Karen Taylor
Burlington,ON
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
26
26
years of professional experience
Work History
Personal Lines Assistant
Donnell Insurance Brokers
Burlington, ON
02.2014 - 03.2023
- Maintained up-to-date knowledge of industry regulations and trends, ensuring compliance and competitiveness within the market.
- Collaborated with underwriters to ensure accurate pricing and coverage for clients.
- Conducted thorough policy reviews, identifying opportunities for upselling additional coverage options.
- Optimized workflows within the team by implementing time-saving strategies that increased overall efficiency.
- Supported sales team with detailed policy information, aiding in the acquisition of new clients.
- Ensured accuracy of policy data entry, minimizing errors that could impact coverage or billing details.
- Checked documentation for accuracy and validity on updated systems.
- Made contact with insurance carriers to discuss policies and individual patient benefits.
- Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.
- Posted payments to accounts and maintained records.
- Processed and recorded new policies and claims.
- Modified, updated and processed existing policies.
- Determined appropriateness of payers to protect organization and minimize risk.
Personal Lines Account Manager
Donnell Insurance Brokers
Burlington, ON
06.2012 - 02.2014
- Managed a diverse book of business with attention to detail and accuracy, ensuring proper documentation was maintained for each account.
- Exceeded performance metrics consistently by efficiently managing workload and prioritizing tasks based on urgency and complexity levels.
- Led training sessions for new hires, contributing to the development of skilled personal lines account managers within the company.
- Assisted clients with policy changes, ensuring accurate adjustments were made to meet their specific needs.
- Improved client retention by providing exceptional customer service and addressing policy inquiries in a timely manner.
- Conducted comprehensive policy reviews for clients, identifying gaps in coverage and recommending appropriate solutions.
- Provided ongoing support to colleagues experiencing higher workloads due to staff absences or fluctuations in business demands.
- Developed strong relationships with underwriters, effectively negotiating coverage options and rates on behalf of clients.
- Increased overall productivity by streamlining administrative tasks such as processing endorsements, cancellations, and billing inquiries.
Office Manager
DJT Truck & Trailer Repair/DJT Tire
Burlington, ON
01.1997 - 03.2012
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Office Assistant
Dycon Roof Consultants
Burlington, ON
05.2006 - 04.2008
- Maintained confidentiality in handling sensitive information while performing administrative tasks.
- Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
- Facilitated smooth operations by efficiently handling incoming mail, phone calls, and visitor inquiries.
- Expedited document processing with accurate data entry and timely filing.
- Supported executive staff with well-prepared reports, presentations, and meeting materials.
Education
Marketing Diploma - 2 Year Program - Marketing
Sheridan College Institute of Technology And Advanced Learning
Oakville, None06-1991
High School Diploma -
M.M. Robinson High School
Burlington06-1989
Skills
- Sales support
- Policy administration
- Multi-tasking
- Confidentiality
- Teamwork and collaboration
- Customer service
- Reliability
- Active listening
- Adaptability and flexibility
- Microsoft office
- Computer proficiency
- Documentation skills
- Data entry
- Self motivation
Languages
English
Full Professional
Timeline
Personal Lines Assistant
Donnell Insurance Brokers
02.2014 - 03.2023
Personal Lines Account Manager
Donnell Insurance Brokers
06.2012 - 02.2014
Office Assistant
Dycon Roof Consultants
05.2006 - 04.2008
Office Manager
DJT Truck & Trailer Repair/DJT Tire
01.1997 - 03.2012
Marketing Diploma - 2 Year Program - Marketing
Sheridan College Institute of Technology And Advanced Learning
High School Diploma -
M.M. Robinson High School