Underwriter

• Apr 2022 - Present

Licensed Insurance Broker

• May 2018 - Apr 2022

Senior Insurance Advisor

• Jan 1998 - Mar 2018

• Proven leadership, presentation and supervisory skills • Excellent customer service and interpersonal skills; excellent at building rapport • Superior multi-tasking abilities, analytical thinking and problem solving skills • Efficient and effective in time management and organizational skills • Strong listening and communication skills; professional telephone manner • Proficient computer skills with excellent information gathering and computer- keyboarding skills and risk analysis • English and French (Fluent, both written and verbal) • Part of Special Services team responsible for and ensuring the best customer service for VIP clients; team member of the referral/resource team (contributed to the underwriting profitability to the western portfolio) • Acting Team Manager; provided Team Leader support • Provided Web approvals and word pro letter approvals; answered submission replies and binding authorities for Level 1 and 2 Advisors; created templates of letters or forms to ensure ease of use for team members and continuity • Provided facility quotes, issuances and modifications; processed files from various central abeyance pools • Peer coach for new analysts; resource queue for new analysts; evaluation of new team members; provided floor coaching, expertise and service to staff; performed grid reviews for new analysts (critiquing, fixing & coaching) • Participated in the preparation of Lunch and Learn PowerPoint presentations; presented accounting refresher to Edmonton staff; prepared training material for analysts moving to the Special Services and MES department; provided training for Special Services & Micro Enterprise for new analysts in the department • Obtained, evaluated and provided information on how other Insurers are dealing with watercraft Show less