Pat Iachetta
Brantford,ON
Summary
Insurance specialist with expertise in client support and workflow optimization, consistently delivering exceptional customer service and educating clients on claims procedures and policy details.
Knowledgeable with comprehensive background in personal lines insurance. Adept at client relationship management and policy customization, ensuring optimal coverage solutions. Demonstrated proficiency in risk assessment and claims processing, contributing to enhanced client satisfaction and retention.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Personal Lines Insurance Broker
OTIP
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
06.2023 - 07.2025
- 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
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.
Customer Service Manager
Bell Mobility
03.2015 - 11.2020
- Led daily team operations to enhance customer satisfaction and resolve issues efficiently.
- Developed training programs that improved staff performance and service quality.
- Implemented process improvements that increased overall team productivity and efficiency.
- Analyzed customer feedback to identify trends and drive strategic changes in service delivery.
Education
Business Management - Business
06-1999
High School Diploma -
06-1995
Skills
- Policy analysis
- Customer support
- Client relationship management
- Sales strategy
- Regulatory compliance
- Problem solving
- Attention to detail
- Time management
- Team collaboration
- Customer follow-up
- Negotiation
- Client communication
- Customer relationship management
- Cross-selling techniques
- Sales strategy development
- Data analysis
- Process improvement
Languages
English
Native/ Bilingual
Italian
Native/ Bilingual
Certification
- OTL LICENCE
- RIBO LICENCE
Timeline
Personal Lines Insurance Broker - OTIP
03.2025 - 08.2025
Claims Processor - Claimspro LLP
06.2023 - 07.2025
Claims Adjuster - Safeguard Products International
01.2021 - 06.2023
Customer Service Manager - Bell Mobility
03.2015 - 11.2020
Regina Pacis CHS - High School Diploma,
Humber College - Business Management, Business
Education and Training
other,other