Wendy Bortolotti Email & Phone Number

Toronto, Ontario, Canada

Responsibilities include, but are not limited to reception and hospitality, new account openings, office logistics consisting of mailings, couriers, conference room scheduling and providing general administrative support for the advisory team.

Toronto, Canada Area

Responsible for reviewing life insurance applications and evaluating the degree of risk involved based on medical history and other lifestyle choices in order to determine the acceptance of the risk.

Aurora, On

Responsible for reviewing life insurance applications and evaluating the degree of risk involved based on medical history and other lifestyle choices in order to determine the acceptance of the risk. Serves as back-up Training Coordinator, mentoring, coaching, and supervising Underwriting trainees.♣ Researches, analyzes, and interprets information relevant to the application, including but not limited to product details, medical manuals, prescription drug knowledge, rate manuals, and laboratory results.♣ Establishes and maintains good rapport and professional relationships with our agents.♣ Communicates underwriting decisions to our agents, and, when necessary, the client (insured).♣ Handles New Business and Change of Plan Files♣ Handles underwriting for company's Long Term Care (LTC) product♣ Interprets ECG reports for the department♣ Demonstrates excellent understanding and grasp of the technical and functional expertise required to make proper decisions and judgments. ♣ Built strong relationships with our team of agents; delivered educational seminars on numerous occasions; was actively involved in focus and study groups sponsored by individual agencies. ♣ Serves as a Change Ambassador during a period of restructuring at our company to work as a liaison between my co-workers and management to address any concerns and to keep colleagues positive. Improved job knowledge and business understanding in order to enhance job performance by obtaining the FLMI and FALU designations and attending industry education meetings including AHOU 2015 conference, CIU and UAT meetings.

Utilized effective interpersonal skills by teaching, leading and providing coaching as well as feedback to students.♣ Catered to diverse range of needs of the student body with a myriad of learning styles.♣ Generated ongoing curriculum using multi-media and current events to generate and guide discussion and writing.

Toronto, On

Was responsible for conducting and interpreting the results of Exercise Stress Tests as completed on a treadmill. Tasks included blood pressure measurement and monitoring as well as ECG interpretation♣ Worked closely with a variety of medical professionals including doctors, nurses, X-ray and Ultrasound technicians.♣ Explained testing procedures to patients and obtained consent form; informed physician of wave abnormalities on electrocardiogram and bodily factors that could have affected the recording.

Bachelor Of Science (B.Sc.), Kinesiology And Exercise Science

♣ Specialized in cardiac rehabilitation

English As A Second Language (Esl) Teacher Training