Taylor Buettner, BA, CIP
Delta,BC
Summary
Diligent and detail-oriented professional with experience in providing administrative support to large commercial accounts under the Director of Construction at Acera Insurance Services Ltd. Skilled in delivering exceptional client service through meticulous account preparation, organization, and ongoing maintenance. Demonstrated ability to solve complex problems and maintain clear business correspondence, driving customer satisfaction and operational efficiency.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Client Associate, Commercial Insurance
Acera Insurance Services Ltd.
Burnaby, British Columbia
07.2023 - Current
- Assist in managing large commercial accounts with premiums up to $2.8 million, specializing in the construction and forestry sectors.
- Issue certificates of insurance within 2 hours of request, providing prompt and accurate service.
- Utilize the system, EPIC, to efficiently process and manage accounts.
- Collaborate professionally with underwriters and insurance professionals, maintaining strong relationships, and a smooth workflow.
- Prepare insurance documents, such as proposals, cover notes, and policy summaries, in advance for timely delivery to clients.
- Issue invoices according to company standards, maintaining compliance, and consistency.
- Process policy renewals, cancellations, and endorsement requests.
- Review and prioritize daily tasks, including company mail, emails, abeyances, and activities, to stay ahead of all deadlines.
Customer Care Agent (Seasonal)
Work Safe BC
Richmond, British Columbia
06.2021 - 09.2022
- Accessed and managed claim files while maintaining strict confidentiality, using WorkSafeBC's claims management system (CMS) to handle sensitive information.
- Answered 60+ calls daily, providing courteous and effective solutions to a variety of inquiries.
- Maintained confidentiality when disclosing claim information to relevant parties, adhering to privacy, and legal standards.
- Collected and analyzed data through conversations with stakeholders, and a review of written materials to support claim adjudication.
- Communicated with injured workers, employers, and medical professionals to gather necessary information for claims assessment, fostering positive relations, even in challenging situations.
- Organized and prioritized a high-volume, diverse workload, managing competing tasks in a fast-paced environment.
Editor and Bookkeeper (Part-Time)
Mountainside Contracting
North Vancouver, British Columbia
08.2020 - 12.2020
- Managed incoming invoices and receipts, maintaining timely processing.
- Edited and formatted outgoing project quotes, ensuring clarity and consistency in client communications.
- Created an efficient organizational system for documents, streamlining the organization and retrieval of key files.
Education
Post-Baccalaureate Diploma - General Insurance And Risk Management
British Columbia Institute of Technology
Burnaby, BC05-2023
Bachelor of Arts - Psychology
Kwantlen Polytechnic University
Surrey, BC05-2020
Skills
- Microsoft Office (Word, PowerPoint, Excel)
- Typing: 65 WPM with 100% accuracy
- Account administration
- Processing and invoicing
- Customer service
- Problem solving
- Business writing and professional communication
- Regulatory compliance
- Knowledge of EPIC system
- Delegation
Certification
- Chartered Insurance Professional (CIP)
Timeline
Client Associate, Commercial Insurance
Acera Insurance Services Ltd.
07.2023 - Current
Customer Care Agent (Seasonal)
Work Safe BC
06.2021 - 09.2022
Editor and Bookkeeper (Part-Time)
Mountainside Contracting
08.2020 - 12.2020
Post-Baccalaureate Diploma - General Insurance And Risk Management
British Columbia Institute of Technology
Bachelor of Arts - Psychology
Kwantlen Polytechnic University
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