Michelle O'Brien-Roberts Email & Phone Number

Ajax, Ontario

Toronto, Canada Area

• Provided support to Account Executives by processing quote requests for clients concerning Group Insurance benefits, including the interpreting of data, pricing, and determining the eligibility of quotes received .• Performed basic underwriting to create proposals for Account Managers and clients• Responsible for creation of the Master Applications for new sales of large and small groups• Processed new sales, and set-up of accounts; processed renewals, amendments, and Option requests for changes to current coverage for existing groups.• Assisted in training of new employees for the Quote Technician role• Dealt with inquiries, providing in-house support for Group benefits product • Interacted with Brokers to assist with questions and requests of proposals

Toronto, Canada Area

• Responsibilities included direct communication with plan administrators and clients to handle all queries and issues for a block of business of approximately 20,000 lives• Handled E-Commerce transactions• Updated renewals on monthly basis• Day to day administration of In-Force groups

• Ensured that all claims settlement accuracy was attained and maintained• Maintained the promised turnaround time for claims settlement of 2-5 days as promised to clients• Ensured that all monthly reports were completed, analyzed and distributed one working day before scheduled monthly meetings • Signed off on all large claims in excess of claims adjusters’ limits• Handled difficult queries or situations that arose • Supervised general running of Group claims department

Education record

One year at University. Studied Women's Studies, Literature

8 O'Levels And 3 A' Level Certificates