Summary
Overview
Work History
Education
Skills
Volunteer Experience
Languages
References
Timeline
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SHIRLEY MUTONI

Halifax,NS

Summary

I am a driven young professional with 2+ years of experience as a Bilingual Claims Advisor for Life and Auto insurance and an academic background in Finance. I am a highly motivated person with a desire to take on new challenges. Excellent work ethic, adaptability and communication skills.

Overview

6
6
years of professional experience

Work History

Claims Advisor

TD INSURANCE
Halifax, Canada
01.2024 - Current
  • Prioritize and manage workload to meet business and productivity standards
  • Contribute to business objectives for operational excellence and success
  • Provide sound claims advice at every customer interaction and improve overall customer experience
  • Support the timely and accurate completion of business processes and procedures
  • Identify, suggest, and actively participate in process improvement opportunities
  • Keep abreast of emerging issues, trends, and evolving regulatory requirements
  • Ensure customer problems are handled appropriately and escalating issues when necessary.

Bilingual Senior Claims Analyst

MANULIFE INSURANCE
Halifax, Canada
03.2022 - 03.2023
  • Process client’s requests who are requesting to initiate a claim after the passing of a loved one
  • Internal
  • Use sound judgment, using systems, to determine if a claim is in good standing and can be processed.
  • Determine amount of benefits payable with precision and make sure it is given to the right beneficiary
  • Process accounting adjustments for policy overcharges with accuracy
  • High attention to detail when processing forms and reviewing medical documents
  • Determine compliance with contractual policy provisions and accurately determine the payable amount
  • Provide timely customer service by telephone and written correspondence for verification of eligibility and any other claim related inquiries.

Bilingual Customer Service Professional

MANULIFE INSURANCE
Halifax, Canada
05.2019 - 03.2022
  • Provide accurate and appropriate information in response to clients’ and insurance brokers inquiries
  • Update clients’ information including address, contact and banking information
  • Process clients’ requests including loans, claims and product quotes
  • Resolve customers’ issues within given turnaround times
  • Comply with company regulations by maintaining the confidentiality of clients’ information.

Sales Associate

BATH & BODY WORKS
Halifax, Canada
10.2018 - 08.2019
  • Handled purchase transactions, returns, and offered in-store credits
  • Trained new hires perform cash transactions, restocking, and taking in store clients’ calls.

Customer Service Representative

Best Buy
Courtenay, British Columbia
05.2018 - 09.2018
  • Explained and showed to customers available devices and their features
  • Recommended additional device accessories and warranties
  • Maintain thorough knowledge of store merchandise
  • Respond to questions and concerns about products and services and escalate calls appropriately when needed

Education

Bachelor of Commerce - Finance

SAINT MARY'S UNIVERSITY
Halifax, NS
05.2022

University Transfer Program -

NORTH ISLAND COLLEGE
Courtenay, BC
04.2018

Skills

  • Claims Processing
  • Customer Service
  • Financial budgeting
  • Data Analysis
  • Client Relationship Management
  • Document Review
  • Regulatory Compliance
  • Insurance Products & Services
  • Financial Management knowledge
  • Issue Resolution
  • Strategic Planning
  • Leadership & Training
  • Communication
  • Cross-Functional Collaboration
  • Microsoft Excel

Volunteer Experience

ALL NATIONS FULL GOSPEL CHURCH  Halifax, Canada

Event coordinator and Interior Design March 2019 – present

· Set up lighting and decoration for special events at church

· Altar and stage design preparation

NORTH ISLAND COLLEGE Courtenay, Canada

French Tutor November 2016 – April 2017

· Conducted tutoring sessions and assisted learners with their class assignments

· Facilitated communication and conversations in French among learners

NORTH ISLAND COLLEGE Courtenay, Canada

Event Manager January 2017 – April 2018

· Organized orientation week and student leadership retreats

· Prepared weekly meeting agendas with student leaders and faculty members

Languages

English
Full Professional
French
Native/ Bilingual

References

References available upon request.

Timeline

Claims Advisor

TD INSURANCE
01.2024 - Current

Bilingual Senior Claims Analyst

MANULIFE INSURANCE
03.2022 - 03.2023

Bilingual Customer Service Professional

MANULIFE INSURANCE
05.2019 - 03.2022

Sales Associate

BATH & BODY WORKS
10.2018 - 08.2019

Customer Service Representative

Best Buy
05.2018 - 09.2018

Bachelor of Commerce - Finance

SAINT MARY'S UNIVERSITY

University Transfer Program -

NORTH ISLAND COLLEGE
SHIRLEY MUTONI