Peter Mccarten Email & Phone Number

Waterloo, Ontario, Canada

As the Director, Business Development at Serenia Life Financial, I lead the strategic growth and expansion of the company's products and services in the Canadian market. I leverage my extensive network and industry knowledge to identify and pursue new opportunities, partnerships, and alliances that align with the company's vision and values. I also oversee the development and implementation of effective sales and marketing strategies, campaigns, and initiatives that enhance the company's brand awareness, reputation, and customer loyalty.

Waterloo, Ontario, Canada

Waterloo, Ontario, Canada

As an Internal Insurance Wholesaler with Serenia Life Financial I partner with the Business Development Directors to help manage sales across Canada. Together, we were responsible for creating new relationships and managing existing relationships with a goal to increase Serenia Life Financial's market share. I’m dedicated to partnering with financial advisors by providing expert advice, first-class support and superior service to help them grow their business.

Waterloo, Ontario, Canada

As a nationally licenced Financial Services Consultant I focus on family and business solutions for insurance, investments, retirement savings and planning. I'll work closely with you to fully understand your specific situation and goals. Based on your needs, I'll help you make informed financial choices to build your savings and protect you against unexpected events and to prepare financially for the future. I am committed to building strong relationships and I will arrange regular reviews with you to help ensure you’re staying on track - no matter what life brings your way.

Waterloo, Ontario

GoldCare, a division of Constellation Software Inc. (TSX: CSU) is a leading provider of healthcare information management software for home & community, residential and long-term care organizations. Established in 1988, we are proud to have been partnering with healthcare professionals to manage the full cycle of client care for over 30 years.Highly configurable and flexible, GoldCare is the ideal solution for:- Home and Community Care Organizations - Long-Term Care Facilities & Nursing Homes - Children's Rehabilitation Services- Health Authorities & Regions/LHIN’s Our industry expertise, product and service excellence, and commitment to innovation are just some of the reasons why GoldCare is trusted by hundreds of care sites across Canada, Australia and New Zealand.Responsibilities include: •Cold calling, prospecting and attaining new business across Canada•Directly involved with all technical aspects of pre-sales and post-sales activities including assisting with the completion of technical and functional responses to RFP’s and RFI’s and other information requests•Design and deliver GoldCare presentations/demonstrations both online and on-site•Build and maintain strong client relationships and act as client liaison for several company committees•Provide marketing campaigns and product demonstrations at trade shows and conferences•Oversee and maintain the demonstration account ensuring it is prepared for product presentations and demonstrations with up to date enhancements/upgrades•Create sales marketing material including videos, brochures and other collateral material•Extensive use of Salesforce for CRM•B2B and B2C Sales•Social Networking

Greater Kitchener-Cambridge-Waterloo Metropolitan Area

As a licenced Financial Advisor I focus on family and business solutions for insurance, investments, retirement savings and planning. I'll work closely with you to fully understand your specific situation and goals. Based on your needs, I'll help you make informed financial choices to build your savings and protect you against unexpected events and to prepare financially for the future. I am committed to building strong relationships and I will arrange regular reviews with you to help ensure you’re staying on track - no matter what life brings your way. Insurance PlanningHow to protect your family or business financially is one of the most important decisions you will need to make. I can help you to understand your options and make the best choices for you, your business and your loved ones.Business PlanningWhether you’re entering a new business venture or assessing the needs of an established business, we have the knowledge and the resources to help you ease the challenges.Retirement PlanningWhether you decide to retire early or work longer, the sooner you begin planning, the more likely it is that you will be financially prepared for retirement. I can help you plan for your unique vision of retirement.Group BenefitsWhether you are looking to implement a new Health and Dental benefits program for your employees, or you are looking for a second opinion on the plan you already have, I’m able to help you find the most cost effective solutions possible.Group Savings PlanHelping your employees to save for their retirement is a great way to demonstrate your commitment to their futures. I’m here to help you identify your goals, and to put a plan in place that will offer you the best returns possible.If you or anyone you know has a financial situation that needs professional advice, please don’t hesitate to email me at peter.mccarten@sunlife.com

Woodstock, On

Responsible for the timely and thorough investigation of Accident Benefits claims. Including the identification of client eligibility and or entitlement, and providing quick access to all available benefits in order to promote treatment and recovery, and to help the client return to optimal functionResponsibilities include: - Investigate accident benefits claims in accordance with the Statutory Accident Benfits Schedule (SABS) - Gather, assemble, record and verify information and documentation from all available sources to ensure a thorough and complete compilation of facts required to resolve the claim - Using established protocols, analyze and evaluate the facts of each individual case to assess the benefits available to the client. - Interpret reports in order to draw accurate conclusions about proposed treatment and/or actions.- Determine priority of payments and assessment & calculation of benefit entitlements- Monitor rehabilitation programs and assess ongoing entitlement to benefits in accordance with regulations - Handle Income Replacement claims- Calculation of benefits- Handle Attendant Care claims- Handle Psychological claims- Handle serious injury claims such as fractures, head injuries, etc.- Investigate and evaluate pre-existing injuries which may affect recovery time- Handle priority disputes, loss transfer, and WSIB assignments- Interact with legal representatives or rehab consultant in order to move claim forward- Evaluate invoicing to ensure fee guidelines are being followed - Ensure electronic submission of mail into HCAI system as needed- Respond to OCF forms as needed- Arrange insurer examinations as needed- Collect and determine collateral benefit information as it relates to entitlement to benefits

Kitchener, Ontario

• Securing details of claims by corresponding with claimants and/or representatives in person and via telephone.• Assessing coverage eligibility, reviewing and applying interpretations of policy wordings in the resolution of coverage issues.• Applying applicable Priority Rules chart to each claim file.• Processing election of benefit claims.• Reserving files appropriately after assessing claim.• Maintaining detailed file records on an electronic claims system.• Processing payments after confirming benefits, eligibility and reserving.• Coordinating the most effective course of action for claims.• Confirming collateral benefits• Responding to claimant correspondence and Accident Benefit forms in accordance with the applicable legislation.• Aid in training of new employees on processes, systems and procedures.• Facilitate and review all Accident Benefit Claims across Ontario Region• Administrative support for multiple lines of senior management• Develop and maintain organized reports and tracking materials for multiple lines and senior management• Other duties as assigned

Kitchener, Ontario

• Responsible for securing details for Auto, Property and Injury claims for insured’s while following their specific Companies protocols in an always busy and changing environment• Handle calls and secure details regarding Warranty Programs, Class Actions, Government Projects and Corporate Accounts• Use of numerous computer systems• Inbound calls for over 100 companies• Outbound calls for Special Projects• Arrange Auto Appraisals and Body Shop referral• Special Projects

General Business, General Business

Llqp

Life License Designation

Education record