Jennifer Lockhart

Jennifer Lockhart Email and Phone Number

Senior Medical Underwriter @
Jennifer Lockhart's Location
Oakville, Ontario, Canada, Canada
Jennifer Lockhart's Contact Details

Jennifer Lockhart personal email

About Jennifer Lockhart

Extensive medical underwriting experience in the Structured Settlement Industry as well as a significant background in Individual Life, Group Life & Health and Long Term Disability Insurance Underwriting.Excellent verbal and written communication skills with a high level of medical knowledge utilizing sound judgment and decision-making skills. Possess strong leadership abilities and have successfully trained and mentored numerous colleagues.Professional designations include ACS, ALU as well as being bilingual (French).Specialties: Strengths include: extensive medical knowledge , quality customer service , strong leadership abilities , mentoring and training , focused on successful team dynamics , extremely dedicated and passionate professional , excellent verbal & written communication skills , department liaison for Industry Compliance Standards (Sarbanes-Oxley, HIPAA) , presentation skills , highly organized and efficient , bilingualism (French)

Jennifer Lockhart's Current Company Details
Self-Employed

Self-Employed

Senior Medical Underwriter
Jennifer Lockhart Work Experience Details
  • Self-Employed
    Investment Portfolio Management
    Self-Employed Jan 2011 - Present
    Oakville, Ontario, Canada
  • Insurance Industry
    Senior Medical Underwriter - Structured Settlements
    Insurance Industry Mar 2012 - Nov 2012
    Montreal, Canada Area
  • Sun Life Financial
    Senior Medical Underwriter
    Sun Life Financial Apr 2011 - Jul 2011
    Montreal, Quebec
  • Metlife
    Senior Medical Underwriter - Structured Settlements
    Metlife Oct 2010 - Nov 2010
    New York City, Ny
  • Aviva Life Insurance
    Senior Medical Underwriter - Structured Settlements
    Aviva Life Insurance Jan 2006 - Mar 2009
    Boston, Ma
    Structured Settlement UnderwritingUnderwrote Structured Settlement and SPIA cases reviewing the medical history submitted for impaired lives and provided a rated age. Trained new underwriters to the group. Designated as team liaison to provide ongoing strategic reports for upper management.Collaborated with the IT Department to make significant improvements to our workflow system that greatly improved ease of use for the underwriters.Worked with Medical Director to recommend modifications to our underwriting guidelines enabling AVIVA to offer the most competitive ratings in the industry with premium dollars in excess of $600 million in 2008.
  • John Hancock Life Insurance Company (U.S.A.)
    Senior Medical Underwriter - Structured Settlements
    John Hancock Life Insurance Company (U.S.A.) Jan 1999 - Jan 2006
    Boston, Ma
    Structured Settlement Underwriting (2003 - 2006)Underwrote Structured Settlement cases reviewing the medical history submitted for impaired lives and provided a rated age. Worked with marketing representatives and actuaries by informing them of research undertaken and recommended modifications to underwriting guidelines. Trained new underwriters to the group. Provided ongoing reports for upper management.As acting manager, supervised two employees and managed the day-to-day operations of the department for a six-month period.Developed and executed Sarbanes-Oxley testing and reporting to upper management.Investigated cases comparing competitive information to analyze discrepancies with ratings and underwriting decisions allowing John Hancock to provide medically sound and competitive decisions.
  • John Hancock Life Insurance Company (U.S.A.)
    Financial Underwriter - Group Annuity Division
    John Hancock Life Insurance Company (U.S.A.) Jan 2000 - Jan 2003
    Boston, Ma
    Underwrote annuity policies for Group Pension products. Drafted new contracts and amendments. Utilized financial risk analysis and research techniques. Structured Settlement Specialist - Structured Settlements
  • The Bulfinch Group
    New Business Administrator
    The Bulfinch Group Jan 1997 - Jan 1999
    Boston, Ma
    Acted as a liaison between Home Office staff and brokers. Processed life and disability insurance applications; ordered APS requests, inspection reports and additional underwriting requirements. Prepared the policy including the calculation of premium and outlining delivery requirements.Provided opinions and insight regarding the proposed insured's degree of risk from a medical underwriting perspective.
  • Standard Life
    Medical Underwriter
    Standard Life Jan 1993 - Jan 1996
    Individual LifeUnderwrote individual life applications including disability waiver of premium and accidental death benefits. Underwrote Group Life and Health applications, Impaired Annuities and Structured Settlements. Provided ongoing support to brokers regarding policy status, medical explanations and rating decisions. Provided evaluations and feedback regarding existing and potential clients.Attended daily round-table discussions with Medical Director and fellow underwriters to discuss complicated cases and improve group's level of medical knowledge. Attained Associate Customer Service designation as part of the LOMA programme.Designed and delivered Branch Visit Presentations to maintain excellent relationship between Home Office and our brokers and field staff.
  • Sun Life Financial
    Medical Underwriter - Individual
    Sun Life Financial Jan 1990 - Jan 1993
    Underwrote individual life applications including total disability and accidental death benefits. Provided ongoing support to brokers with regard to underwriting decisions, policy status, medical explanations and rating decisions. Provided evaluations and feedback regarding existing and potential clients. Designed and delivered Branch Visit Presentations in assigned regions.
  • Sun Life Financial
    Senior Medical Underwriter - Group
    Sun Life Financial Jan 1984 - Jan 1990
    Underwrote Group Life and Health applications including creditor and mortgage insurance, weekly indemnity, long-term disability and Medicare supplement insurance.

Jennifer Lockhart Skills

Customer Service Underwriting Process Improvement Analysis Insurance Financial Risk Disability Insurance Business Analysis Microsoft Excel Microsoft Office Microsoft Word Outlook Team Building Leadership Brokers Research Risk Management Life Insurance Training

Jennifer Lockhart Education Details

  • Champlain Regional College
    Champlain Regional College
    Psychology - Social Sciences
  • Convent Of The Sacred Heart
    Convent Of The Sacred Heart

Frequently Asked Questions about Jennifer Lockhart

What company does Jennifer Lockhart work for?

Jennifer Lockhart works for Self-Employed

What is Jennifer Lockhart's role at the current company?

Jennifer Lockhart's current role is Senior Medical Underwriter.

What is Jennifer Lockhart's email address?

Jennifer Lockhart's email address is jl****@****ail.com

What schools did Jennifer Lockhart attend?

Jennifer Lockhart attended Champlain Regional College, Convent Of The Sacred Heart.

What skills is Jennifer Lockhart known for?

Jennifer Lockhart has skills like Customer Service, Underwriting, Process Improvement, Analysis, Insurance, Financial Risk, Disability Insurance, Business Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, Outlook.

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