Pat Iachetta
Brantford,ON
Summary
Insurance and Customer Service specialist with proficiency in client support and workflow optimization, consistently providing outstanding customer service.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Broker
OTIP
Waterloo, Ontario
03.2025 - 08.2025
- Assisted clients in selecting appropriate personal insurance coverage options.
- Provided support in processing insurance applications and claims for clients.
- Educated clients on policy details, coverage limits, and exclusions effectively.
- Maintained accurate client records using company-specific software tools.
- Responded promptly to client inquiries via phone and email communication.
- Maintained current knowledge of industry trends, products, services, competitors' activities and pricing models.
- Researched and analyzed data to determine appropriate coverage for clients' personal property and assets.
- Advised customers on best practices related to safety measures which may reduce their overall premium costs.
- Identified opportunities to increase sales by cross-selling additional policies or services when appropriate.
- Provided advice on policy changes, additions, or modifications to existing policies.
Claims Processor
Claimspro LLP
Brampton, Ontario
06.2023 - 03.2025
- Reviewed insurance claims for accuracy and completeness.
- Processed claims using Claimspro LLP's proprietary management system.
- Communicated with clients to gather necessary documentation for claims.
- Coordinated with adjusters to verify claim details and eligibility.
- Maintained organized records of processed claims and client communications.
Claims Adjuster
Safeguard Products International
Mississauga, Ontario
01.2021 - 06.2023
- Analyzed claims to determine validity and adherence to policy guidelines.
- Reviewed documentation and assessed damages for accurate claims processing.
- Communicated with clients to gather information and clarify claim details.
- Utilized claims management software to streamline processing workflows and documentation.
Senior Team Manager
Bell Mobility
05.2014 - 01.2021
- Led team in executing strategic initiatives for customer engagement and satisfaction.
- Collaborated with cross-functional teams to align goals and drive efficiency.
- Implemented new processes to streamline operations and reduce service delays.
- Mentored junior staff, fostering a culture of continuous learning and development.
- Oversaw daily workloads and workflow for smooth operations.
- Established clear expectations and provided feedback on individual performance.
Education
High School Diploma -
Regina Pacis CHS
Toronto, ON06-1995
Some College (No Degree) - Business
Humber College
TorontoSkills
- Policy analysis
- Claims processing
- Customer support
- Risk assessment
- Client relationship management
- Sales strategy
- Regulatory compliance
- Problem solving
- Attention to detail
- Time management
- Negotiation skills
- Team collaboration
- Policy renewals
- Customer follow-up
- Prospective client identification
- Negotiation
Certification
- OTL LICENCE
- RIBO LICENCE
Languages
English
Native/ Bilingual
Italian
Native/ Bilingual
Timeline
Personal Lines Insurance Broker
OTIP
03.2025 - 08.2025
Claims Processor
Claimspro LLP
06.2023 - 03.2025
Claims Adjuster
Safeguard Products International
01.2021 - 06.2023
Senior Team Manager
Bell Mobility
05.2014 - 01.2021
High School Diploma -
Regina Pacis CHS
Some College (No Degree) - Business
Humber College