Julian Pantazescu Ba, Gba Email & Phone Number

Canada

Toronto, Ontario, Canada

• Analyze vendor block renewals by checking carrier or vendor's plan rates for reasonableness and by analyzing claims and enrolment data, trend rates, administrative expenses and other charges for the whole block and then implementing client by client.• Ensure accurate and timely delivery of block renewal reports to consultants.• Provide accurate and timely data and financial analysis on quotes received, while analyzing the impact on overall performance of block and individual office competitiveness.• Prepare financial reporting on quarterly and yearly basis for the national team.• Maintain block quote tracking tool and act as mentor and gate keeper for the team.• Assign quote requests and renewals to team and peer review prior to sending to local consulting team.• Validate and compare premiums for group benefit plans under renewals, quotes or benchmarking exercises with other companies in the industry.• Manage relationships with carrier partners as well as internal consultants and respond to day-to-day inquiries.• Develop strategies and solutions related to the costs and funding of group insurance plans.• Build and improve tools and templates used for workflow, financial summaries, and block renewals.• Ensure agreed upon terms and conditions of exclusive agreements are applied.

Toronto, Ontario, Canada

• Lead and mentor underwriting and service teams• Develop and manage relationships with existing and new distribution partners o During the first quarter of 2023 sales surpassed 2022 calendar year sales figures o Helped create a CE credit presentation and presented it to our clients. o Improved internal processes and travelled to meet with a lot of clients to explain to them what we have to offer at Fenchurch.• Act as a subject matter expert for brokers and clients, and identify ways the Fenchurch disability portfolio can address concerns and create opportunities for these partners• Provide product training and expertise in video conferences, over the phone and in person• Establishing underwriting guidelines, update documentation, training materials, Booklet and Policy wording, and establishing best practices across the business• Manage relationship with partner carriers and offer solutions to their unique needs.• Work across all departments to solve client issues, challenges and escalations

Etobicoke, Ontario

• Responsible for underwriting and risk selection with the mandate of acquiring and maintaining profitable business. Increased profitability through proper risk-selection methods and centralization of that decision-making process. Due to several improvements implemented, Benecaid experienced massive increases in closing ratios (quotes sold VS quotes produced) since I started working at Benecaid in January 2019: o In my first year in the role (2019) the average monthly closing ratio increased by 6.25% o In my second year in the role (2020) the average monthly closing ratio increased an additional 7.76% o In my third year in the role (2021) the average closing ratio increased an additional 14.3% o Therefore, since I started working at Benecaid the average annual closing ratio increased by a total of 28.31% (one of the highest in the industry).• Responsible for strategic planning, contract management and negotiations, delivery of departmental recommendations, business plans, results, and improvements. Completed several block renewals and managed to negotiate better rates for the company. This resulted in increased revenue for Benecaid.• Provide leadership, mentorship, direction, and support for a talented team of underwriters. Without increasing the size of my team, we can handle large increases in quote volume (since last year, Honeybee quotes more than doubled, but the team stayed the same). This was possible due to numerous process improvements that were made to quoting tools, proposal generation procedures, better trained sales and underwriting staff and automation of quote production for virgin Honeybee quotes. • Succeeded in increasing productivity by about 25% in my department through minor restructurings and the creation of several calculator templates that were implemented into production.

Mississauga

• Successfully handled a heavy workload, including new quotes, renewals, projects, testing new tools, holding meetings with our Information Technology department to discuss issues encountered while testing, preparing training documents and training the department on new tools/processes. Recognized for having the highest production numbers as well as having the highest number of sold quotes in my department, for my last 4 years there. • Managed small teams on different projects and made sure that all deadlines were met successfully. Received several awards and certificates of appreciation for my hard work, commitment and for going above and beyond, making sure that the job is done right and on time.• Efficiently performed Group Underwriting functions for assigned cases; collaborated with and disseminated information to Contracts, Sales and Service personnel, to ensure a strong customer focus. Succeeded in increasing productivity by about 20% in my department through the creation of several calculator templates that were implemented into production.• Represented my department in a major project that connected all Group Benefits departments at RBC. Participated in planning meetings, tool testing, documentation creation for my department, provided training sessions and support to my underwriting department.• Handled Group Financial Underwriting and Reporting (Life, AD&D and Dependent Life) for one of the largest groups in Canada (about 77,000 lives).

Waterloo, Ontario

•Generated financial reports and renewal accounting packages; handled multiple deadlines in an environment where accuracy and timeliness of client reports directly impacted profitability.•Developed extensive knowledge of underwriting principals and practices and changes in legislations as they relate to taxation; shared expertise regarding client details to ensure accuracy and timely delivery.•Created and updated trackers in Excel and internal database to control timing of report production; held meetings with underwriters and account executives to make recommendations and discuss discrepancies on outstanding client issues. Shared valuable tracking tools with the team to improve accuracy and efficiency.•Handled suspense accounts and cheque/wire requests as part of end of month reporting.

Kitchener, Canada Area

•Prepared special reports as requested by clients, account executives, managers/directors/executives and underwriters to provide a concise compilation of data.•Completed billing adjustments, reconciliations and terminations to ensure accurate statements were produced.•Facilitated training new employees on systems and daily processes; assisted team members, management and clients and provided support with problem resolution.

Waterloo, Canada

•Prepared policyholder premium bills by reviewing, validating and allocating remitted premium including application of appropriate taxes, financial agreements and other special arrangements.•Completed billing statements/invoices accurately and on time; created accruals and aged reports for managers and executives, received payments and allocated funds to various accounts.

Cambridge, Ontario, Canada

•Successfully launched, on time and within budget, a Subway restaurant in 2004; in second year increased sales by 35%.•Actively involved in all business aspects: financing, construction, store layout, advertising and municipal relations.•Managed two restaurants, ensuring health regulations and owner policies were respected; prepared payroll and scheduled shifts for over 20 employees to complement customer traffic during peak periods.•Nominated for "2006 Mayor's Award for Excellence in Workforce Training & Development".•Acknowledged as first Subway restaurant in North America to receive “The Eat Smart Award of Excellence” from the Ministry of Health.•Implemented a training program designed to reduce food waste; facilitated group and individual training to ensure compliance.•Decreased operating expenses by 10%; controlled inventory and completed payroll tasks.•Performed all bookkeeping tasks required: preparation of monthly Source Deduction, PST, GST, accounts receivables and payables.

Toronto, Canada Area

•Generated accurate invoices by researching various IBM computerized inventory systems to verify entitlement to maintenance service.•Executed billing process and proper escalation procedures to ensure valid revenue was obtained.•Maintained positive relationships with IBM’s Field Managers, technicians, and customers.•Created a reference card designed to improve productivity, which resulted in significant time savings.

Group Benefits Associate (Gba), Group Benefits

Honours Ba, Political Science – Administrative Studies Specialization – History Minor

Activities and Societies: Co-founder and president of the Romanian Students Association

Diploma, Peace And Conflict Studies

Certified Joint Health And Safety Committee (Jhsc) Member, Occupational Health And Safety

Activities and Societies: Member of the Joint Health and Safety Committee of Manulife Financial from 2006 to 2012