JAMES POUNTNEY
Angus,Canada
Summary
Analytical and forward-thinking professional with a proven track record in leading and influencing operational strategy to achieve departmental success. Expertise in identifying opportunities for measurable improvement, streamlining processes, and fostering a culture of continuous enhancement across teams and systems. Committed to driving impactful change and delivering results that align with business objectives.
Overview
12
12
years of professional experience
Work History
Commercial Auto Underwriter
DESJARDINS
06.2024 - Current
- Managed commercial auto account portfolio, adhering to guidelines and exercising underwriting autonomy.
- Analyzed risk exposure to inform decision-making processes.
- Collaborated with agents and internal teams to develop customized coverage solutions.
- Identified growth opportunities, enhancing overall portfolio performance.
- Ensured compliance with underwriting standards and industry regulations.
- Leveraged data-driven insights for accurate risk selection and pricing strategies.
- Mentored junior underwriters, offering technical guidance and support.
Personal Lines Underwriter
DESJARDINS
04.2022 - 06.2024
- Applied underwriting criteria to evaluate and process personal lines applications.
- Identified risks and proposed mitigation strategies while ensuring profitable underwriting decisions.
- Developed and maintained strong relationships with agents and internal stakeholders.
- Supported agents with expertise in risk evaluation and product knowledge.
- Improved workflow efficiency through process optimization and effective task management.
Property and Casualty Insurance Agent
DESJARDINS
09.2018 - 04.2022
- Provided customized insurance solutions tailored to individual client needs.
- Reviewed and processed policy applications, collaborating with underwriters for timely completion.
- Managed a high volume of inbound and outbound calls to qualify prospects and close sales.
- Recommended appropriate coverage options using strong product knowledge and consultative techniques.
Customer Service Representative
TD CANADA TRUST
09.2013 - 04.2018
- Delivered exceptional customer service while executing a wide range of financial transactions.
- Promoted financial products and services aligned with customer goals.
- Ensured accuracy and compliance with bank operating policies and security procedures.
Education
Advanced Diploma - Business Management
Seneca College
Toronto, ONSkills
- Risk assessment and analysis
- Underwriting expertise
- Relationship management
- Policy negotiation and evaluation
- Communication effectiveness
- Detail orientation
- Time management and multitasking
- Proficiency in MS Office
Languages
English
HOBBIES
Sports, Traveling, Technology, Podcasts, Hiking
Timeline
Commercial Auto Underwriter
DESJARDINS
06.2024 - Current
Personal Lines Underwriter
DESJARDINS
04.2022 - 06.2024
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