Kelly MORAN

Personal Lines Insurance Processor & Broker

Experienced in delivering comprehensive service and support for personal insurance clients.

Summary:

Detail-oriented and customer-focused insurance professional with 5 years of experience in personal lines insurance. Studied for and completed my CAIB designation while employed here. Proven expertise in processing new applications, policy changes, renewals, and endorsements, while delivering exceptional service and ensuring compliance with industry standards. Skilled in liaising with underwriters, negotiating with carriers, and guiding clients through coverage options to best suit their individual needs.

Key Responsibilities:

• Processed and maintained personal lines policies including auto, home, renters, umbrella, and recreational vehicles.

• Provided accurate quotes, bound coverage, and issued policies in accordance with carrier guidelines and underwriting requirements.

• Reviewed and processed endorsements, renewals, cancellations, reinstatements, and billing inquiries with accuracy and timeliness.

• Maintained up-to-date knowledge of carrier guidelines, Provincial regulations, and industry changes to ensure compliance.

• Utilized agency management system (SIG) to manage client data, documentation, and communications.

• Collaborated with producers and underwriters to ensure a smooth application and policy servicing process.

Administrative position for one employer, part time, 2008 to 2019

Summary

• Managed and controlled the expenses on 6 (from the ground) single home constructions, which includes anything from spreadsheet production to filing taxes)
• Managed database information for the same employer, a mortgage broker company, and acted as a mortgage underwriter and office administrator. Took applications, submit information via online portal, pull credit bureaus, and prepare all admin docs for clients. Submitted abstracts, insurance forms, loan documents and tax receipts, as well as communicate with lawyers to close deals.

I am very comfortable with most computer and database programs and am well versed in both phone and face to face communications. Privacy and confidentiality are extremely important in this field.

Nova Scotia Nominee Program which was sponsored by the NS Government.

Summary

• Well versed with rules and regulations of Canadian immigration, and picked up many valuable interview and administrative skills.
• Responsible for taking applications, collecting, organizing and filing applications for potential immigrants, and eventually preparing them for their NS Government interviews. Attention to detail was of upmost importance, as one small administrative error could change the future of an entire family. During this period I learned all the basic office/computer skills (spreadsheets, typing, proper communication etiquette etc)

This employment opportunity was my first foray into the office atmosphere.

Managed a very successful downtown restaurant/bar. I was in charge of hiring, scheduling, payroll, and day to day management of The Argyle Bar and Grill in Halifax. i had worked for 10 plus years in the industry before being hired as manager here. This job requires dedication, patience and organization.