Michael Neuman
1106 - 10011 116 St, Edmonton,AB
Summary
Seasoned insurance professional with a strong understanding of the claims process and underwriting guidelines. Detail-oriented team player with excellent organizational skills. Ability to handle multiple files simultaneously with a high degree of accuracy.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Broker: Personal, Commercial and Farm
Direct-Line Insurance
07.2020 - Current
- Relied upon to review accuracy of broker activities, reducing errors with coaching
- Submitted first notice of loss for customers
- Liaised with claim departments on complex losses to aide adjusting claims
- Reviewed claim submissions for accuracy and timely resolution by adjustors
- Quickly learned new programs and underwriting guidelines without errors
- Negotiated premium and commercial risk selection with underwriting
- Applied analytical skills to implement underwriting guidelines and regulations
- Cultivated strong relationships with clients, brokers and underwriters
- Provided concise explanations on coverage or why a claim is not covered
Farmer: Beef and Hay
Self Employed
10.2018 - 06.2020
- Stepped in to help operate my family’s small farm when my father was injured
- Strong technical aptitude to learn how to repair machinery
- Self-motivated to effectively direct my own work schedule
Insurance Trainer
Belairdirect Insurance (formerly Canadian Direct)
11.2015 - 09.2018
- Co-created Belairdirect’s new hire training program, reducing training by 3 weeks
- Quickly converted Canadian Direct Insurance staff to Belairdirect
- Facilitated license training, increasing pass rates to over 80%
- Led weekly meetings with managers on procedures, reducing common errors
- Created new accounting system training program for Western Canada
- Managed new hire groups in their first month, resulting in increased productivity
Trainer and Quality Control Supervisor
Canadian Direct Insurance
02.2012 - 11.2015
- Managed the quality control team with ongoing coaching
- Trained and directed the de-escalation team with monthly coaching sessions
- Redesigned de-escalation training, resulting in less customer complaints
- Worked with underwriting and claims on training for common losses, reducing E&O claims.
- Audited scores and resolved disputes, resulting in higher underwriting accuracy
- Created and managed monthly coaching schedules for 50 employees
- Designed new workflows to reduce agent errors and increase sales results
Senior Insurance Advisor: Level 2
Canadian Direct Insurance
06.2010 - 02.2012
- Coached new agents and team members struggling to meet their goals
- Regularly acted as a supervisor to answer complex agent questions
- Resolved complaints with advanced underwriting and communication skills
- Consistently had the highest quality assurance scores in the office
Education
CIP Courses: C11, C14, C39, C120, C130, C131
Licenses: Alberta Level 2 General Insurance
Concordia University, Montreal, QC
Sociology Courses
Skills
- Detail oriented
- Active listening and conflict resolution skills
- Relate technical terms with examples
- Analytical and decision-making skills
- Strong organizational, time and multi-tasking skills
- Superior customer service skills
- Team player
- Underwriting and claims knowledge
- Microsoft Office: Word, Excel, PowerPoint
Education
C11, C14, C39, C120, C130, C131, Alberta Level 2 General Insurance license
Languages
English
Certification
- Licensed [Job Title] - [Timeframe]
Timeline
Senior Broker: Personal, Commercial and Farm
Direct-Line Insurance
07.2020 - Current
Farmer: Beef and Hay
Self Employed
10.2018 - 06.2020
Insurance Trainer
Belairdirect Insurance (formerly Canadian Direct)
11.2015 - 09.2018
Trainer and Quality Control Supervisor
Canadian Direct Insurance
02.2012 - 11.2015
Senior Insurance Advisor: Level 2
Canadian Direct Insurance
06.2010 - 02.2012
CIP Courses: C11, C14, C39, C120, C130, C131
Licenses: Alberta Level 2 General Insurance
Concordia University, Montreal, QC
Sociology Courses
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