Analytical professional in the insurance field, known for high productivity and efficiency in task completion. Skilled in risk assessment, policy development, and regulatory compliance. Excel at problem-solving, communication, and decision-making to deliver optimal outcomes.
Overview
10
10
years of professional experience
Work History
Personal Lines Underwriter
Desjardins/The Personal Insurance Company
Ottawa
03.2015 - Current
Analyzed risk and adhered to underwriting standards to drive risk selection and profitability.
Diagnose concerns, provide expert opinions in accordance with underwriting rules, and develop recommendations aligned with our division's growth ambitions.
Assessed potential risks associated with home and auto insurance quotes prior to approving applications.
Assessed potential risks associated with existing insurance business when agents/team members are completing modifications to the policy.
Provided guidance on underwriting guidelines and procedures to agents and team members alike.
Verified the accuracy of documentation for review, such as letters of experience, driver abstracts, VIN validations, Carfax reports, driver license history, end-of-lease agreements, statements of adjustments (properties sold), land transfers, address validation, etc.
Utilized underwriting tools and guidelines to properly analyze risks associated with commercial versus personal lines eligibility for both home and auto.
Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)Financial Services Representative at Chad Dreise Insurance & Financial Services Inc. (A Desjardins Insurance Agent)