - Current
Commercial Credit Analyst
The Bank of Nova Scotia
01.2017 - 06.2019
Individual Insurance Underwriter
Great West Life
05.2016 - 01.2017
Canadian Risk Management Designation
Chartered Insurance Professional Designation
Bachelor of Commerce Honors - Leadership and Business Generalist
Asper School of Business - University of Manitoba
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