Experience

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  representing BMO, Manulife,RBC,IA,

  • Toronto, Canada Area

  • Broker / Consultant

    • Mar 1998 - Present
    • Toronto, Canada Area

    Acquire and retain new clients (individuals and small business owners).Establish and maintain good working relationships with Insurers marketing and Head Office staff and MGA support staff.Employee benefits consulting to small business owners.Tax and financial consulting to small business owners ...

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  Accountemps & Todays Staffing

  • Toronto, Canada Area

  • Accounting Analyst

    • Jan 2000 - 2003
    • Toronto, Canada Area

    ACCOUNTING In BANKING INDUSTRY:Preparation of various financial reports, including monthly management reports, debt portfolio, capital expenditure, leasing and variance analysis, etc. at TD Canada Trust, Lansing Buildall, Icon Laser Vision, Think Think Think, etcPAYROLL / EMPLOYEE BENEFITSPrepare...

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  Green Shield of Canada

  • North York, Ontario, Canada

  • Assistant Rate Analyst

    • Jan 1996 - Jan 1997
    • North York, Ontario, Canada

    Establish rates for new business and renewal terms for in-force Group policies.Prepare detailed financial and statistical reports on large experince-rated cases at renewal.Assist Group Account Executives in acquiring new clients and retention of in-force groups.Compile and distribute various stat...

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  Confederation Life of Canada

  • Toronto,Ontario

  • Group Underwriter

    • Jan 1990 - Jan 1991
    • Toronto,Ontario

    Establish rates for New Business and in-force Group cases.Prepare annual statistical reports for large Experience Rated groups, to evaluate financial performance.Worked closely with Group Account Reps, Consultants, Brokers and Service Reps in servicing and conserving in-force groups. Refined proc...

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  Henry Weiner Inc

  • Toronto, Canada Area

  • Accounts Payable Clerk

    • May 1989 - Oct 1990
    • Toronto, Canada Area

    Processed AP for assigned customs brokerage accounts. Improved processing times by refiningadministrative procedures. Help compile and document training material. Contributed significantly to improvement in overall Dept performance.Improved relationships and communication with vendors.

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  Ontario Public Service

  • Toronto, Canada Area

  • Benefits /Payroll / Accounting Clerk

    • Jun 1986 - Apr 1988
    • Toronto, Canada Area

    Ministries of Government Services, Attorney General, Solicitor General, Health:Processed assigned payroll. Processed AP for Provincial Court Offices including Judges, JP's, Court Reporters, travel allowances, per diem expenses. Processed past service credits for assigned pension cases and re...

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  Dun & Bradstreet Plan Services Canada

  • Toronto, Canada Area

  • Underwriting Supervisor

    • Mar 1983 - Feb 1985
    • Toronto, Canada Area

    Establish Underwriting & Policy Issue Dept.,Negotiated underwriting guidelines with 3 Insurers (Empire Financial, Desjardins,MetLife).Trained and supervised junior underwriters and telemarketers.Establish performance standards and ensure compliance.Underwrite new business and renewal underwri...

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  AIG / Constellation/ Dun & Bradstreet

  • ADMINISTRATION / MANAGEMENT

    • 1975 - 1985

    Managed $15 million portfolio of Group, Pension and Accident insurance at ALICO; ensured compliance with all budget and performance standards.Supervised $14 million portfolio of Group Insurance business acquired from Prudential of England; played key role in converting this business to Constellat...

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  Travelers Insurance Company

  • Toronto, Ontario

  • Group Underwriter

    • Jan 1981 - Jan 1983
    • Toronto, Ontario

    Establish rates for New Business and in-force Group cases.Prepare annual statistical reports for large Experience Rated groups, to evaluate financial performance.Worked closely with Group Account Reps, Consultants, Brokers and Service Reps in servicing and conserving in-force groups and acquiring...

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  Panell Fitzpatrick,CA

  • Georgetown, Guyana

  • Junior Loss Adjuster (rep Toplis & Harding Int'l Loss Adjusters)

    • Jun 1972 - Jan 1975
    • Georgetown, Guyana

    Investigate and adjudicate large Property Damage, Liability, Marine claims on behalf of Lloyd's of London and local multi-line Insurers. Wrote detailed claims reports after doing investigative work on-site and interviewing sources. Studied for ACII professional Insurance certification (Associ...