Surya Kattady Jose
Markham
Summary
Experienced insurance technical service assistant who is well-versed in Personal, Auto& Home insurance as well as Liability Insurance. Adapt at organizing, policy files, coordinating and communicating between agents and clients and getting answers to client questions.
Overview
8
8
years of professional experience
Work History
Technical Service Representative
Wellcare Insurance Corporation
07.2024 - Current
- Followed up with clients to verify optimal customer satisfaction following support engagement and problem resolution.
- Played an instrumental role in reducing average call handle time by refining troubleshooting procedures based on real-world experiences.
- Diagnosed severity of customer issues, escalating tickets to appropriate personnel for intervention.
- Hands on experience with company portals such as Aviva, Economical, Gore, CAA, Echelon, Intact, Wawanesa, Travellers,Pembridge,SGI to complete all endorsements, modification requests, and renewals online.
- Familiar with insurance customer relationship management software such as Power Broker, Acturis, Compu-quote.
- Review and process renewals,rewriting/remarketing where necessary and providing better options to the client through compu-quote.
- Be available to assist with all customer inquiries Personal Line products.
- High attention to detail and accuracy with proven time management and organizational skills.
- Review and completion of daily abeyances; with follow up no more than 30 days behind
Insurance Administrative Assistant
State Financial Ltd
01.2022 - 06.2024
- Sales and customer service for an ongoing book of personal lines customers
- Review and process renewals, rewriting/remarketing where necessary and providing better options to the client through compu-quote
- Experience in handing MGA markets such as Jet forward, premier, April to get quotes which are not available in normal markets
- Prepare documentation for insurers, complete applications for new clients, issue insurance binders and pink slips
- Maintain accurate and manage account receivables
- Notify clients of changes, including renewal reviews and policy changes
- Maintain accurate and thorough documentation of all communication with clients, prospects, underwriters etc
- Ability to multi-task, prioritize, and follow-up on uncompleted tasks in a timely manner
- Reviewing renewal, invoices and policy changes for existing clients
- Calling clients to ensure the payment of policy is made in timely manner
- Preparation and forwarding the invoices, policy documents to the respective clients
HR- Admin Assistant
New Talents Agency
01.2021 - 01.2022
- Design and update job descriptions
- Source potential candidates from various online channels (e.g
- Social media and professional platforms like Indeed)
- Advertise job openings on company's careers page, social media, job boards and internally
- Provide shortlists of qualified candidates to hiring managers
Part-time Warehouse Associate
Hudson Bay
01.2021 - 12.2021
- Tag and label merchandise
- Label and stockpile merchandise according to size, shape, and type
- Box, wrap and pack merchandise in accordance with relevant procedures and standards
- Prepare all orders for shipment
- Record and manage all impaired or damaged merchandise items
Testing Consultant
Planafin Technologies Pvt Ltd
01.2017 - 12.2019
- Company Overview: India
- Manual testing experience
- Strong customer and business focus
- Strong communications skills
- Excellent analytical and problem-solving skills with a talent for testing
- Excellent analytical problem solving and debugging skills
- Self-motivated and meticulous, with good problem-solving skills with excellent oral and written communications
- India
Education
PG Diploma - cloud computing for Big Data
Lambton College
Toronto, ON01.2022
Masters - MCA
Bharathiar University
01.2015
BCOM - Computer Application
Mahatma Gandhi University
01.2012
Skills
- Insurance technical service
- Customer relationship management software
- Policy file organization
- Client communication
- Multi-tasking and prioritization
Timeline
Technical Service Representative
Wellcare Insurance Corporation
07.2024 - Current
Insurance Administrative Assistant
State Financial Ltd
01.2022 - 06.2024
HR- Admin Assistant
New Talents Agency
01.2021 - 01.2022
Part-time Warehouse Associate
Hudson Bay
01.2021 - 12.2021
Testing Consultant
Planafin Technologies Pvt Ltd
01.2017 - 12.2019
PG Diploma - cloud computing for Big Data
Lambton College
Masters - MCA
Bharathiar University
BCOM - Computer Application
Mahatma Gandhi University
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