Tawnya Guilmette
Welland
Summary
Detail-oriented insurance professional with experience in underwriting, compliance, and quality assurance. Strong background in auditing broker files, evaluating risk, and ensuring adherence to underwriting and regulatory standards. Known for accuracy, strong communication, and process improvement. Also skilled in Microsoft Office Suite programs (Word, Excel, PowerPoint and Outlook).
Overview
2026
2026
years of professional experience
Work History
Audit Specialist – Insurance
Billyard Insurance Group
08.2021 - Current
- Conduct detailed audits of broker files to ensure compliance with underwriting and company standards
- Identify documentation gaps, underwriting inconsistencies, and regulatory risks
- Provide feedback and recommendations to improve workflow efficiency and compliance accuracy
- Collaborated with cross-functional teams to enhance audit processes and improve operational efficiency.
- Prepared comprehensive reports summarizing findings and presenting recommendations to management.
- Efficiently managed multiple concurrent audit projects, ensuring timely completion without sacrificing quality or attention to detail.
- Contributed to the ongoing evolution of the organization''s audit program by participating in regular process evaluations and suggesting areas for enhancement.
Insurance Underwriter – Personal Lines
Billyard Insurance Group
- Evaluated risks and underwrote personal lines policies in accordance with carrier guidelines
- Maintained consistent communication with brokers to support compliant coverage decisions
- Ensured accuracy of policy documentation and adherence to underwriting rules
- Collaborated with agents to gather necessary documentation and clarify underwriting requirements.
- Reviewed policy documents before issuance, ensuring accuracy and conformance to approved standards.
- Maintained compliance with industry regulations and company guidelines during all underwriting activities.
Optometric Assistant
Dr. Richard Saari OPC
10.2017 - 08.2021
- Assisted with patient check-in and scheduling to enhance clinic workflow.
- Managed inventory of optical supplies, ensuring availability for patient needs.
- Supported optometrists during exams by preparing equipment and documenting findings.
- Educated patients on eyewear options, promoting informed decision-making.
- Coordinated follow-up appointments and maintained accurate patient records.
- Performed pre-testing procedures, enabling optometrists to focus on comprehensive examinations and personalized recommendations.
- Maintained strict adherence to confidentiality protocols while handling sensitive patient data.
- Ensured accuracy of patient records by diligently updating information during each visit or interaction.
Receptionist
Dr. Saari OPC
01.2012 - 10.2017
- Greeted patients and visitors, ensuring a welcoming environment.
- Managed multi-line phone system, directing calls efficiently to appropriate staff.
- Scheduled appointments, optimizing physician calendars for patient flow.
- Maintained patient records, ensuring accuracy and confidentiality of information.
- Assisted in billing inquiries, facilitating smooth financial transactions for patients.
Education
Graduate Certificate - Optometry
Canadian Certified Optometric Assistant
07-2018
High School Diploma -
Eastdale Secondary School
06-2011
Skills
- Underwriting & Risk Assessment
- File Auditing & QA
- Regulatory Compliance
- Documentation Accuracy and Review
- Teamwork and collaboration
- Attention to detail
- Multitasking
- Process Improvement
- Policy Interpretation
- Microsoft Excel proficiency
Languages
English
Full Professional
Timeline
Audit Specialist – Insurance
Billyard Insurance Group
08.2021 - Current
Optometric Assistant
Dr. Richard Saari OPC
10.2017 - 08.2021
Receptionist
Dr. Saari OPC
01.2012 - 10.2017
Insurance Underwriter – Personal Lines
Billyard Insurance Group
Graduate Certificate - Optometry
Canadian Certified Optometric Assistant
High School Diploma -
Eastdale Secondary School