Summary
Overview
Work History
Education
Timeline
Generic

Sopheny Leang-Rous

Edmonton,AB

Summary

Organized and dedicated individual with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.

Overview

10
10
years of professional experience

Work History

Underwriting Assistant/Underwriting Support Clerk

Intact Insurance - PL Conversion/Select Broker
12.2021 - Current
  • Ensured compliance with all regulatory requirements through diligent record-keeping and strict adherence to company policies.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Optimized underwriting assignment allocation through effective prioritization of workload among team members within Prairies and BC region
  • Coordinated with other departments to streamline workflows between new business submissions and endorsements
  • Continuously sought opportunities for professional development, pursuing CIP designation and participating in corporate networking events such as YPN
  • Studied insurance industry changes, remaining up-to-date with latest trends and protocols.
  • Provided timely responses to inquiries from brokers and UA's, fostering positive working relationships that contributed to business growth opportunities.
  • Demonstrated flexibility by adapting quickly to shifting priorities or urgent requests from senior team members.
  • Managed a large volume of incoming quote requests, prioritizing tasks effectively to meet tight deadlines consistently.
  • Independently managed new business and tasks assignments tracking spreadsheets for Prairies and BC region
  • Modified, updated and processed existing policies.

Client Care Expert I

The Co-operators - Personal Lines, National
07.2018 - 07.2020

    • Prepared summaries of damage, payments and policy coverage.
    • Reconciled data in direct collection system with accounting system to address discrepancies.
    • Reduced turnaround time for claim settlements by prioritizing tasks and managing deadlines effectively.
    • Conducted detailed assessments of claims documents, ensuring accuracy and completeness before submission for approval.
    • Developed in-depth understanding of insurance policies and procedures.
    • Delivered personalized customer service, addressing policyholder concerns and clarifying coverage details.
    • Calculated adjustments, premiums and refunds.
    • Posted payments to accounts and maintained records.
    • Notified insurance agents and accounting departments of policy cancellations and changes.
    • Worked productively in fast-moving work environment to process large volumes of claims.
    • Improved customer satisfaction by providing timely and accurate information on claim status and resolution.
    • Maintained compliance with industry regulations by adhering to established procedures and guidelines in claims handling.
    • Collaborated with cross-functional teams to expedite complex claims investigations and resolutions.
    • Negotiated favorable settlements with claimants, resulting in cost savings for the company.

Insurance Broker

BrokerLink - Personal Lines, Century Pointe
07.2017 - 07.2018
  • Completed activities and met target deadlines to meet financial goals and execute successful consumer engagement.
  • Offered broadest possible coverage for new and existing business clients in order to maximize sales.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
  • Negotiated competitive pricing and coverage options with carriers on behalf of clients.
  • Enhanced customer satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Monitored market trends and regulatory changes to stay current on industry developments affecting client policies.
  • Streamlined the quoting process for efficiency, resulting in quicker response times and higher conversion rates.
  • Participated in ongoing professional development opportunities to stay current on industry best practices and emerging trends in the insurance industry.
  • Maintained strong relationships with underwriters, facilitating better policy terms for clients.
  • Conducted comprehensive policy reviews, identifying potential gaps in coverage and recommending appropriate solutions.
  • Sold auto, home, travel, and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
  • Evaluated competitors' products and services to gain competitive advantage.

Accident Benefits Claims Assistant

The Co-operators - Complex Accident Benefits
02.2015 - 07.2017
    • Created and updated new claims tracking spreadsheets.
    • Transmitted case files between offices.
    • Worked productively in fast-moving work environment to process large volumes of claims.
    • Processed and recorded new policies and claims.
    • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
    • Executed record filing system to improve document organization and management.
    • Provided exceptional customer service through clear communication, empathy, and proactive problem-solving during difficult situations.
    • Assisted adjusters in the field, gathering critical information for accurate evaluations of loss events and damage estimates.
    • Continuously improved personal performance by seeking feedback from peers, supervisors, and clients for self-improvement and growth.
    • Boosted departmental productivity by cross-training on various roles within the claims team, providing backup support as needed.
    • Carried out administrative tasks by communicating with clients, distributing mail, and scanning documents.

Education

BBA - Marketing

NAIT
Edmonton, AB
06.2013

Timeline

Underwriting Assistant/Underwriting Support Clerk

Intact Insurance - PL Conversion/Select Broker
12.2021 - Current

Client Care Expert I

The Co-operators - Personal Lines, National
07.2018 - 07.2020

Insurance Broker

BrokerLink - Personal Lines, Century Pointe
07.2017 - 07.2018

Accident Benefits Claims Assistant

The Co-operators - Complex Accident Benefits
02.2015 - 07.2017

BBA - Marketing

NAIT

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Sopheny Leang-Rous