Experience

Unica Insurance Inc.

• Canada
• Insurance
• 1 - 100 Employee

• Broker Auditor & Trainer

  • Mar 2013 - Present

• Internal/External Auditor & Trainer

  • Mar 2013 - Present

• Team Leader

  • Oct 2010 - Mar 2013

   Organize and prioritize workflow and distribute work to the team to ensure service standards are maintained. Act as a point of appeal for Brokers and Policyholders using strong problem solving skills. Review Major Loss reports completed by Senior Underwriters. Prepare productivity/service reports for management on a weekly and monthly basis. Provide feedback on assigned Broker’s portfolio and results and prepare summary for management as required. Complete performance management activities for the team and draft individual team member Performance Reviews for review and approval by Management. Provide leadership, underwriting expertise and coaching for team members. Lead monthly team meetings; work with other team leaders to prepare agenda to ensure consistency within the department. Provide guidance and technical support to team members, review underwriting decisions and approve risks over Senior Underwriter’s limits of authority. Monitor underwriting execution and ensuring that underwriting standards are maintained and proper documentation is kept. Ensure that Corporate and underwriting procedures and guidelines are adhered too. Able to ‘back-up’ all positions within the team, as required. Underwrite ‘Referred’ New Business, Renewals, Endorsements, and Home Inspections from the team. Participate in recruitment for the Personal Insurance department.  Travel to Brokers office to train and other relationship building activities as required. Represent the Company at insurance functions outside the office. Any other administrative duties and special projects as assigned by the Director of Underwriting Services, Personal Insurance or AVP of Personal Insurance. Show less

• Senior Underwriter

  • Oct 2006 - Sep 2011

   Maintain team service and quality standards. Provide guidance, leadership and technical support to Intermediate and Underwriting Assistants; review underwriting decisions and approve risks above their limits of authority. Underwrite/Issue “referred” New Business, Renewals, Endorsements, Cancellations and Home Inspections within Limits of Authority. Service Broker phone inquiries and risk referrals. Handle customer complaints. Provide leadership and act as a Mentor/ Coach for Intermediate and Underwriting Assistants. Investigate policies; prepare necessary evidence to attend Court hearings on behalf of the company.  Review risk alerts, claims activity, and prepare Major loss reports as required. Able to support all positions within the Team, as required. Travel to Brokers office to develop and build broker relationships. Keep up to date with industry and market changes and developments. Represent the company at industry functions and meetings. Handle other duties and special projects as assigned by the Team Leader or the Director of Underwriting Services, Personal Insurance. Show less