Michelle A. Wilson
Burlington,ON
Summary
Dedicated and detail-oriented professional with a proven track record in time management, task prioritization, and coordination. Exceptional communicator adept at both written and verbal interactions. Known for a strong work ethic, reliability, and teamwork. Demonstrates meticulous attention to detail and excels in administrative tasks. Possesses strong problem-solving abilities and analytical skills. Proficient in Microsoft Office Suite and adaptable to learning new software tools essential for role requirements.
Overview
21
21
years of professional experience
Work History
Municipal Lines - Underwriting Support
Intact Public Entities
05.2023 - 03.2024
- Responsible for production of documents such as renewals, reports, and endorsements
- Gathered and emailed documents to brokers in a timely manner
- Maintained a high level of accuracy to consistently exceed department service standards
- Created Property Premium breakdowns where required
- Corrected policy information and verified documentation in accordance with company compliance
- Issued large volumes of Certificates of Insurance for the insured
- Produced reports utilizing various sources of information for the underwriting team
- Written policy letters and invoices to brokers
- Utilizing internal electronic filing system, retained all documentation and correspondence in an organized fashion
Administrative Assistant
YMCA of Hamilton | Burlington | Bradford
06.2019 - 01.2023
- Coordinated PD Days, Breaks, and multiple After-School program registrations at once, while remaining organized and focused, updating company database in an efficient and accurate manner
- Reviewed admission applications and requests for changes, ensuring completeness and accuracy while also contacting customers directly for additional information or clarification where required
- Ensured supporting documentation is on file to ensure government license requirements are met with respect to program capacity, child/caregiver ratios and individual health requirements
- Safeguarded Private & Confidential client information while updating company databases and ensuring documents are properly secured
- Resolved challenging customer concerns including billing inquiries, program capacity, behavior and parental concerns in a courteous and professional manner, offering solutions or suggestions and making necessary corrections within my authority
- Prioritized and managed workflow, demonstrating flexibility and adaptability, and ensured both efficiency and quality are achieved within strict deadlines
- Utilized Excel pivots for attendance, individual billing schedules and reconciliation of accounts with government subsidies
- Provided written correspondence including response to customer inquiries, internal correspondence, and subsidy verification to families, colleagues and outside agencies
Commercial lines - Account Coordinator
Travelers Canada
Oakville, Ontario
03.2014 - 11.2018
- Company Overview: Oakville, Ontario
- Performed daily workflow tasks and prioritized duties in an efficient manner and giving a timely response, to questions and service needs
- Provides a positive resolution to any problems that arose and trained staff on workflow role within the department
- Processed new submission sent in by email, entered RTM system and electronically filed to be analyzed, by Underwriter
- Declined submission sent by Underwriter via email processed into RTM system and electronically filed and created and sent emails explaining the reasoning for decline to brokers
- Entered MVRs into MVR Data base and forward any new convictions, suspensions or cancellations to underwriters that would affect insured policy
- Verify the changes against information on PMS system
- Ordering report on various web sites to give critical information on policies to make sure were still meeting, company standards
- Dun & Bradstreet, ICPB Claims, CTS, Mapping software
- Creating reports on processing standards and workflow changes in new business
- Setting up renewal list and distributed to management and coworkers to maintain 90 days prior to renewal, production standard
- Sorting and organizing endorsements and add to current policies
- Pulling policy information upon request for Underwriters
- Distributing incoming documentation from broker to appropriate assistants and Underwriters
- Worked on special projects, provided input in workflow to assist managers in any changes in processing standards
- Oakville, Ontario
Underwriting Support Representative
Dominion of Canada
Oakville, Ontario
01.2003 - 01.2014
- Company Overview: Oakville, Ontario
- Sorted and filed quote and policy information
- Organized and distributed mail to Underwriters, Assistants and department Managers
- Sorted, checked policy documents and distribute to assistants to match to files
- Assembled policy document and mailed to our brokers and insured
- Collected cheques, logged and sent to accounting
- Logged new submissions into RTM system, that were sent in by mail, fax or email
- Received and entered Individual rated automobile policy into PMS system and verifying information to Underwriter
- Prepared Eclipse (automated quotation system) policies, obtaining relevant claim reports forwarding to underwriter
- Searched for files assistants and underwriters
- Prepared renewal by checking claims and mapping location and entering on notepad in RTM system of each policy
- Made monthly reports on new business and quotation activity
- Oakville, Ontario
Education
IFIC Operations Certificate -
Interior Design Diploma -
Sheridan College
Business Certificate - Marketing, Accounting, Small Business Management
Mohawk College
Volunteer Experience
- RRSP Committee Chairperson, Organized stress relieving events during RRSP season.
- Social Committee member, Helping with special events for charity.
- Coordinator, Produced graphic design program for AIC Choir Scrap Cancer - raising money at Scrapbooking event.
Timeline
Municipal Lines - Underwriting Support
Intact Public Entities
05.2023 - 03.2024
Administrative Assistant
YMCA of Hamilton | Burlington | Bradford
06.2019 - 01.2023
Commercial lines - Account Coordinator
Travelers Canada
03.2014 - 11.2018
Underwriting Support Representative
Dominion of Canada
01.2003 - 01.2014
IFIC Operations Certificate -
Interior Design Diploma -
Sheridan College
Business Certificate - Marketing, Accounting, Small Business Management
Mohawk College
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