Jodie Wenham
Rockwood,ON
Summary
Over 10 years experience in customer service and office administration.
4 years experience in Accident Benefits.
Extensive knowledge in preparing presentations and reports, account verification and invoice preparation, and scheduling of appointments.
Work well within a team and independently.
Fast learner and works well under pressure.
Licensed insurance agent.
Overview
17
17
years of professional experience
Work History
Property/ Casualty Insurance Agent
Desjardins General Insurance Group
Mississauga
04.2012 - Current
- Provide auto and home insurance and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques
- Customize client's existing type and amount of coverage based on analysis of their current circumstances to meet their needs
- Managed over 20 customer calls per day
- Exceeded sales targets
- Adhere to confidentiality guidelines - use available resources and accurate information
Accident Benefits/ Property Casualty Coordinator
Claimspro Inc
Mississauga
01.2010 - 03.2012
- Responsible for arrangements of insurer examinations, telephone contact with vendors, claimants and examiners as instructed by adjuster liaise with clients, insured individuals, and/or vendors in absence of handling adjuster
- Responsible for Accounts Receivable across the GTA
- Responsible for Interim and final billings on accident benefit files
- Reformatting Property/ Casualty reports and transcribing statements
- Working knowledge of Ontario Statutory Accident Benefits Schedule (SABS) including forms and timelines
Accident Benefits Coordinator
Crawford & Company
Toronto
01.2009 - 01.2010
- Process Treatment Plans OCF-18/ OCF-22 Application for Approval of an Assessment or Examination forms approvals and denials
- Set-up and schedule Insurer's Examinations via telephone and e-mail
- Update payment reserves on Aviva General System and process invoice payments on client's systems (Aviva)
- Prepare and sort medical documents for insurer's examinations
- Set-up new claims and tasks assignments on Claim Management System (CMS)
- Process all OCF Forms as per Statutory Accident Benefits Schedule (SABS) timelines
Data Entry Clerk
Discovery legal
Mississauga
01.2008 - 01.2009
- Providing litigation support and document management services to law firms and corporations across Canada
- Completed data entry tasks with accuracy and efficiency.
- Scanned documents and saved in database to keep records of essential organizational information.
- Objective coding to extract relevant data from documents
- Analyze document content and summarize - Assisting with electronic document discovery
Office Administrator
Physique Rehab & Wellness Clinic
Brampton
01.2006 - 01.2008
- Reception duties
- Operated switchboard, photocopying, faxing, filling, typing reports and greeting clients -
- Scheduled daily appointments and books client referrals, pre-employments, HEP shots and same day injuries
- Arranged client files and prepared for mediation
- Prepared billing invoice for WSIB, MVA and private patients and collections
Education
Grade 12 Diploma -
St. Thomas Aquinas Secondary School
Skills
- Communication
- Time management
- Adaptability
- Interpersonal skills
- Attention to detail
- Work Ethic
- Problem-solving
- Leadership
- Skilled in MS Office
Timeline
Property/ Casualty Insurance Agent
Desjardins General Insurance Group
04.2012 - Current
Accident Benefits/ Property Casualty Coordinator
Claimspro Inc
01.2010 - 03.2012
Accident Benefits Coordinator
Crawford & Company
01.2009 - 01.2010
Data Entry Clerk
Discovery legal
01.2008 - 01.2009
Office Administrator
Physique Rehab & Wellness Clinic
01.2006 - 01.2008
Grade 12 Diploma -
St. Thomas Aquinas Secondary School
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