Jason Sperry, Cip Email & Phone Number

Mississauga, Ontario, Canada

Mississauga, ON

I work with multiple stakeholders across the organization to confirm operational processes reflect up to date regulatory and policy requirements established by the organization, as well as both provincial and federal regulatory bodies that govern the sale and service of Insurance products. I work with the business units, Legal and Compliance to provide.

Mississauga, ON

Accountable for the administration and maintenance of the call monitoring system including oversight of call recording database, recording retrieval in accordance with privacy, coordinates transcribing recordings at the business or client request, compliance and information risk management policies, user administration troubleshooting, tickets and.

I lead a high performing, multi-disciplined cross-functional quality assurance team who provides regular and timely feedback among diverse groups for varied areas of RBC Insurance - H&A, Travel, and L&H based on Business or Regulatory Requirements. I works with our Administrator to ensure recording requirements, system requirements, system access and.

• Review and evaluate Agents recorded client interactions for customer service excellence, areas of improvement and gaps in training.
• Prepare evaluations and coaching for the Agents.
• Prepare reports on progress and trends and present the trends to Team Managers and Senior Management.
• Participate in monthly calibration sessions with Team Mangers to ensure consistency between evaluators and Management.
• Responsible for role out of information document to team managers and then to insurance agents so that they were familiar with scoring guidelines.

• As a single point of contact for customers in servicing, selling and renewing property and casualty (home and auto) insurance policies.
• Perform front-line underwriting of Personal Lines policies for both new business and renewal business. Identify and analyze acceptable risks and decline unacceptable ones (or escalate for further evaluation)
• Provide complete solutions to customer concerns/problems, escalating where necessary and appropriate
• Review prospective customer applications for accuracy and review quoted information
• Act a peer coach for new staff
• Participate in monthly coaching, huddles and team meetings

Technical Theatre/Theatre Design And Technology

Education record