Deirdre Yates Email & Phone Number

Waterloo, Ontario, Canada

ThinkLP - Client Services Implementor of the Best Case, Audit, and EBR software in the world! Teaching Salesforce and Being Awesome!

Guelph, Ontario, Canada

Guelph, Ontario, Canada

• Applied business and technical expertise in providing descriptive analytics, while upholding established data and analytics governance• Developed and maintained knowledge of various databases and efficiently extracted data using tools and programming languages (SAS,SQL, MicroStrategy)• Monitored and identified product and underwriting data trends• Participated in the development of product analytics strategy and methodology• Designed dashboards and tool mock-ups for effective portfolio management• Provided guidance, support and training to product and underwriting areas on the use of dashboards and self serve tools

Guelph, Ontario, Canada

• Analyzed data for participation in LEAN process for three Home Rate Reviews and one Auto Rate Review.• Consulted on dislocation discussions as Atlantic Auto converted to PolicyCenter, which increased efficiency by validating client was being charged the correct premium. • Mentored peers in data discovery and how to use SAS, helping improve performance and efficiencies.• Designed and analyzed Quebec Commercial Quotes Report, which allowed for better management of the portfolio.

Guelph, Ontario, Canada

• Created complex reports from multiple data sources, using SQL, SAS, and Business Objects, with well documented procedures that led to greater efficiency.• Analyzed, prioritized, and created ad hoc reports for clients from Home, Auto, Farm and Commercial (including Co-op Quebec), in both English and French. • Designed new process that streamlined ad hoc reporting, using an online portal and Jira to track them. Tracking allowed us to create better self-serve data sources, increasing efficiency and user satisfaction.• Converted reports from legacy systems to new systems, increasing productivity and sustainability.• Ran month-end, quarter-end, and year-end processes, ensuring reports were accurate and on time. Troubleshot and communicated when there was a problem, resulting in high client satisfaction. • Adopted reporting functions from Quebec acquisition. All data and coding was in French. Merged acquisition data with English legacy data to allow for full reporting of the portfolio. • Wrote an English language user guide for French data sources allowing for greater data exploration and portfolio management by English speaking colleagues.• Championed Data Quality, Data Metrics, One Version of Truth and Data Reconciliation to clients and colleagues, which led to more data understanding and fewer misconceptions. • Coached colleagues on various data sources and systems, including SAS and SQL.

Certified Salesforce System Administrator

Bachelor Of Science (Human Kinetics)

Chartered Insurance Professional, Insurance