SHELLEY SHAW

*Developed strong organizational skills to ensure accuracy of customer information.

*Maintained up-to-date knowledge of regulations related to insurance policies and coverages.

*Generated invoices for customers based on their insurance premiums.

*Entered insurance related information into Acturis system.

*Updated information to clients files.

*Reviewed insurance policy documents to ensure coverages.

*Involved brokers to obtain missing information.

*Handled renewal lists

*Managed multiple email boxes and distributed to brokers.

*Reception relief.

*Oversaw multiple projects simultaneously and ensured tasks were efficiently completed.

*Collaborated with staff to develop and carry out processes.

*Evaluated broker performance through regular feedback sessions.

*Conducted weekly staff meetings to foster effective communication with the team.

*Liaised regularly with upper management to ensure alignment of goals and objectives.

*Assisted in interviewing process.

*Supported in annual performance reviews.

*Bank deposits.

*Lend support with administrative duties including reception.

*Ran reports for upper management

*Evaluated discrepancies between client information and company records to ensure accuracy of data.

*Developed and organized filing system to store all necessary documentation associated to clients files.

*Generated invoices for customers for annual premiums.

*Maintained up-to date knowledge or insurance rules and regulations.

*Evaluated processes and procedures for improving the efficiency of broker management system.

*Entered insurance information into SIGXP broker management system.

*Reviewed insurance policy documents from company to ensure accuracy.

*Involved appropriate broker to obtain missing information.

*Performed banking deposits.

*Handled all renewal lists for brokers.

*Greeted clients warmly and ensured they had a positive experience.

*Used proper telephone etiquette, answered calls ina professional manner, transferred to proper extensions.

*Assisted brokers with admin tasks such as filing, copying, faxing.

*Ensured reception area was clean and professional.

*Operated a multi-line telephone system efficiently while managing multiple call volumes.

*Conducted cash/cheque bank deposits.

*Followed established procedures to enter and process data correctly.

*Verified entered data against client documents to maintain accuracy.