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Work Background
Customer Relations Officer
TD InsuranceCustomer Relations Officer
Sep. 2022Markham, Ontario, CanadaRespond to queries from Insurance Advisors of processes and underwriting rules, provide concessions within the appetite risk of the business, and troubleshoot system issues where able to.
Business Analyst II
TD InsuranceBusiness Analyst II
May. 2022 - Sep. 2022Markham, Ontario, CanadaReviewed and witnessed applications for license renewals before submitting to Insurance Council for review. Updated and corrected policy guidelines for licensing requirements within the organization.
Underwriting Assistant
TD InsuranceUnderwriting Assistant
Feb. 2022 - May. 2022Markham, Ontario, CanadaReview and confirm policies rated appropriately based on the risk assessment, also ensure that all appropriate discounts were applied to renewing policies.
Property & Casualty Insurance Advisor (Flex)
TD InsuranceProperty & Casualty Insurance Advisor (Flex)
Oct. 2021 - Feb. 2022Greater Toronto Area, CanadaLicensed Insurance Advisor, responding to clients from all provinces with the exception of Quebec and Manitoba for all property & casualty queries including quotes, coverage, billing, and claims.
Property & Casualty Insurance Advisor (Western Market)
TD InsuranceProperty & Casualty Insurance Advisor (Western Market)
May. 2021 - Oct. 2021Markham, Ontario, CanadaServiced Alberta and British Columbia regarding property & casualty insurance including quotes, binds, modifications, and queries.
Business Development Specialist
NestvestedBusiness Development Specialist
Mar. 2021Kingston, JamaicaDeveloped relationships with prospective clients, while maintaining existing client relationships. Negotiated contract terms with clients and communicate terms to stakeholders. Collaborated with design and production teams to ensure contracted product specifications were executed on time and as agreed.
Project Manager
NestVestedProject Manager
Jan. 2019 - Mar. 2021Kingston, JamaicaLead projects end-to-end, ensuring alignment with goals, utilizing SCRUM, JIRA, Tableau, and BI tools for informed decision-making. Proactively mitigate risks, fostering a culture of collaboration and excellence.
Business Continuity Specialist
DesjardinsBusiness Continuity Specialist
Jul. 2016 - Dec. 2020Mississauga, Ontario, CanadaLed SCRUM meetings where we reviewed current processes and assisted with developing ways to eliminate deficiencies without compromising client experience. Tested 'updated' processes with each iteration.
Conversion Project Analyst
DesjardinsConversion Project Analyst
Feb. 2016 - Jul. 2016Mississauga, Ontario, CanadaConverted automobile and property policies from State Farm to Desjardin's system accurately and efficiently to ensure a smooth transition for clients. Review policies with anomalies or outside of Desjardin's underwriting guidelines to provide exceptions or generate cancellation letters after conferring with teammates.
Property & Casualty Insurance Advisor
Desjardins General Insurance GroupProperty & Casualty Insurance Advisor
Jan. 2015 - Dec. 2020Mississauga, Ontario, CanadaLicensed insurance advisor, educate clients on property and casualty insurance, while analyzing the risk assessment for new and existing clients. Recognized for delivering exceptional service and exceeding sales targets. Actively participated in fundraising efforts for the Alberta Fires in July ; also orchestrated impactful team events at food banks, contributing to meal preparation for the less fortunate.
Data Analyst
D+HData Analyst
Sep. 2008 - Jan. 2015MississaugaWorked closely with management to ensure smooth transition of accounts and continuous knowledge of account status to identify potential issues or opportunities within a related project. In this role, developed rapport with stakeholders to assure stakeholders of progress made, as well as address any concerns had.
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