Experience

Desjardins Insurance Agents

• Canada
• Insurance
• 700 & Above Employee

• • Jan 2019 - Present

  As a Training Facilitator I help plan, conduct, and administer programs that train new agent interns and new agent team members and improve their skills and knowledge. This training is 100% Virtual, which requires special techniques to engage the learner. I also continuously evaluate the effectiveness of our training programs, and our procedures. As a Facilitator I am knowledgeable in all DAN product lines which include Property, Auto, Life/Living benefits, Commercial and Vehicle Finance, as well as the respective systems for each. I also support our agents and assist with landing ad hoc initiatives which require training, events, and conversions Show less

• • Sep 2016 - Dec 2018

  Property Queue underwriter functions. Completed conversion for the Personal Property offer to integrate the State Farm Business line with Desjardins. Worked in both a production and call center environment. For both Property and Commercial lines: Adhered to and monitored new and existing underwriting guidelines when accepting new applications for insurance. Assisted agents with prospective clients by evaluating the clients’ insurance needs, existing coverage and claims history. Reviewed cases with unique risk factors to accommodate valuable business, and for fair and timely solution to cases requiring exceptions. Facilitated underwriting processes to complete various tasks, including writing new business, modifying policies, and assisting with cohabitation between both State Farm and Desjardins systems. Managed applications, payments, corrections, endorsements, and cancellations. Functioned as designated subject matter expert for Rental Dwelling and Rental Condominium Unit Owners policies. Engaged in re-underwriting efforts daily. Show less

• • May 2014 - Sep 2016

  Developed metrics used to determine inefficiencies and areas for improvement. Documented process flows and developed requirements for functional improvements and enhancements. Promoted vendor management best practices for product or service procurement within a department, resulting in a reliable comprehensive management of vendor relationships and creating more effective collaboration between the VMO, business areas, other impacted departments,and Purchasing/Contracts during the vendor selection process and continued use of that vendor. Show less

• • Apr 2011 - Jun 2014

  Assisted agents in retaining 90% of policyholders during annual renewal period. Assisted agents with interviewing prospective clients to learn about their insurance needs and to discuss any existing coverage.Processed applications, payments, corrections, endorsements and cancellations.Developed, implemented and monitored new underwriting guidelines for the agency.Compiled coverage and rating information in an accessible format.Prepared necessarypaperwork to process insurance sales and renewals. Show less

• • Apr 2007 - Apr 2011

  Obtained relevant evidence and information regarding suspicious claims.Reduced loss ratios through fair and prompt processing of claims.Coordinated with law enforcement to resolve claim issues. Conducted interviews, gathered detailed information and completed fieldinvestigations.Kept up-to-date on changes in regulations for deductibles andcollections.Drafted statement of loss to summarize damages, payments and underlying policy coverage.

• • Feb 2005 - Apr 2007

  Reduced loss ratios through fair and prompt processing of claims.Obtained relevant evidence and information regarding suspicious claims.Interviewed claimants, medical specialists and employers to determine pertinent claim information.Managed a caseload of 100 clients each quarter. Attended 3 anti-fraud trainings, conferences, client SIU trainings and industry seminars. Conducted interviews, gathered detailed information and completed field investigations.