Timothy McLean

Taxpayer Services Agent ITE:

Fully trained in each department below and most recent I completed Tier 2 & Registered Plans training Jan 2023

- Tier 1

- Tier 2

- Registered Plans

- Benefits

- AMS (My Account Online)

• Call center atmosphere
• Provide one call resolution
• Assist clients with accounting and billing issues
• Attended continuing education courses to maintain insurance license.
• Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
• Monitored clients' insurance coverages to ensure changing needs were met.
• Reduced financial discrepancies by accurately resolving billing issues while processing applications and cancellations.
• Received underwriting approvals after accurately completing applications for insurance coverage.

• Researched and reviewed information to determine validity of insurance claims and contacted companies and customers about decisions.
• Acted as intermediary between insurance companies and customers, including researching and assessing information to determine validity of claims.
• Investigated and analyzed requirements to improve timeliness of reports to customers.
• Verified liability extent with reviews of police reports, medical treatment histories and other records.

• Contacted injured parties and legal representatives to negotiate final settlements for claims.
• Adhered to company and insurance client's guidelines in claims processes, estimate writing and claim closures.
• Analyzed first reports of loss and underlying file material to determine if claim was suspect.
• Drafted statement of loss to summarize damages, payments and underlying policy coverage.

• Determined level of acceptable risk by reviewing applications for coverage and loss control reports.
• Achieved production goals by developing strong underwriting teams.
• Worked with colleagues to review and accept or deny new and renewal business.
• Negotiated coverage, policy pricing and service delivery during meetings with customers, agents or brokers.