Taylor Buettner
Delta
Summary
Diligent and detail-oriented professional with experience in commercial account administration under the Director of Construction at Acera Insurance Services Ltd., specializing in the Construction and Forestry sectors. Excel in client service by ensuring proper preparation of documents, processing and organization of client accounts through the use of Microsoft Office, resolving account discrepancies, and partaking in ongoing professional communication with insurance professionals. Proven ability in problem-solving and business correspondence ensuring top-notch customer satisfaction and operational efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Commercial Client Associate
Acera Insurance Services Ltd.
06.2024 - Current
- Assist in managing large commercial accounts with up to $2.8 million in premium, with a focus on Construction and Forestry.
- Address issuance of insurance Certificates within two hours of request.
- Work efficiently within the system EPIC.
- Correspond professionally with Underwriters and other insurance professionals.
- Prepare documents including Proposals, Cover Notes & Insurance Summaries well in advance.
- Issue invoices per company standards.
- Process renewals, cancellations, and endorsement requests.
- Review, organize, and prioritize all assigned tasks daily, including company mail, emails, abeyances and activities.
Customer Care Agent (Seasonal)
Work Safe BC
06.2021 - 09.2022
- Accessed claim files and discreetly handled sensitive information utilizing WorkSafeBC's claims management (CMS) computer system.
- Answered 60+ calls per day, politely providing successful solutions.
- Demonstrated a high level of confidentiality when disclosing claim information to various parties.
- Gathered and analyzed relevant information through both speaking with others and from written materials.
- Spoke to injured workers, employers, and medical professionals to gather required information for adjudication of a claim.
- Built rapport with a variety of individuals, sometimes in difficult circumstances.
- Organized, prioritized, and managed a high volume, varied workload in a dynamic environment.
Editor and Bookkeeper (Part-Time)
Mountainside Contracting
08.2020 - 12.2020
- Organized incoming invoices and receipts.
- Edited and formatted outgoing project quotes.
- Created an efficient organizational system for documents.
Education
Diploma - General Insurance And Risk Management
British Columbia Institute of Technology
Burnaby, BC05.2023
Bachelor of Arts - Major in Psychology
Kwantlen Polytechnic University
Surrey, BC05.2020
Skills
Microsoft Office (Word, PowerPoint, Excel)
Typing: 65 WPM with 100% accuracy
Knowledge of WSBC Claims Management System
Regulatory Compliance
Documentation
Business writing skills
Conflict de-escalation
Customer Service
Problem-solving
Professional Communication
Processing and Invoicing
Proofreading and Formatting
Claims Handling
Certification
Licensed Level 2 Insurance Broker
Chartered Insurance Professional (CIP)
Timeline
Commercial Client Associate
Acera Insurance Services Ltd.
06.2024 - Current
Customer Care Agent (Seasonal)
Work Safe BC
06.2021 - 09.2022
Editor and Bookkeeper (Part-Time)
Mountainside Contracting
08.2020 - 12.2020
Diploma - General Insurance And Risk Management
British Columbia Institute of Technology
Bachelor of Arts - Major in Psychology
Kwantlen Polytechnic University
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