To seek a career as an Underwriter with Sun Life, where I can utilize my experience and education in both the insurance and medical field for organizational and personal growth
Overview
23
23
years of professional experience
Work History
Hospital Unit Clerk/Administrative support
University Hospital - Neuro ICU & Neurosciences
01.2022 - Current
Managing the telephones, greeting and directing visitors, patients and health professionals, and managing patient records and charts
Transcribe and process doctors' orders including medication orders, laboratory orders, diagnostic imaging orders, and treatment orders
Ensure an adequate level of supplies and equipment are available on the unit for use by the inter-professional team
Assist with gathering and researching information for Neurosciences on stroke patients as to causes, times and conditions of strokes for research data
Assisting with staffing the Neuro ICU, processing vacation requests, shift trades and helping management with administrative duties for the unit.
Financial Advisor
Sun Life
11.2011 - 01.2022
Answer clients' questions about the purposes and details of financial plans and strategies
Interview clients to determine their current health, income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a holistic plan
Prepare or interpret client information such as investment performance reports, financial document summaries, or income projections
Go through the insurance health questionnaire with clients to ensure they fully understand the underwriting process
Contact clients periodically to determine any changes in their financial status.
Customer Service Representative
Rogers Communications
11.2001 - 11.2011
Confer with customers by telephone or in person to provide information about products or services, take or enter orders, cancel accounts, or obtain details of complaints
Determine charges for services requested, collect deposits or payments, or arrange for billing
Refer unresolved customer grievances to designated departments for further investigation
Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
Education
Hospital Unit Clerk/Medical Office Assistant Program -
NorQuest College
Edmonton, AB
04.2021
Hospitality Management -
Humber College
01.2001
Skills
Proficient in Microsoft Office (Word, Excel, PowerPoint and Access)
Highly effective communication, interpersonal and customer service skills
Strong problem-solving skills and ability to complete all tasks in a highly organized manner
Ability to work independently and meet deadlines as required with strong attention to detail
Medical Terminology
References
Available upon request
Coursework
Medical Terminology course
Processing doctor orders
Reading and understanding patient medical charts
Basic Life Support Training - Heart and Stroke Foundation
WHMIS 2015
Human Bloodborne Pathogen Exposure
Timeline
Hospital Unit Clerk/Administrative support
University Hospital - Neuro ICU & Neurosciences
01.2022 - Current
Financial Advisor
Sun Life
11.2011 - 01.2022
Customer Service Representative
Rogers Communications
11.2001 - 11.2011
Hospital Unit Clerk/Medical Office Assistant Program -
NorQuest College
Hospitality Management -
Humber College
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