Experienced Insurance Professional with extensive customer service background
Overview
28
28
years of professional experience
Work History
Healthcare Claims Advisor
Aviva Insurance Company of Canada
10.2023 - Current
Provide exceptional customer service by addressing client concerns and keeping them informed throughout the claims process.
Review claim documents to determine benefit eligibility
Coordinate necessary treatment to facilitate recovery
Determine need for various assessments required throughout claims process
Negotiate settlements where appropriate to ensure reasonable and timely resolution of claims
provide support to junior staff when needed
participate in training and initiatives to streamline processes
Team Lead, Group Disability
Co-operators Life Insurance Company
09.2018 - 10.2023
Role: coach, mentor and support a team of 6 disability case managers
Review and authorize claim decisions and provide constructive feedback to case managers
Support Quality Assurance staff with assistance in training and audits
Implement strategies to meet corporate goals for client service and case manager productivity
Interact successfully with brokers, sales and underwriting
Work with Risk Management Consultants and Legal department when required to participate in Examinations for Discovery
Disability Case Manager
Co-operators Life Insurance Company
03.2016 - 09.2018
Role: adjudicate and manage Early Intervention/Short Term/Long Term disability claims throughout the claim life cycle with focus on timely closures
liase with rehabilitation case managers and employers to coordinate successful return to work programs
utilize various assessments to identify functional abilities & transferable skills
Disability Claims Specialist
Medavie Blue Cross
06.2008 - 03.2016
Role: Adjudication and management of Short and Long Term Disability claim files
Assist in training and mentoring of junior staff members
Senior Casualty Claims Representative
ING Insurance Company of Canada (now Intact Insurance)
04.2002 - 06.2008
Role: Management of Accident Benefit Claim files by telephone
Investigated, documented and settled medical and disability claims
Collaborated with claimants, lawyers, rehabilitation consultants, independent adjusters and treating providers throughout life of claim
Assisted in file audits and mentoring/training of junior staff
Assisted in setting up Early Intervention treatment programs with approved vendors
arranged various seminars with service providers (ie-massage therapists, chiropractors, physiotherapists, occupational therapists, and rehabilitation professionals)
Handled litigation files and attended discoveries and mediations as required
Field Claims Representative
The Co-Operators
08.1997 - 04.2002
Role: Management of Accident Benefit Claim files within assigned territory
Investigated, documented and settled medical and disability claims in the field
Met with claimants in their own environment to gather information and guide them through the claims process, coordinated treatment and returns to work
Collaborated with lawyers, rehabilitation professionals and treatment providers throughout life of the claim to reach successful resolutions/settlements
Education
Advanced CIP Designation - Insurance
Insurance Institute of Canada
11-2025
BUILD Leadership training program - undefined
01.2018
Certificate in Rehabilitation Benefits Administration - undefined
Seneca College
01.2008
Chartered Insurance Professional Designation - Insurance
Insurance Institute of Canada
01.1994
Skills
Self-motivated, goal oriented, ability to prioritize
Able to multi-task in fast paced environment
Organized, analytical, detail oriented
Works well alone or in groups
Skilled in training, communication and negotiation
Excellent working relationships with internal peers, clients and outside service providers
Qualified for General Adjuster’s license for NB, NL and PEI
Timeline
Healthcare Claims Advisor
Aviva Insurance Company of Canada
10.2023 - Current
Team Lead, Group Disability
Co-operators Life Insurance Company
09.2018 - 10.2023
Disability Case Manager
Co-operators Life Insurance Company
03.2016 - 09.2018
Disability Claims Specialist
Medavie Blue Cross
06.2008 - 03.2016
Senior Casualty Claims Representative
ING Insurance Company of Canada (now Intact Insurance)
04.2002 - 06.2008
Field Claims Representative
The Co-Operators
08.1997 - 04.2002
BUILD Leadership training program - undefined
Certificate in Rehabilitation Benefits Administration - undefined
Seneca College
Advanced CIP Designation - Insurance
Insurance Institute of Canada
Chartered Insurance Professional Designation - Insurance
General Liability Litigated Claims Specialist at Zurich American Insurance CompanyGeneral Liability Litigated Claims Specialist at Zurich American Insurance Company