Experience

Optimum General Insurance

• Canada
• Insurance
• 1 - 100 Employee

• Personal Lines Underwriter

  • Sep 2021 - Present



HUB International Canada

• Canada
• Insurance
• 300 - 400 Employee

• Private Client Account Manager

  • Apr 2016 - Sep 2022

  - Manage and service Hub’s VIP client accounts with multiple personal property insurance policies- Assess and make recommendations for client’s insurance needs based on thorough assessment of their risk profile - Maintain relationships with underwriters and successfully negotiate policy terms for clients with relationship underwriters - Provide market renewal proposals to clients upon policy review where needed

• Personal Insurance Advisor

  • Sep 2015 - Apr 2016

  - Provide personalized insurance advice to clients - Provide personal property and travel insurance quotes to existing and prospect clients based on their insurance needs - Manage and service personal property insurance renewals and policy endorsements for clients



Intact

• Canada
• Insurance
• 700 & Above Employee

• Personal Lines Underwriter

  • Jul 2013 - Sep 2015

  - Utilize underwriting knowledge and experience to underwrite medium complexity personal property insurance renewals, new business and endorsements - Review policy claims and determine proper underwriting strategies - Serviced insurance broker inquires over the underwriting telephone queue - Develop brokers’ new business growth with partnered brokerages- Strengthen broker relationships through brokerage visits and performance reviews, and annual week trips to meet partnered brokerages in the BC Okanagan and Interior regions Show less

• Underwriting Assistant

  • May 2011 - Jul 2013

  - Service brokers over the servicing unit telephone queue providing policy quotes, changes, and broker portal and tools queries - Maintain telephone answered calls and call wait-time standards - Process policy endorsements and letters- Selected to provide brokers’ system training and lead project for promotion and increased broker system usage, utilizing and analyzing brokerage usage reports, business reports, and brokerage feedback

• Processor

  • Aug 2010 - May 2011



ING Insurance

• Receptionist

  • Jul 2008 - Sep 2008