Underwriting Critical Illness, Cancer, Accident and Sickness Insurance. Project execution, including data analysis and reviewing our communication with Agents.

Resolving client issues, training new staff and project execution. Implementing transition projects during Covid protocol period.

Senior Bilingual Medical Underwriter.Underwriting Sickness and Accident Insurance

Underwriting Life Insurance in a Senior capacity. Providing leadership and training to junior Underwriters. Communicating directly with agents via email and telephone. Presenting our product to large groups of agents across Canada.

Underwrote English and French Mortgage Insurance Policies. Provided leadership to the junior staff and presented statistics at quarterly meetings.

Assisted the Senior Medical Underwriters in a junior Underwriter capacity. Assisted clients with inquiries. Translated medical data obtained from the telephone interviews.

Obtained medical details via telephone in order to assist in the final underwriting decision for our RBC and CIBC insurance clients.

Dealt with escalated complaints from investors in English and French. Facilitated trades and material changes to investment accounts. Assisted in the training of seasonal staff during RRSP season.

Assisted three Financial Advisors with marketing and administration functions in an office setting. Promoted the agent services during presentations and also trained staff.