Lisa Smith Email and Phone Number

• Analyzed medical, personal, and financial information to evaluate eligibility for applications submitted for Life, Critical Illness and LTD Insurance products• Assessed and classified risk• Gathered additional information, obtained medical tests, or referred cases as required• Approved cases within authority limit• Submitted cases exceeding limits to be co-signed.

• Medical underwriting, administrating, and communicated evidence of insurability on applicants for life, disability, dental, health care and critical illness under Group insurance plans• Developed an automated underwriting tool utilizing Word• Reviewed files and made Underwriting decisions based on specified criteria• Requested additional information to provide Senior Medical Underwriters with needed information to be able to make an informed decision.

• Responded to inbound calls and outbound call requirements in a timely manner• Obtained medical information by conducting comprehensive telephone interviews for Group and Creditor customers requesting Life, Disability and Critical Illness Insurance as well as Healthcare and Dental Insurance• Maintained professionalism and confidentiality through difficult conversations• Utilized and accessed a variety of symptoms to record answers to medical questions• AS/400 (WAF), AURA, Access, Microsoft Word, Microsoft Excel• Participated in regular call quality reviews and received ongoing training

I've been fortunate enough to work in Registration, Medical Affairs, Senior Wellness Centre and Gereatric Outreach. Mackenzie Health was an amazing place to get my hours for placement at Seneca College in the Office Administration Health Services program.• Registration Volunteer• Greeted patients and assisted with inquiries and appointment registration with empathy• Assisted patients with maneuvering through kiosk content while utilizing superior customer service skills• Guided patients to the correct Patient Assistance Area if assistance from Patient Access Representative was required• Assisted with the overall flow of the registration process to ensure expedited service.

• Founded and managed all features of business, including customer service, esthetician, accounting, inventory management, sales, marketing, staffing, and training• Utilized writing skills, blogged on skincare issues, conveyed messages and information clearly, listened actively, paying attention to detail. Communicated with clients building and maintaining relationships virtually and cleared up skincare issues successfully• Developed a Point-Of-Sale system utilizing QuickBooks and a scanner.• Created a natural product line, liaised with Health Canada making sure that all products properly followed Health Canada Guidelines. Maintained PETA and Leaping Bunny Certification as well

Skin Expert, Product Rep, Personal Care Coach, Medical Esthetician.