Donna Kayser, Email and Phone Number

Insurance and Investment Management

Selling Home & Auto InsuranceLife Insurance & WealthCommercial Business Insurance Compliance administratorScheduling appointments for advisors and setting up leads

Promoting and selling bank products.Face to face Customer serviceAwarded outstanding MasterCard Sales in F2015

Performs group eligibility activities.Performs Underwriting fraud detection activities.Performs Sales Segmentation activities.Completes underwriting portfolio reviews for both auto and homeowner policies.Completes established Underwriting Control activities as required by the business.Contributes to the development and maintenance of procedures for the underwriting quality and control function making recommendations.

Reviews Fax/Email reports and restricted log reports sent from all the CSC's across Canada and analyses for fraudulent or broker activity.Accountable for blocking faxes or emails that are suspicious.Investigates and reviews information reported by whistleblowers and CSC referrals sent to the fraud mailbox.Portfolio review of all markets for automobile and homeowner policies.\Performed group eligibility follow-up and validation requests to group contacts.Completed a Risk Management Services (RMS) project which is a review of all the home inspections (high value homes, oil tanks, and solid fuel burning appliance inspections) done across Canada. Analyzed and made recommendations to improve our current processes and underwriting rules.

Accountable for investigating and reviewing all residential Error and Omissions (E & O's) and large losses for all of Canada. Led and performed technical work that generated positive impact on operations, processes or departments by creating job aids for the CSC's to assist them with their customer service and placed it in the residential underwriting manuals. Accountable for client requests which we needed to make exceptions, decline or acceptance of a risk. Provided status/feedback on work progress. Tight guidelines involved due to training.Assisted with Error and Omissions for Automobile Specialist when required.Responsible for updates and changes to the residential manuals for all markets working closely with CSC managers and other departments such as training department, actuarial department and legal.Investigated and created a power point presentation for corporate underwriting for Historical Homes which consisted of an overview, summary and recommendations.

This position was the same as the Re-Underwriting Specialist with the exception of also converting over Liberty Mutual Insurance (LICC) claims to an AS400 system. I was the key contact for transferring over the information.Time permitting I also helped out the auditing team with their audits.

Coached, developed and assisted in the training and management of 13 new employees.Conversion of Liberty Mutual Insurance (LICC) homeowner and auto policies to a new system.Spot checks and overview completed on each employee. It was imperative the paperwork was correct going out to the clients.

Coordinated and implemented strategies related to the well being of the clients after they were involved in an automobile accident.Highly effective claims adjuster.Superior file management abilities being able to handle approximately 30 to 150 files at one time on tight deadlines and payment schedules. Continuously maintaining a high level understanding of changing legislation with regards to accident benefits.Empathetic to the needs of the client while educating the clients on the claims process and ensuring high quality service delivery. Strong foundation in customer service and conflict resolution.Developed effective relationships with external service providers with dealing with doctors, lawyers, paralegals, and medical facilities.

Underwrote and reviewed homeowner and automobile policies for all across Canada ensuring they met each provinces guidelines and legislations.Working with different departments ensuring good customer service.Client contact required on special projectsCreated and prepared training manuals.