Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

James Pountney

Newmarket,ON

Summary

Detail-oriented Personal Lines Underwriter focused on reducing risks while promoting services and increasing division revenue. Well-versed in personal lines products. Skillful analyzing, evaluating and reporting on all decisions with accuracy and efficiency. Over 5 years of experience in Insurance.

Overview

11
11
years of professional experience

Work History

Personal Lines Underwriter

Desjardins
04.2022 - Current
  • Identified possible risks and recommended solutions.
  • Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
  • Supported agents with subject matter expertise in risk evaluations.
  • Implemented effective risk mitigation strategies, reducing exposure to potential losses while maintaining a balanced portfolio.
  • Maintained up-to-date knowledge of industry trends and regulatory changes, ensuring compliance in all underwriting activities.
  • Conducted comprehensive risk assessments, effectively minimizing potential losses for the company.
  • Improved client satisfaction by promptly addressing inquiries and providing accurate information on insurance policies to their front line agents.

Property and Casualty Insurance Agent

Desjardins
09.2018 - 04.2022
  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Handled approximately 35 outbound and inbound sales-related calls per day to qualify individuals interested in purchasing insurance coverage.

Customer Service Representative

TD Canada Trust
09.2013 - 04.2018
  • Accurately completed transactions such as withdrawals, deposits, bill payments and establishing a customer relationship
  • Provided substantial customer service and focusing on customers current and future financial needs
  • Applied bank/branch operating policies and procedures, as well including opening and closing procedures.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Provided primary customer support to internal and external customers.
  • Recommended products to customers, thoroughly explaining details.

Education

Advanced Diploma - Business Management

Seneca College
Toronto, ON

Skills

  • Flexible and Adaptable
  • MS Office
  • Active Listening
  • Multitasking Abilities
  • Excellent Communication
  • Teamwork and Collaboration
  • Attention to Detail
  • Underwriting guidelines

Languages

English

Timeline

Personal Lines Underwriter

Desjardins
04.2022 - Current

Property and Casualty Insurance Agent

Desjardins
09.2018 - 04.2022

Customer Service Representative

TD Canada Trust
09.2013 - 04.2018

Advanced Diploma - Business Management

Seneca College

Similar Profiles

CREATE PROFILE
James Pountney