Lisa Woolcox, R.I.B.(Ont.) Email & Phone Number

Goderich, On, Ca

- supporting multiple offices: Blyth and Goderich- apply strong understanding of personal lines home and auto knowledge through processing new business, endorsements, banking changes and cancellations in a variety of carrier portals and broker management system. - address and handle insured inquiries, concerns and requests via phone, email or walk-in- renewal review for premium variances to provide coverage recommendations to insureds- support personal lines producers, assisting… Show more - supporting multiple offices: Blyth and Goderich- apply strong understanding of personal lines home and auto knowledge through processing new business, endorsements, banking changes and cancellations in a variety of carrier portals and broker management system. - address and handle insured inquiries, concerns and requests via phone, email or walk-in- renewal review for premium variances to provide coverage recommendations to insureds- support personal lines producers, assisting with calls, emails and walk-in customers and follow-up work- High level review of files, maintaining accurate policy details and thorough file documentation to ensure files are written in accordance with carrier guidelines. - Updating client files and carrier systems in a timely manner; efficiently and accurately.- reception and mail duties as required Show less

Kitchener, Ontario, Canada

Strong understanding of the personal lines insurance markets from an underwriting, system and product perspective. - Completing policy issuance of new business, endorsements, cancellations and banking changes in a variety of carrier portals.- High level review of files, maintaining accurate policy details and thorough file documentation to ensure files are written in accordance with carrier guidelines. - Updating client files and carrier systems in a timely manner; efficiently and… Show more Strong understanding of the personal lines insurance markets from an underwriting, system and product perspective. - Completing policy issuance of new business, endorsements, cancellations and banking changes in a variety of carrier portals.- High level review of files, maintaining accurate policy details and thorough file documentation to ensure files are written in accordance with carrier guidelines. - Updating client files and carrier systems in a timely manner; efficiently and accurately.-provide support to sales, services and other departments through various channels (face to face, phone and internal chat function). Show less

Waterloo, Ontario

• Processing daily correspondence, including reviewing, sorting, completing and routing incoming department correspondence. • Reviewing and responding to customer and third-party requests. Contacting members and third parties for additional information, assisting with walk-in clientele and returning messages.•Initiating communications and follow up requirements to members and appropriate parties to request or verify information as required. Following established department… Show more • Processing daily correspondence, including reviewing, sorting, completing and routing incoming department correspondence. • Reviewing and responding to customer and third-party requests. Contacting members and third parties for additional information, assisting with walk-in clientele and returning messages.•Initiating communications and follow up requirements to members and appropriate parties to request or verify information as required. Following established department procedures.• Reviewing all new business applications to ensure they are completed properly.• Auditing and updating policy information on the broker management system to ensure accuracy of data and policies.• Acting as a liaison between members and Brokers. Establishing contact and developing relationships with education affiliate prospects and members.• Responding to telephone inquiries and written requests from both internal and external stakeholders. Show less

Responsible for day-to-day administration of several high-level clients and daily transaction processing. Responsible for the management of control accounts, direct communication (written and verbal) with clients. Act as a liaison with the Customer Care Centre, Account Managers, Client Relationship Executives and other operations areas to ensure Customer and Client satisfaction. Knowledge of File specifics (excel, transmission, transfer, bulk) and excel formatting. Knowledge of Fund… Show more Responsible for day-to-day administration of several high-level clients and daily transaction processing. Responsible for the management of control accounts, direct communication (written and verbal) with clients. Act as a liaison with the Customer Care Centre, Account Managers, Client Relationship Executives and other operations areas to ensure Customer and Client satisfaction. Knowledge of File specifics (excel, transmission, transfer, bulk) and excel formatting. Knowledge of Fund Activity reporting for certain clientele, as well as Annual Information Return processes. Was part of a working task force for the GRS New Hire Redesign project that started in 2016; presenting at GRS Operations Town Hall. Support of multiple teams across GRS Client Services. Completion of the Bright Way Management training (lean management). Show less

Waterloo, Ontario, Canada

Day-to-day administration of a block of business with varying Retirement and Savings products. Keeping within service standard when responding to incoming member, sponsor and advisor inquiries.

Kitchener, Canada Area

Provided outstanding customer service and support by resolving telephone inquiries in an in-bound Group Retirement Services Customer Care Centre. Knowledge of investment and savings products, such as DCPP, RRSP, DPSP, EPSP, TFSA, LIRA, etc.

Kitchener, Canada Area

Started as front-end cashier and quickly moving into the Customer Service Manager role. Ensuring efficient and over & beyond service to customers. Primary focus on providing excellent customer service and guarantee of customer satisfaction.

Kitchener, Canada Area

Providing customer service through front-end cash line-up. Processing transactions using debit, credit and home accounts.

Interior Design

Bachelor Of Arts - Ba, Fine/Studio Arts, General

Ontario Secondary School Diploma