Professional underwriting support specialist, ready to contribute to high-performing team. Expertise in assisting with policy underwriting, ensuring compliance, and managing documentation. Known for collaborative approach, adaptable to changing priorities, and commitment to achieving results. Brings strong analytical skills and attention to detail.
Overview
13
13
years of professional experience
Work History
Underwriting Assistant & Claims
TriPoint Insurance Underwriting Inc.
06.2022 - Current
Conducted thorough risk assessments to determine policy eligibility and ensure accurate underwriting decisions.
Provided administrative support in the underwriting process, including data entry and document management.
Collaborated with underwriters to gather necessary information for evaluating insurance applications.
Facilitated communication between clients and underwriters, addressing inquiries and providing updates.
Client Service Broker
Arthur J. Gallagher & Co.
03.2019 - 05.2022
Managed commercial insurance portfolio with over 250 policies
Super User assisting with implementing of new corporate workflow
Met with corporate clients to assess needs and assist Vice-President with risk management
Maintained a one hour turn around time on replies to clients
Client Service Assistant
BFL CANADA Risk and Insurance Services Inc.
01.2016 - 03.2019
Earned RIBO Level 1 license
Built strong rapport with clients by prioritizing customer service
Consistently and efficiently met tight deadlines in high volume, high pressure environment
Managed the issuance of insurance certificates for clients within a two hour turnaround time
Assessed certificate requirements for clients with cross border and international operations
Reformatted existing document templates to make them more user friendly, while maintaining corporate branding requirements and compliance regulations
Oversaw conversion of the Small Business Unit to a paperless filing system helping to reduce costs and increase ease of access to documents
Team Lead
Canada Post
07.2012 - 10.2015
Lead team from lowest completion rate to completing our section before deadline and assisting other teams to make deadline
Provided reconciliation before bank deposit is completed
Known for superior writing skills in reports, emails and appeal letters
Lead team to maintain the lowest rate of error on project
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