Underwriting Support Specialist
277 Wellington St.
Was employed as part of the insurance branch of the CPA, wherein I am responsible in helping the underwriting team fulfil day to day goals. I support the underwriting team by producing new policy numbers, typing and issuing out certificates, and deal with any recent payments and invoices from clients. In addition I was also responsible for the renewal of policies, and the handling of submitted applications towards new policies. All this work is done through our own proprietary software that… Show more Was employed as part of the insurance branch of the CPA, wherein I am responsible in helping the underwriting team fulfil day to day goals. I support the underwriting team by producing new policy numbers, typing and issuing out certificates, and deal with any recent payments and invoices from clients. In addition I was also responsible for the renewal of policies, and the handling of submitted applications towards new policies. All this work is done through our own proprietary software that manages our database of insured clientele (TAM & EPIC by applied systems). Along with these duties alternative office work is also done through various software in the Microsoft suite such as Outlook, Excel and Word. As an Office administrator I also manually typed out policies and quotes, and am responsible for filing and organizing much of the paper files we have available. I was also in charge of managing this file room and ensuring everything is in order for ease of access. Finally, in addition to the above mentioned roles, I was privy to doing many regular office duties such as ordering various office supplies, and the mailing of private confidential information to clients. Show less