Marc-Anthony Lee Email & Phone Number

Toronto, Canada Area

Completed front-line underwriting to maintain high standards of profitability while increasing growth above $750K in premiums ▫ Aided in on-boarding procedures in training new hires, providing one-on-one assistance and support ▫ Participating in marketing projects with corporate partners, including direct-marketing campaigns ▫ Helped in deployment of competitive intelligence strategies for assisting sales agents

Toronto, Canada Area

Calculate premiums and establish payment method. Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes, or to change beneficiaries. Contact underwriter and submit forms to obtain binder coverage. Customize insurance programs to suit individual customers, often covering a variety of risks. Explain features, advantages and disadvantages of various policies to promote sale of insurance plans. Perform administrative tasks, such as maintaining records and handling policy renewals. Sell various types of insurance policies to individuals, including automobile, fire, property

ManuLife Financial, Kitchener ONConsistently processed all insurance contracts and policies without errorsQuality Checking of 7 types of policiesLiaison between Medical underwriters and Case co-ordinatorsMaintain high levels of Privacy and ConfidentialityData entry of new applicationsApply money and set up Pre Authorized Chequing

Cambridge, On

Complete audits of daily work and invoicingResponsible for issuing ManuLife Emergency Travel & Medical Insurance; Visitor to Canada Insurance and Trip CancellationAuto travel publication & merchandise co-ordinatorPrepare itinerated TripTiks-including hotel & car reservationsIssue International Drivers permits; Passport, Visa, Residence photosRetail customer service incl. phone and walk Retail sales

Cambridge, Ontario, Canada

Handle mass faxing, mail-outs emailsSupply guests with travel information and brochuresAssisted Chamber of Commerce with various administrative tasks

Booking reservations via phone, fax and internetChecked in/ Checked out guestsDirecting corporate clients to conference roomsAiding in in-house marketing with the Director of Sales

Quoting job prices and follow up callsFiling out deposit slips and making bank depositsScheduling jobs and driversHelped in drafting mail-out campaigns

Assisted Director of Sales with group reservations, functionsChecked in/checked out guestsHandled switchboard/reception