Sara Thiessen
Guelph,Ontario
Summary
Detail oriented Assistant; providing skilled support to facilitate underwriting & brokering operations. Highly organized, efficiency-driven and proactive in handling simultaneous tasks . Quick to learn & motivated to serve our clients with integrity & compassion. Specialize in data entry, spreadsheet & record management, and customer service, ensuring smooth operational flow. Excel in organization, attention to detail and communication, utilizing these skills to exceed workplace demands.
Overview
11
11
years of professional experience
Work History
Assistant (Brokering & Underwriting)
Federated Agencies Ltd.
Guelph, Ontario
08.2014 - Current
- Answered incoming calls and directed them to the appropriate personnel or departments.
- Created certificates of insurance.
- Provided training and guidance to new employees.
- Processed endorsements regarding loss payees, new business setups, renewals, and cancellations.
- Coded reinsurance.
- Sent hard mail, registered letters, declarations, and endorsements to the insured.
- Reviewed and deciphered all incoming mail to brokers and underwriters to create work assignments based on priority.
- Created new submission files for incoming personal and commercial lines prospects.
- Facilitated team meetings.
- Maintained positive working relationship with fellow staff and management.
- Assisted in the development of new policies and procedures to improve operational efficiency.
- Maintained updated knowledge through Coop Learn.
Education
Some College (No Degree) - Business-Insurance
Conestoga College Institute of Technology And Advanced Learning
KitchenerBachelor of Arts -
Conestoga College Institute of Technology And Advanced Learning
Kitchener05-2010
High School Diploma -
St. James High School
Guelph, ON06-2006
Skills
- Knowledge of insurance practices
- Training peers on new systems
- Analytical abilities, specifically using excel data to process insurance amendments
- Experienced in Policy Centre, TAM, Microsoft Office & Excel
- Communication & collaborative skills
- Mail distribution & administrative tasks
- Multitasking and organization
Timeline
Assistant (Brokering & Underwriting)
Federated Agencies Ltd.
08.2014 - Current
Some College (No Degree) - Business-Insurance
Conestoga College Institute of Technology And Advanced Learning
Bachelor of Arts -
Conestoga College Institute of Technology And Advanced Learning
High School Diploma -
St. James High School
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