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
Toronto03-2025
Chartered Insurance Professional Designation(H)
Insurance Institute of Canada
Toronto, ON12-2023
BBA - Business
University of Prince Edward Island
Charlottetown, PE05-2014
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