Experience

Insurance Supermarket Inc.

• Canada
• Insurance
• 1 - 100 Employee

• Compensation Specialist

  • Feb 2019 - Present

  In February 2017 I returned to Insurance Supermarket on a contract basis to supervise their commission tracking. Between 2017-2019 I was the team lead responsible for the administration of the ULP which consisted of data entry, follow ups, and commission tracking of 500+ advisors. In addition, I also managed the QuickBooks bookkeeping pertaining to the A/R and A/P for the program.In 2019 I accepted this as a full time position and in 2020 when the ULP was reduced in capacity, I moved into the premium accounting role, while maintaining the remaining ULP program.Throughout 2021 I trained a replacement for the ULP program. I was also responsible for the training of multiple people for the premium accounting role. I have successfully organized a division of our products that comprises more than 60% of our overall sales. We have since transitioned to NetSuite where I have been an integral part in the development and analysis of the system once it launched.



Kathleen Aldcroft

• Virtual Assistant

  • Mar 2014 - Jan 2021

  - Running illustrations & prepping applications for appointments- Ordering medicals and prepping clients for appointment- Following up on pending cases, obtaining and submitting requirements- Obtaining and completing any inforce service items - Life & Investments- Aid with reporting for term renewals so all clients are managed in a timely efficient matter for rewrites- Set up & maintain monthly calendarAny other tasks delegated by the broker. - Running illustrations & prepping applications for appointments- Ordering medicals and prepping clients for appointment- Following up on pending cases, obtaining and submitting requirements- Obtaining and completing any inforce service items - Life & Investments- Aid with reporting for term renewals so all clients are managed in a timely efficient matter for rewrites- Set up & maintain monthly calendarAny other tasks delegated by the broker.



Enercare Inc.

• Canada
• Consumer Services
• 1 - 100 Employee

• Accounting Clerk

  • Sep 2015 - Feb 2017

  - Reconciled Hours and Parts for all HVAC Technicians in Durham Region from Perry Mechanical- Assisted customers in completing incentives after new furnace & AC installs- Assisted with inventory tracking - Developed the Google schedule for the HVAC Installers Team (was paper schedule)- Worked in dispatch and managed the technicians daily appointments - Reconciled Hours and Parts for all HVAC Technicians in Durham Region from Perry Mechanical- Assisted customers in completing incentives after new furnace & AC installs- Assisted with inventory tracking - Developed the Google schedule for the HVAC Installers Team (was paper schedule)- Worked in dispatch and managed the technicians daily appointments



Valliant Property Management

• Front Desk Receptionist

  • Feb 2015 - Sep 2015

  I started as the part time rental agent showing apartments on weekends and moved into the front desk position within two months.Front desk receptionist - Reconciled daily cheque, credit and cash payments for rent.- Prepared Excel sheets for the A/R team for those who had not paid- Assisted with advertising allowance tracking for the corporate building rentals- Took on tasks as executive assistant to the ownerRental Agent- Showed available apartments to potential renters- Completed rental applications to give to the property manager- Processed/Accepted rent payments from tenants

• Team Leader Case Management Dept

  • Oct 2010 - Mar 2014

  Jan. 2013 - March 2014• Contributed to the growth of the company by 45% per year • Train and manage a team of 4 case managers and 1 new business administrator• Wrote and developed the policies and procedures manualCase Manager Sept. 2011 – Jan 2013• Decreased application to settled turnaround times by 25% and maintained a less than 90 day turnaround for two plus years• Managed 700 applications on average per month for 100 permanent brokers and 200 + part–time brokers• Trained the new business administrator for data entry, trained and developed procedures for the receptionist position and maintained the internal operating systemCommission Administrator April 2011 – Sept 2011• Recouped unknown commission in the amount of $100,000 + • Manually entered commission statements for 100 permanent advisors as well as MGA/AGA commission statements• Collected charge back payments from brokers, prepared bank statements and basic bookkeeping tasksAdministrator Oct 2010 – April 2011• Obtained BC, AB, SK and MB licensing along with appropriate E&O coverage• Managed 14 permanent brokers business from licensing, sponsorship, new business application processing, commission payments and basic accounting tasks for the startup brokerage• Trained the current contracting & licensing manager on company policies and procedures along with set up of the internal operating system