NORDIA A. REIVERS
Regina,SK
Summary
I am a committed professional with over fifteen (15) years of experience in the life insurance industry. My strengths include (but are not limited to) relationship building, portfolio management and excellent communication skills. I am seeking a position that maximizes utilization of my education, work experience and abilities to achieving company goals and personal development.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Conexus Credit Union
Regina, SK
01.2023 - Current
- Perform timely and valuable interactions with members to determine their specific needs, ensuring a superior member experience.
- Ensure accurate matching of member needs with appropriate referrals.
- Recognize and manage risks within the scope of the Credit Union's and members' risk appetite.
- Provide expertise, knowledge, and feedback to support individuals, teams, projects, and initiatives within the organization.
- Continuously applying critical thinking skills to identify areas for enhanced efficiencies.
Claims Adjudicator
Sagicor Life Jamaica Limited
Kingston, Jamaica
03.2021 - 07.2021
- Handled a high volume of claims and adjudicated them in an accurate and timely manner.
- Developed and implemented procedures to ensure accuracy and compliance with regulations.
- Made decisions regarding eligibility and benefits in accordance with established policies and procedures.
- Collaborated with the legal team on complex claims.
- Researched and evaluated claims to ensure accuracy and completeness.
Client Service Representative
Sagicor Life Jamaica Limited
Kingston, Jamaica
11.2016 - 03.2021
- Researched solutions using available resources including internal databases and external sources.
- Developed strong relationships with clients through friendly interactions and problem-solving abilities.
- Reviewed and resolved client concerns and issues, researching relevant details and clearly communicating solutions.
- Engaged in conversation with clients to understand needs, resolve issues, and answer product questions.
- Coordinated with internal teams to ensure timely and successful delivery of solutions according to client needs.
- Provided clients with tailored financial and insurance recommendations.
- Managed the processing of disbursements, both manually and electronically.
- Updated system software with all customer interactions and prepared monthly report for team leads.
New Business Clerk
Sagicor Life Jamaica Limited
Kingston, Jamaica
03.2006 - 11.2016
- Verified that all applications comply with underwriting criteria and escalated cases to higher authorities when required.
- Confirmed the accuracy of application information by comparing it with system records and completing relevant screens.
- Compiled weekly production and activity reports for Branch Manager's meeting with agents.
- Provided general assistance to financial advisors by supplying information on clients' portfolios and returned incomplete applications in a timely manner to aid in the pursuit of compensation goals.
- Provided administrative support by preparing client spreadsheets, screening applications for reinstatement, and ensuring that entries are made to the electronic system.
- Calculated premiums for various types of policies based on individual risks.
- Reviewed and evaluated insurance applications to determine risk acceptability, coverage limits, and pricing.
- Developed processes and procedures for evaluating high-risk applicants.
- Evaluated policy changes requested by customers for accuracy and completeness.
Education
Post Grad Certificate - Financial Services
Saskatchewan Polytechnic
Moose Jaw, Saskatchewan12.2022
Bachelor of Science - Human Resource Management
University of the West Indies
Kingston, Jamaica05.2020
Skills
- Relationship Building
- Portfolio Management
- Risk Analysis
- Professionalism
- Compliance Monitoring
- Critical Thinking
Certification
- Fellow, Life Management Institute Designation [FLMI], Pending, Life Office Management Association
- Personal Financial Services Advice [PFSA], Pending, Canadian Securities Institute
- Financial Planning 1 [FP1], Dec 2023, Canadian Securities Institute
- Canadian Investment Funds Course [CIFC], Jul 2022, Investment Funds Institute of Canada
- Insurance Fundamentals [FLMI Level 1], Dec 2020, Life Office Management Association
- Associate, Customer Service Designation [ACS], Jun 2021, Life Office Management Association
- Associate, Life Management Institute Designation [ALMI], Mar 2021, Life Office Management Association
Timeline
Financial Advisor
Conexus Credit Union
01.2023 - Current
Claims Adjudicator
Sagicor Life Jamaica Limited
03.2021 - 07.2021
Client Service Representative
Sagicor Life Jamaica Limited
11.2016 - 03.2021
New Business Clerk
Sagicor Life Jamaica Limited
03.2006 - 11.2016
Post Grad Certificate - Financial Services
Saskatchewan Polytechnic
Bachelor of Science - Human Resource Management
University of the West Indies
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