Roberta Ness Email & Phone Number

Cambridge, Ontario

Kitchener, Ontario

Provide business input and representation on the development of a web-based underwriting tool by gathering requirements and writing/executing necessary functional and user acceptance testing for Electronic Data Interfacing between third party vendors and newly designed web based Insurance system.Provide guidance and coaching to junior team members on.

Kitchener, Canada Area

• Worked closely with IT and stakeholders on a business-critical project, as lead requirements Business Analyst. Conducted gap analysis to identify key components for Ontario, Maritimes and Alberta, within company.
• Liaised between the Business Unit and the IT department to facilitate the identification of process improvements, system design, planning, testing and implementation of all types of projects to improve end-user.
• Analyzed business needs. Organized and facilitated requirements interviews and workshops with project stakeholders. Formulated solutions to achieve optimal efficiency and reusability.
• Identified and evaluated strategies to implement operational changes, including development of user job aids and materials. Testing team and end users referenced these resources improving productivity.

Waterloo, On

• Worked independently, made decisions on individual risk selection and acceptance. Underwrote renewals, endorsements and new business according to company guidelines.
• Negotiated and bound terms, conditions and premiums for new and renewal accounts within an individual assigned broker portfolio and authority level.
• Trained junior underwriters and co-op students, leading to promotional opportunities.

Kitchener, Ontario

• Negotiated and bound terms, conditions and premiums for new and renewal accounts with multiple Insurance Companies, on behalf of new and existing customers.
• Customer visits and insurance counselling.
• Prompt and professional telephone and personal reception manner.
• Front desk reception, answering inquiries, providing Insurance information to customers, explaining types of Insurance and costs offered.
• General office duties, data entry, telephone reception and payment processing.
• Maintain files on each client.