Summary
Overview
Work History
Education
Skills
References
Languages
Concert Addict, Music Junkie
Timeline
Hi, I’m

Lisa Smith

Medical Underwriter
Kleinburg ,ON
Lisa Smith

Summary

Hardworking and passionate job seeker with strong organizational skills eager to secure an Account Manager position. I am certain that with my passion for making sure that the customer is feeling like they are priority, that I am the perfect match person for this position and I am ready to help the team achieve company goals.

Overview

5
years of professional experience

Work History

Sun Life Financial

Intermediate Group Medical Underwriter
07.2023 - Current

Job overview

  • Analyze medical, personal, and financial information to evaluate eligibility for applications submitted for Life, Critical Illness and LTD Insurance products
  • Assess and classify risk
  • Gather additional information, obtain medical tests, or refer cases as required
  • Approve cases within authority limit
  • Submit cases exceeding limits to be co-signed.

Canada Life Assurance Company

Intermediate Group Medical Underwriter
05.2022 - 04.2023

Job overview

  • Medical underwriting, administrating, and communicating evidence of insurability on applicants for life, disability, dental, health care and critical illness under Group insurance plans
  • Reviewing files and making Underwriting decisions based on specified criteria
  • Requesting additional information to provide Senior Medical Underwriters with needed information to be able to make an informed decision.

Canada Life Assurance Company

Tele-Underwriter
09.2020 - 05.2022

Job overview

  • Responding to inbound calls and outbound call requirements in a timely manner
  • Obtaining medical information by conducting comprehensive telephone interviews for Group and Creditor customers requesting Life, Disability and Critical Illness Insurance as well as Healthcare and Dental Insurance
  • Maintaining professionalism and confidentiality through difficult conversations
  • Utilizing and accessing a variety of symptoms to record answers to medical questions i.e
  • AS/400 (WAF), AURA, Access, Microsoft Word, Microsoft Excel
  • Participate in regular call quality reviews and receive ongoing training in order to enhance the customer experience.

Mackenzie Health Hospital

02.2019 - 12.2019

Job overview

  • Registration Volunteer
  • Greeted patients and assisted with inquiries and appointment registration with empathy
  • Assisted patients with maneuvering through kiosk content while utilizing superior customer service skills
  • Guided patients to the correct Patient Assistance Area if assistance from Patient Access Representative was required
  • Assisted with the overall flow of the registration process to ensure expedited service.

Mackenzie Health Hospital

02.2019 - 12.2019

Job overview

  • Medical Affairs Volunteer
  • Grew email subscriber list by over 3,000 regarding the opening of the new Mackenzie Vaughan Hospital in less time than projected
  • Compiled an email database used by all Medical Affairs staff to keep track of doctors’ contact information.

Mackenzie Health Hospital

02.2019 - 12.2019

Job overview

  • Geriatric Outreach Team Volunteer
  • Created a database with over 100 senior resources for York Region seniors to access
  • Prepared patient folders
  • Assisted with Data Collection/Quality Control Assurance Pilot Projects with Microsoft Office.

Glam Goes Green and Rise and Shine Naturals (Spa, Retail Store and Product Line)

Owner/Operator
03.2017

Job overview

  • Founded and managed all features of business, including customer service, esthetician, accounting, inventory management, sales, marketing, staffing, and training.

Education

Seneca College of Applied Arts and Technology

Certificate from Loma FLMI Level 1: Insurance Fundamentals

University Overview

Diploma from Office Administration Health Services

University Overview

Diploma from Computer Programming & Operating

University Overview

from California Telehealth – Telehealth Coordinator Training

University Overview

from Canadian Beauty College

University Overview

Medical Masters Certificate from Medical Esthetician

University Overview

Skills

The gift of being a people person

Exceptional organization, prioritization and multi-tasking skills

Avid interest and above knowledge in music

Expertise in MS Office Outlook, Word, Excel

References

References
available upon request

Languages

English
Native or Bilingual

Concert Addict, Music Junkie

Concert Addict, Music Junkie

I am well versed in live venus as well as travel for festivals and shows in general. I attend shows such as Kendrick Lamar to Metallica and beyond. Take all my money......Most recently I just attended Power Trip in Palm Springs and endured 108 degree heat wearing all black in the sun to see legends. I am no different than when I was a teenager backstage with Metallica. I have many friends in the music industry and have never fully followed my passion. I believe I would be an amazing asset to Live Nation, I had three friends forward this job posting to me. 

Timeline

Intermediate Group Medical Underwriter
Sun Life Financial
07.2023 - Current
Intermediate Group Medical Underwriter
Canada Life Assurance Company
05.2022 - 04.2023
Tele-Underwriter
Canada Life Assurance Company
09.2020 - 05.2022
Mackenzie Health Hospital
02.2019 - 12.2019
Mackenzie Health Hospital
02.2019 - 12.2019
Mackenzie Health Hospital
02.2019 - 12.2019
Seneca College of Applied Arts and Technology
Certificate from Loma FLMI Level 1: Insurance Fundamentals
Diploma from Office Administration Health Services
Diploma from Computer Programming & Operating
from California Telehealth – Telehealth Coordinator Training
from Canadian Beauty College
Medical Masters Certificate from Medical Esthetician
Owner/Operator
Glam Goes Green and Rise and Shine Naturals (Spa, Retail Store and Product Line)
03.2017

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Lisa SmithMedical Underwriter