Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

MATTHEW KELLY

Summerside,PE

Summary

Dedicated and highly motivated insurance professional with a proven track record in risk analysis and profitability enhancement. Renowned for building trust with our members, exceptional customer service, and effective communication. I adeptly manage complex workloads and ensured compliance with evolving regulations, contributing to significant underwriting success and organizational goals.

Overview

11
11
years of professional experience

Work History

Underwriter

PEI Mutual Insurance Company
Summerside, Prince Edward Island
10.2024 - Current
  • Provide Service Agents with risk analysis to drive profitability.
  • Utilized Underwriter authority to correspond with corporate risk appetite and strategy.
  • Conduct site inspections to ensure valuation accuracy and compliance with building costs and codes.
  • Conducted risk assessments for Commercial, Residential, and Farm policyholders; identifying coverage gaps and recommending policy enhancements.
  • Evaluated large and complex Reinsurance risks to mitigate underwriting loss.
  • Maintained knowledge of changing regulations and guidelines in the insurance industry.

Office Agent

PEI Mutual Insurance Company Summerside
Summerside, PE
02.2022 - 10.2024
  • Build trusting relationships with our policyholders, staff, and community stakeholders
  • Proactively managed new and existing member coverage
  • Visit member's properties and conduct policy reviews to ensure coverage is up to date
  • Support and assist Service Agents with Risk Management
  • Trained in Residential, Commercial, Farm, and Fishing coverages
  • Verify the integrity of Agent's change endorsements on a weekly basis.

Accounting Technician

PEI Mutual Insurance Company
Summerside, PE
04.2017 - 02.2022
  • Executed monthly bank reconciliations with precision
  • Managed accurate Payroll weekly
  • Reconciled GL accounts on a bi-weekly basis
  • Calculated Service Agent's Commissions on a weekly basis
  • Processed policy endorsement charges and refunds

Accounting Technician

Finance PEI
Charlottetown, Prince Edward Island
06.2014 - 06.2016
  • Maintained financial records, including accounts receivable and payable and Adagio general ledger.
  • Conducted month-end closing activities, including journal entries and account reconciliation.
  • Generated monthly financial statements and reports for Account Managers.
  • Created spreadsheets detailing principal and interest paid amounts for tax filings.
  • Assisted the Finance Officer with maintaining the Eco Energy Program.
  • Trained in "The Exceptional Assistant" software.

Education

Appraisals And Technology

Insurance Institute of Canada
Toronto
03-2025

Chartered Insurance Professional Designation(H)

Insurance Institute of Canada
Toronto, ON
12-2023

BBA - Business

University of Prince Edward Island
Charlottetown, PE
05-2014

Skills

  • Excellent Customer Service
  • Quick to learn
  • Effective Communication & Interpersonal Skills
  • Detail Oriented & Organized
  • Underwriting & Risk Assessment
  • Policy Review & Compliance
  • National Building Codes and Practices
  • Property appraisals

References

Faustina Murray

Underwriting Supervisor for PEI Mutual Insurance Company 

Summerside, PE  902-436-2185  

Melissa Rennie 

Finance Officer for Finance PEI

Charlottetown, PE  902-569-7677

Timeline

Underwriter

PEI Mutual Insurance Company
10.2024 - Current

Office Agent

PEI Mutual Insurance Company Summerside
02.2022 - 10.2024

Accounting Technician

PEI Mutual Insurance Company
04.2017 - 02.2022

Accounting Technician

Finance PEI
06.2014 - 06.2016

Chartered Insurance Professional Designation(H)

Insurance Institute of Canada

BBA - Business

University of Prince Edward Island

Appraisals And Technology

Insurance Institute of Canada

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