Experience

Westward Advisors

• Insurance
• 1 - 100 Employee

• Account Manager

  • Oct 2018 - Present



Kavmarq Professional Writing and Medical Transcription Services

• Contractor

  • Oct 2017 - Present

  • Collaborate with orthopedic surgeons to complete medicolegal reports.• Review medical history, rehabilitation reports, and interview summaries to ensure their inclusion in the report is complete and accurate.• Complete reports within a 48- to 72-hour turnaround time.



Sun Life Financial

• Canada
• Investment Banking

• Medical Underwriter

  • Jul 2014 - Jan 2017

  • Review and analyze medical, financial, and personal information and on occasion, a driver’s abstract in a timely manner. A copy of the applicants medical file was frequently received which would provide chart notes, laboratory results, rehabilitation information, and psychological assessments. • Conduct risk assessments with the information obtained and follow the underwriting guidelines in order to classify an individual’s insurability.• Communicate and explain adverse decisions effectively to the sales force and respond to follow up inquiries. • Process cases independently in a timely manner and collaborate with internal and external staff when required.

• Wholesale Case Consultant

  • Mar 2011 - Jul 2014

• Senior Wholesale Case Associate (Case Manager)

  • Sep 2008 - Mar 2011

• Life Claims Specialist

  • May 2006 - Sep 2008

  • Manage an extensive and complex caseload while referring with team members, underwriting consultants, on-staff physicians, coroners, police agencies, reinsurers, and private investigative firms to make an informed decision on complex cases.• Responsible for independent decisions regarding claims up to $1,000,000 by applying policy provisions and additional medical or investigative requirements.• Review attending physician statements, coroner reports, policy provisions, and investigative reports in order to accurately assess claims.• Collaborate with our legal department when a claim decision was challenged.

• Underwriting Case Manager

  • Jul 2004 - May 2006

• Senior Customer Service Representative - Individual Payments Team

  • Mar 2000 - Jul 2004

• Administrative Coordinator – Centralized Services, Group Insurance

  • Sep 1998 - Mar 2000