Alyson C. Email & Phone Number

Canada

Canada

Newmarket, Ontario, Canada

• Set up of New Advisors for commission in administration system• Maintain/update status for inactive Advisors to reactive them in system• Assist in investigation and resolution of commission related disputes• Provide access, guidance and support to brokers regarding the portal system• Process hierarchy changes as applicable in all systems• Assist Commissions Analyst and Senior Reconciliation Specialist with issues or special projects as needed

Newmarket, Ontario, Canada

• Processed Insurance applications from receipt to issue for all lines of business• Processed and co-ordinated Multi Life (grouping) issue/modifications/cancellations and preparation, production and e-mail of monthly billing statements• Reviewed applications for completeness, error and or omissions and compliance with insurer requirements• Maintained accurate and up to date information on all received applications• Communicated with advisors regarding the status of application and / or missing information• Followed-up on outstanding (missing) information with brokers

Newmarket, Ontario, Canada

• Received and processed all incoming insurance applications• Searched applications in administration system and determined if new or modification to an existing client coverage• Searched advisors in administration system to determine if active• Pulled prior files for existing clients and match with the most current application• Entered Client and policy into the Administration System• Provided reception duties when required

Toronto, Canada Area

• Complied resource head count for senior managers• Edited distribution lists• Purchased office supplies• Co-ordinated training schedule for employees• Processed on/off boarding of contractors, full-time employees• Generated and analyzed Reports for senior managers• Owned compliance of Record Retention by ensuring departments adhere to corporate standards • Maintained accuracy of list of Record Retention, by coordinating annual clean-up with departments • Attended management meeting to assign Project Managers to projects• Verified project numbers to ensure accuracy• Co-ordinated update of department SharePoint site• Developed new database for protection of securing valuable information• Centralized point of contact for inputting resource requests and processing through database• Analyzed and assessed operational cost estimate to determine work hours of Project Manager

Toronto, Canada Area

• Provided support in preparation and development of project management best practices, tools and processes• Provided input in rollout of training manual • Provided support to Project Managers on various different tools• Managed sub-section of project • Co-ordinated and distributed Quarterly reports

Toronto, Canada Area

• Provided Senior Managers and Project Managers with financial plan forecasting data• Provided training to users on Project tools• Coordinated post implementation reviews across Corporate Technology Department Development (CTD) group

Toronto, Canada Area

• Provided new hires with offer letters, organizational charts and access to system and tools• Supported Managers with updating HR system with bonus pay and increases• Coordinated department quarterly newsletters & town hall