Jo-Ann Goupil-Plut Email & Phone Number

Kitchener, On, Ca

Elmira, Ontario, Canada

Working within the Broker Management System Applied Epic- Complete company direct bill commission receivables and associated reconciliations- Complete company carrier Agency Bill payables and associated reconciliations- Maintain client receivables including daily deposits and processing refunds- Investigate and resolve discrepancies- Support the Finance Team where needed

Kitchener, Ontario, Canada

- Process new business policies and endorsements on insurance company portals including Aviva, Intact, Jevco, Travelers, Eco Select and Royal Sun Alliance.- Supports the sales and service departments with underwriting requests including home address changes, quotes and the processing of any follow ups.- Process policy cancellations as requested by customers and/or company underwriters.

Waterloo, Ontario, Canada

- Collect revenue by processing payments, bank change requests, and determining payment plan eligibility for new and existing customers.- Resolve payment discrepancies and review accommodation requests by working with the customer, broker, and/or management team to determine a appropriate solution for both the customer and insurance company.- Process policy cancellations and reinstatement’s as requested by customers and/or company underwriters.- Trained the procedure manual for new sales and service representatives, with regards to billing product knowledge of multiple insurance carriers.

Waterloo, Ontario

- Process new business policies and endorsements on insurance company portals including Aviva, Intact, Jevco, Travelers, Eco Select and Royal Sun Alliance. - Retrieve, organize and process all incoming mail including: dealer confirmations, address changes, inter-departmental change forms, and endorsement requests. - Supports the sales and service departments with all administrative requests including temporary liability slips, letter requests, binder requests, home address changes, quotes and the processing of any follow ups.- Provide back-up telephone coverage to the Customer Sales Representatives and Edvantage call centre during peak telephone periods.- Prepare documents for OTIP’s Document Imagining System- Assists with training of new administrative representatives.- Back up for Life and Living Benefits, process online application, medical approvals and declines.- Back up for Broker Accounts Department, complete cancellations, PAC changes, process credit card payments and Reinstatement of policies.- Was a Power User for the new management system and helped with putting all of the process in place to train the service, sales and administrative representatives- Assists with the Accounts Reconciliation Services department as a back-up- Customer service – French/English- Data Entry

Kitchener, Canada Area

- Customer service – French/English - Perform and complete customer agent request- Locate and confirm client location and status- Issued income tax receipts to all retiree members - Respond to members request - Complete requests by answering inquiries, faxing or photocopying documents, assembling information, preparing and sending letters as required.

Customer service – French/English -Troubleshooting customer inquiries and complaints -Coordinate technical assistance -Communicate and translate crucial information for technical field representatives. -Setting up new customer accounts

Various Location

Y & R Hair StudioFirst Choice HaircuttersRichard’s PlaceLiz’s Hair Studio- Reception of clients and answering telephone to book appointments- Customer Service- Supervision of Employees- Daily and Weekly balancing of transaction - Hair cutting, coloring, perming, styling - Maintaining salon area