Samantha Peters
Tillsonburg,Canada
Summary
Results-driven Commercial Account Manager known for productivity and efficient task completion. Possess key skills in client relationship management. Excel in communication, negotiation, and problem-solving to achieve client satisfaction and meet sales targets.
Overview
14
14
years of professional experience
Work History
Commercial Account Manager
McFarlan Rowland’s Insurance Brokera
Langton, Alberta
08.2024 - Current
- Responded promptly to inquiries from internal staff regarding customer accounts.
- Communicated regularly with clients regarding progress updates, changes in services, or other issues.
- Performed regular financial analysis of customer accounts to ensure accuracy of billing information.
- Maintained current knowledge of industry trends and changes in regulations.
- Managed client accounts, including providing guidance on product selection.
- Assessed client needs, provided quotations, and made recommendations for services.
- Pursued payment requests on past due accounts, utilizing customer statements via mail and email
Commercial Underwriter
Nova Mutual
11.2023 - Current
- Worked closely other departments when developing new processes for increased efficiency.
- Evaluated risk factors and exposures associated with commercial insurance applications.
- Structured appropriate coverage terms and pricing based on risk analysis results.
- Managed diverse portfolio of accounts across different industries while maintaining superior service levels for clients throughout entire policy lifecycle.
- Reviewed policy submissions from brokers, ensuring accuracy and completeness of information provided.
- Participated in industry events and conferences to stay informed about emerging trends and developments affecting commercial underwriting practices.
Local League Convenor
Tillsonburg Minor Hockey
10.2023 - Current
- Addressed any disciplinary actions necessary following incidents or violations of league policies.
- Collaborated with coaches and team managers to address concerns or disputes.
- Facilitated communication between players, parents, officials, and other stakeholders.
- Assisted in development of annual budgets related to league expenses.
- Maintained relationships with internal and external partners and community organizations.
PTA Member
Annandale Public School
01.2021 - Current
- Served as liaison between parents, teachers, and administrators on important issues impacting students' school experiences.
- Encouraged parental involvement in educational programs and extracurricular activities.
- Developed and implemented fundraising strategies for school events.
- Managed volunteer recruitment for various school activities.
- Fostered positive community atmosphere within school environment.
Personal Lines Underwriter
Nova Mutual
01.2011 - 11.2023
- Managed an $8M portfolio of personal home & automobile business.
- Coached new team members on our processes.
- Created workflows to increase efficiency.
- Strengthened my relationships with clients by providing second to none service.
- Developed new underwriting guidelines in response to changes in regulations or business objectives.
- Provided excellent customer service by addressing inquiries from Brokers about coverage details or premium calculations.
- Monitored existing accounts for changes in risk factors that could impact coverage terms or premiums.
- Reviewed policy documents for accuracy and completeness before issuing them.
- Collaborated with agents, brokers, and other professionals to gather necessary information for underwriting purposes.
Education
Certificate in Risk Management - Risk Management
York University
Online11.2018
Business of Insurance Diploma - Insurance
Fanshawe College
London12.2010
Skills
- Relationship Building
- Conflict resolution
- Communication
- Self Motivation
- Time management
- Team collaboration
- Customer service
- Adaptability and Flexibility
- Fluent Computer knowledge
Volunteer Experience
- Local League Convenor, Tillsonburg Minor Hockey, 10/01/23, Current, Addressed any disciplinary actions necessary following incidents or violations of league policies., Collaborated with coaches and team managers to address concerns or disputes., Facilitated communication between players, parents, officials, and other stakeholders., Assisted in development of annual budgets related to league expenses., Maintained relationships with internal and external partners and community organizations.
- PTA Member, Annandale Public School, 01/01/21, Current, Served as liaison between parents, teachers, and administrators on important issues impacting students' school experiences., Encouraged parental involvement in educational programs and extracurricular activities., Developed and implemented fundraising strategies for school events., Managed volunteer recruitment for various school activities., Fostered positive community atmosphere within school environment.
Timeline
Commercial Account Manager
McFarlan Rowland’s Insurance Brokera
08.2024 - Current
Commercial Underwriter
Nova Mutual
11.2023 - Current
Local League Convenor
Tillsonburg Minor Hockey
10.2023 - Current
PTA Member
Annandale Public School
01.2021 - Current
Personal Lines Underwriter
Nova Mutual
01.2011 - 11.2023
Certificate in Risk Management - Risk Management
York University
Business of Insurance Diploma - Insurance
Fanshawe College