Nancy B. Email & Phone Number

• Front Line underwriting - New & Existing clients – Home & Auto.• Assess and evaluate moderate-complex clients, analysing requests for quotes, renewals and policy changes.• Sound knowledge of Microsoft Office products, Guidewire & Salesforce.• Level II authority for accepting, rejecting renewals and new business as per AVIVA’s underwriting guidelines. • Generating referral business for Life insurance agents• Drive sales and provide advice on new insurance solutions based on the client need analysis.• Discussing referrals above authority with AVIVA Underwriters.• Handle In-bound sales of new Policies – Home & Auto.• Recording and documenting notes and conversations and capturing important & minute details.• OTL Licensed for – AB,ON, SK,NB,NS.