Lona Palonen
Newcastle,ON
Summary
Dynamic Senior Insurance Underwriter with Desjardins, skilled in risk assessment and regulatory compliance. Expertly implemented underwriting guidelines, enhancing decision-making processes and training new team members. Proven ability to analyze claims data for risk trends, driving process improvements and fostering strong customer relationships.
Overview
37
37
years of professional experience
Work History
Senior Insurance Underwriter
Desjardins
Aurora, Ontario
08.1988 - Current
- Evaluated insurance applications to assess risk and ensure policy compliance.
- Collaborated with agents to clarify underwriting requirements for accurate assessments.
- Implemented underwriting guidelines to standardize decision-making processes.
- Maintained detailed records of policyholder information and underwriting decisions.
- Trained new underwriters on company procedures and best practices.
- Reviewed claims data to identify trends indicating potential risk factors.
- Coordinated with departments to streamline customer application processing.
- Ensured adherence to all applicable laws and regulations in underwriting activities.
Education
Chartered Insurance Professional - Insurance
Insurance Institute of Canada
01-2000
Travel And Tourism Certification - Travel And Tourism
Travel And Tourism
01-1996
High School Diploma -
Wexford C.I.
06-1988
Skills
- Risk assessment and policy evaluation
- Underwriting guidelines
- Claims analysis
- Regulatory compliance
- Customer relationship management
- Data analysis
- Team training
- Process improvement
Affiliations
- Travel and Tourism Certification
- Certified Wedding Planner
References
References available upon request.
Timeline
Senior Insurance Underwriter
Desjardins
08.1988 - Current
Chartered Insurance Professional - Insurance
Insurance Institute of Canada
Travel And Tourism Certification - Travel And Tourism
Travel And Tourism
High School Diploma -
Wexford C.I.
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