Experience

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  BrokerLink

  • Mississauga, Ontario, Canada

  • Personal Insurance Advisor

    • Jan 2024 - Present
    • Mississauga, Ontario, Canada

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  W.N. Atkinson Insurance Ltd.

  • 157 Queen St S, Mississauga, ON L5M 1L1

  • Registered Insurance Broker

    • Mar 2001 - May 2024
    • 157 Queen St S, Mississauga, ON L5M 1L1

    - Sales of personal commercial insurance policies to individuals and businesses on behalf of insurance companies including automobiles, property, marine, farm, commercial general liability, event liability and travel in person and online. - Review policy renewals to ensure the accuracy of coverage, and data on documentation and compare premiums with other companies. - Complete new business and renewal letters to policyholders, explaining features, changes to coverage, explaining advantages and disadvantages of programmes, suggesting additions or changes to coverage. - Performing administrative functions such as calculating premiums, establishing payment methods and maintaining policyholder files. - Confer with clients to obtain and provide information when claims are made. Monitor insurance claims to ensure equitable settlement and liaises when difficulties arise. - Work closely with underwriters from various companies to ensure risk meets guidelines, discuss possible exceptions, bind coverage, submit information requested in a timely manner.

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  The Cooperators

  • Oakville, Ontario

  • Insurance Agent

    • Jul 1998 - Mar 2001
    • Oakville, Ontario

    - Sales of personal lines, automobile and property insurance products. - Completed claims reports on behalf of policyholders and assisted with the settlement process. - Reviewed renewals with policyholders, processed changes, additions and deletions to coverage. - Assisted in completing claims department to settle disputes and submit necessary documents for payments. - Perform administrative functions including payment collection, reception duties, ordering supplies, filing etc.

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  National Trades Union Congress (NTUC)

  • Central Singapore

  • Personal Lines Underwriter

    • Apr 1997 - Jun 1998
    • Central Singapore

    - Reviewed and issued renewals for automobile and property insurance policies. - Reviewed claims on policies to determine claim bonuses. - Negotiated renewal terms with individual agents. - Presented product coverage changes and associated rate changes.

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  The Personal Insurance Company

  • Etobicoke, Ontario

  • Personal Insurance Representative

    • Jan 1996 - Mar 1997
    • Etobicoke, Ontario

    - Sales of personal automobile and property policies for group members on the phone. - Reviewed renewals, completed coverage changes, took accident reports, meeting with clients to obtain documents, submitted claims cheques, prepared letters of experience, reviewed and corrected accounting issues for clients.

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  The Cooperators

  • Toronto, Canada Area

  • Customer Advisor

    • Apr 1990 - Dec 1995
    • Toronto, Canada Area

    - Sales of personal lines, automobile and property products on the telephone. - Reviewed renewal policies, process endorsements, collection of premiums and handled customer inquiries. - Completed claim reports, processed claims, liaised with body shops, rental companies and third-party insurers to ensure proper claim settlement. - Completed and mailed new policies, endorsements, claims cheques to policyholders.

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  Ministry of Education, Singapore (MOE)

  • Central Singapore

  • General Educator (Officer, Division 1)

    • Sep 1987 - Dec 1989
    • Central Singapore

    - Management of form class for Grade 12 class. - Preparation of lessons and instruction of lessons for history and general papers for classes at each grade level. - Marking essays, examinations and daily exercises for students. - General administrative duties including data entry of marks, performance reviews, management of extracurricular activities for students and teacher meetings.