Summary
Overview
Work History
Education
Skills
References
Timeline
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Tom Davison

Summary

Over 10 years Insurance industry experience in both sales and service with an excellent reputation in providing high level client service. Detail-oriented and able to resolve complex situations with tact and confidence. Possesses versatile skills in project management, problem-solving, and collaboration. Brings fresh perspective and strong commitment to quality and success. Recognized for adaptability and proactive approach in delivering effective solutions.

Overview

18
18
years of professional experience

Work History

Compensation Administrator - RBC Insurance

Capgemini Canada
01.2022 - 08.2024
  • Identified compensation issues, analyzed information & provided solutions for high volume and intricate service inquiries from numerous insurance MGAs, AGAs, National Accounts, and independent advisors consistently within SLA, operating within legal and regulatory guidelines
  • Prepare commission summaries and payment reports
  • Generated financial & reconciliation reports, administered debt campaigns & processed deposits, GL balancing, tax slips
  • Investigate and reconcile compensation related to business for life, sickness, high net worth, segregated funds, payout annuities, asset based and security fund products
  • Follow standard operating procedures and interpret 30 years of multi-variable comp schedules with data housed in various systems ranging from legacy DOS to newest proprietary software
  • Used critical thinking to break down problems, evaluate solutions and make decisions.

Operations Manager

G Street Pizza
02.2019 - 10.2021
  • Responsible for day to day operations of a full service restaurant
  • Handled all employee hiring, schedules, training and payroll
  • Build relationships with community organizations and local partners
  • Maintained and organized all accounting, revenue and expense reports
  • Built and maintained a strong marketing and social media presence
  • Managed all inventory, and vendor purchases
  • Head chef responsible for menu creation and pricing

Business Development Agent

Allstate Insurance
09.2016 - 07.2018
  • Actively prospected to generate new business for personal home and auto insurance
  • Setting and achieving monthly sales targets
  • Educated and advised consumers about Allstate's suite of insurance products
  • Participated in valuable business and community events
  • Managed needs of multiple customers at once using strong prioritization and multitasking abilities.

Nursing Scheduling Administrator

VON Halifax
08.2013 - 08.2016
  • Responsible for scheduling in home nursing services
  • Strong focus on customer service with an emphasis on empathy
  • Problem solving in real time while maintaining accurate patient profiles
  • Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
  • Evaluated customer needs and feedback to drive product and service improvements.

Account Manager – Individual Sales

Medavie Blue Cross
02.2011 - 02.2013
  • Worked with clients to provide them with the best products to suit their insurance needs
  • Responsible for meeting monthly, quarterly and annual sales quotas (Health, Life, Travel)
  • Manage existing policy holders in my block of business
  • Maintained a high level of customer service with emphasis on call quality
  • Utilized a customer centric consultative selling approach
  • Built strong relationships and used networking to gain referrals to grow the company's revenue
  • Developed excellent organization and multi-tasking skills in a fast paced environment where personal accountability and commitment to accuracy are necessary
  • Adhere to company policies and procedures along with industry standards

Individual Sales - Sales Support

Medavie Blue Cross
04.2010 - 02.2011
  • Responsible for providing a high level of customer service on the phone and with walk in clients
  • Provide administrative support to the direct sales representatives
  • Handle client inquiries in respect to applications, benefits, premiums and updates
  • Verify database information is complete, accurate and up to date
  • Sell travel insurance as a second level support

Health and Dental/Pharmacy and Admin

Medavie Blue Cross
07.2006 - 04.2010
  • Handle complex inquiries from subscribers, providers, group administrators and agents
  • Interpret and resolve group and individual billing issues
  • Investigate and adjust subscriber and provider payment summaries and cheques
  • Gained thorough knowledge of policies related to group and individual benefits

Education

General Insurance license, Property & Casualty -

01.2019

Life insurance, AD&D and sickness license -

01.2015

Skills

  • Data analysis proficiency
  • Analytical mindset
  • Teamwork and Collaboration
  • Attention to Detail
  • Adaptability and Flexibility
  • Self Motivation
  • Decision-Making
  • Problem-solving aptitude

References

Debbie Jenkins-Boyd

Senior Manager, RBC Insurance

Licensing Contracting and Compensation Services

1 905-320-9203

debbie.jenkinsep@gmail.com


Sandy Prokop

Director, RBC Insurance

Licensing Contracting and Compensation Services

Sandy.Prokop@rbc.com

Timeline

Compensation Administrator - RBC Insurance

Capgemini Canada
01.2022 - 08.2024

Operations Manager

G Street Pizza
02.2019 - 10.2021

Business Development Agent

Allstate Insurance
09.2016 - 07.2018

Nursing Scheduling Administrator

VON Halifax
08.2013 - 08.2016

Account Manager – Individual Sales

Medavie Blue Cross
02.2011 - 02.2013

Individual Sales - Sales Support

Medavie Blue Cross
04.2010 - 02.2011

Health and Dental/Pharmacy and Admin

Medavie Blue Cross
07.2006 - 04.2010

General Insurance license, Property & Casualty -

Life insurance, AD&D and sickness license -

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Tom Davison