Experience

The Magnes Group

• Canada
• Insurance
• 100 - 200 Employee

• Commercial Insurance Broker - International Business

  • Aug 2022 - Present



Zensurance

• Canada
• Insurance
• 200 - 300 Employee

• Commercial Insurance Broker

  • Oct 2021 - Aug 2022



Economical Insurance

• Canada
• Insurance
• 700 & Above Employee

• Commercial Underwriter/Analyst - Auto (IRCA)

  • Sep 2019 - Sep 2020



Sonnet Insurance Company

• Canada
• Insurance
• 100 - 200 Employee

• Licensed Insurance Agent

  • Apr 2018 - Sep 2019

  Actively supporting our insureds with inquiries, purchases, policy changes, coverage education, technical/digital support: Canada wide with Sonnet's digital platform for Home & Auto policies. Required to continuously improve, expand and be well versed in insurance regulations province to province with continuing education (working towards completing CIP designation). Investigating and cross referencing home & auto policies and claims data. Actively involved in company initiatives for Employee Engagement, Community Volunteering and Fundraising. Addressing technical issues with digital client accounts by working in partnership with our IT department. Providing coverage related knowledge and recommendations, including reviewing Client Insurance histories/driver history and records. Teaching Clients how to take control of rating factors in reference to premium rating. Investigating and correlating trends/patterns in fraudulently set up policies. Report taking is a major part of this role. Achieved legendary' status in: case/file creation steadily in monthly performance reviews since hired. Internal company ambassador for our Social Committee, actively taking leadership in planning company fundraisers, events and improving employee engagement. Dependable team player in employee feedback/focus groups on improving work processes, employee efficiency and productivity. Show less



Economical Insurance

• Canada
• Insurance
• 700 & Above Employee

• Claims Assistant - Payment Unit

  • Jan 2017 - Jan 2018

  Issuing, retrieving and managing payments relative to auto claims. Documenting and investigating files while cross referencing appraisal assignments. Communicating with external vendors about expected repair completions, invoicing and payment inquiries. Handling inquiries related to liabilities, deductibles and claim pay outs. Monitoring and handling incoming calls through a CISCO unified communications phone queue system. Updating and creating excel documents pertaining to workload management, monetary recoveries and monthly reports. Providing exceptional customer service to policy holders. Understanding customer/vendor needs while meeting established quality service standards. Interpret policy wordings, confirm policy coverage. Moving, recognizing errors to ensure accurate and appropriate reserving. Investigating losses to confirm liability. Training new hires and temporary support employees. Providing support to inquiries from various departments handling other aspects of auto claims (adjusters, salvage, total loss) by communicating details and updates. Handling department inbox inquiries, requests and communications from internal employees and external contracted/ non-contracted vendors, and policy holders. Providing financial updates on the status of payments (individual/manual and bulk cheques). Engagement/use of software applications: • Oracle - Claims Management System • Audatex - Claims Appraisals and Assignments • LOTUS NOTES software - For the purpose of: communication, scheduling (time off requests, attendance tracking). • Microsoft Office - Excel and Word • Microsoft Outlook - Email, shared inboxes, voicemail, calendar/scheduling. • Adobe Acrobat Reader Show less



Desjardins

• Canada
• Banking
• 700 & Above Employee

• Client Service Coordinator

  • May 2016 - Dec 2016

  Handling of total loss, new claims and subrogation documents. (Originals & electronic). Creating/opening claim files for third party claims requests. Processing total loss payments/cheques. Handling of various invoices related to insurance claims. (Tow & storage, rental vehicles, vehicle repair). Processing/preparing original total loss documents, (proof of loss, vehicle registration/ownership, bill of sale) for Salvage Department. Assist claims advisors with various requests. Receiving and mailing out documents + parcels. Engagement/use of software applications: • HCAI - Health Claims for Auto Insurance electronic system. For the purpose of creating/editing/activating/deactivating claims data. • INDM Claims Management Software - For the purpose of: creating/opening claims, processing third party requests, processing payments, converting paper documents for electronic/digital access, investigating claim file for various tasks. • LOTUS NOTES software - For the purpose of: communication, electronic fax requests, document processing, inter-office distribution of workload. • Microsoft Office - Excel and Word Show less