Daniel Andrade Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

Demonstrated exceptional attention to detail and client services in handling insurance brokerage tasks, including new business, endorsements, certificates of insurance, renewals, payments, and invoicing. Working on various program and independent accounts with premiums upwards of 15k.Managed professional liability coverage for clients operating in: mutual funds, securities, life insurance, and pharmacy.Reported weekly to address operational progress, impediments, plans of action, and changes.Managed client and underwriter relations as a first point of contact. Upholding Marsh’s high industry standards for SLAs and KPIs for CSR members in the Center of Excellence.

Toronto, Ontario, Canada

Played a pivotal role in the conversion project of Errors and Omissions (Professional Liability) policies as part of Intact Insurance's acquisition of Royal Sun Alliance Insurance (RSA).Parsed and updated data from Take Up sheets provided by an offshore team, ensuring accurate and efficient transfer of policy information to Intact's systems.Performed quality control procedures for the Take Ups, and led correspondence with the offshore team in addressing discrepancies and errors.Effectively managed the administration and correspondence as part of the cancellation process.Validate and publish policy renewals that were migrated from RSA systems, and negotiated with brokers on new policy terms.Reported weekly to address operational progress, impediments, plans of action, and changes.

Mississauga, Ontario, Canada

Actively managed the team's mailbox to identify tasks, add them to the team backlog, and assign it to the appropriate team member. Responsible for tracking and reporting on tasks.Demonstrated exceptional attention to detail and accuracy in handling data processing tasks, including Certificates of Insurance, Statement of Values, Claims filing, and Loss Runs.Primed new business, endorsements, and renewal artefacts for the underwriters review.Managed brokers relations as a primary point of contact; provided prompt correspondence.

Mississauga, Ontario, Canada

Efficiently managed the organization and distribution of incoming and outgoing mail and packages, ensuring timely delivery. Acted as a support receptionist, handling incoming calls and professionally directing customers, enhancing overall customer service experience. Processed and indexed policy documentation for the claims and personal lines of business; processed invoices, and shared details with the financial accounting team. Responsible for collecting requirements from departments and submitting supply orders; and managed inventory for several departments.

North York, Ontario, Canada

Contributed to the “Canadian-Philippine Alternative Transnational Economies” project by networking and coordinating interviews with the target-demographics.Facilitated interviews, and communicated privacy and legal agreements in compliance with York bylaws, provincial and federal laws.Worked closely with supervising professor in planning interview strategies and execution.Transcribed interviews, and processed them through the York Centre for Asian Research’s intranet.Analyzed and interpreted interview data and presented the consequent information during progress meetings with the project team.