Jacquelyn N. Groen
Windsor
Summary
To obtain a rewarding career where my skills and knowledge can be utilized to their greatest potential, while delivering exceptional customer service and demonstrating operational excellence.
Overview
21
21
years of professional experience
Work History
Underwriter
Allstate Canada
06.2024 - Current
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Made approval and denial recommendations by determining accurate risk levels.
- Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
- Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
Accident Benefits - Minor Injury Claims Adjuster
Allstate Canada
04.2022 - Current
- Investigate, evaluate and manage Ontario MIG Accident Benefit claims.
- Gather and analyze relevant information, such as medical records and statements.
- Determine the appropriate amount of benefits to be paid to claimants.
- Maintain accurate and detailed records of claim activities and decisions.
- Review and approve/deny treatment plans and invoices in HCAI.
- Review Applications for Accident Benefits (OCF-1) as well as other Accident Benefit documents (OCF-2, OCF-3, etc.) As well as, write and mail Explanation of Benefits to claimant.
- Work with insurance adjuster systems, such as AssistPlus, AllDocs, and Smart Simple.
- When appropriate, use Davis Martindale and BDO calculators to review and issue Income Replacement Benefits.
Ontario Insurance Broker – Personal Lines, Service Account Specialist
NFP Canada
02.2021 - 04.2022
- Remarket policies for clients, including cross-selling new lines of business, for retention purposes and to maintain client satisfaction within the brokerage.
- Work with multiple insurance carriers to provide the best insurance rate possible for our clients.
- Assist clients with billing and payment.
- Quote clients in Applied Rating Services and within multiple carrier portals.
- Provide courtesy calls to clients when quotations have been requested.
- Created and maintained a professional relationship with multiple underwriters from different insurance carriers.
- In charge of own administration work, making sure that all emails letters and documents are delivered to the client/broker in a correct and timely manner.
- Answer phones and assist clients through the Mitel soft phone system.
- Pulled and reviewed MVR and Autoplus reports, for remarketing purposes.
- Have been assigned special tasks for the brokerage, including roll-over projects.
Ontario Insurance Broker – Personal Lines, Service Account Specialist
Hub International/Cypher Systems Group
04.2015 - 02.2021
- Underwrite and activate both, home and automobile policies.
- Work with multiple insurance carriers to provide the best insurance rate possible for our clients.
- Assist clients with billing and payment options.
- Service, review and amend current home and automobile policies.
- Compose and provide a confirmation of insurance for dealerships and lawyers offices.
- Answer phones and assist clients through Cisco telephone system.
- Provide knowledgeable claims counseling, as well as descalate and assist client any complaints.
- Work in several different online insurance portals including, TAM, Aviva and Intact.
- Trained and call shadowed new brokers. Teaching them how to use our internal systems, as well as quality expectations and procedures within the brokerage.
Rental / Long Term Care Administrative Assistant/Receptionist
Motion Specialties Home Health
08.2013 - 04.2015
- Entering rental and long-term care orders in the computer system
- Work with EPICORE and SYVTECH
- Running monthly reports, Data entry
- Dispensing rental and long-term care orders
- Communicating with insurance companies and WSIB
- Managing inventory and maintaining accurate records
- Preparing quotes for clients
- Calling, interacting with clients, and managing the phone system
Barista / Shift Supervisor
Starbucks Coffee Company
06.2004 - 08.2013
- Running and managing the store
- Key holder and money management
- Serving and conducting transactions with customers
- Preparing beverages of quality for customers, quickly and efficiently
- General store maintenance and inventory management
- Safety and security specialist and Learning coach
Attendant Service Personal Support Worker
Assisted Living Southwestern Ontario
03.2011 - 01.2013
- Assisted in the distribution of medication / Documentation
- Performed light housekeeping and preparation of meals
- Aided consumers with acts of daily living, including feeding and daily nutrition
- Transferred consumers with the use of specialized lifts
- Performed continuing compassionate care
- Assisted in palliative care
Education
Chartered Insurance Professional - Insurance
Insurance Institute of Canada
Registered Insurance Broker - Ontario License
Cypher Systems Group
Windsor, ON01.2015
Diploma - Medical Office Assistant and Administration
Trios College Business, Technology, & Health Care
Windsor, ON01.2013
Diploma - Personal Support Work
St. Clair College of Applied Arts and Technology
Windsor, ON01.2011
Diploma - Early Childhood Education
Stratford Career Institution
Correspondence01.2010
Ontario Secondary School Diploma - undefined
Kennedy Collegiate Institute
Windsor, ON01.2003
Skills
- Trained in Microsoft Office, Excel, Teams, One Note, Outlook, and Internet Explorer
- Experience working in multiple insurance portals such as Aviva, Intact, Hagerty, etc
- Able to work with and navigate multiple insurance programs such as TAM, Epic Pivotal and Applied Rating Service
- Experience with underwriting and Knowledgeable in the OAP1, insurance terminology and rules
- Punctual and responsible
- Excellent communication skills
- Good problem-solving skills, well organized
- Proficient with Medical Transcription, Records Management, Practice Management software, Billing, Scheduling & Time Management
- Over ten years of Customer Service Experience
- Able to work well independently or as a productive team member
Languages
English
Native or Bilingual
Timeline
Underwriter
Allstate Canada
06.2024 - Current
Accident Benefits - Minor Injury Claims Adjuster
Allstate Canada
04.2022 - Current
Ontario Insurance Broker – Personal Lines, Service Account Specialist
NFP Canada
02.2021 - 04.2022
Ontario Insurance Broker – Personal Lines, Service Account Specialist
Hub International/Cypher Systems Group
04.2015 - 02.2021
Rental / Long Term Care Administrative Assistant/Receptionist
Motion Specialties Home Health
08.2013 - 04.2015
Attendant Service Personal Support Worker
Assisted Living Southwestern Ontario
03.2011 - 01.2013
Barista / Shift Supervisor
Starbucks Coffee Company
06.2004 - 08.2013
Registered Insurance Broker - Ontario License
Cypher Systems Group
Diploma - Medical Office Assistant and Administration
Trios College Business, Technology, & Health Care
Diploma - Personal Support Work
St. Clair College of Applied Arts and Technology
Diploma - Early Childhood Education
Stratford Career Institution
Ontario Secondary School Diploma - undefined
Kennedy Collegiate Institute
Chartered Insurance Professional - Insurance
Insurance Institute of Canada
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