National Catastrophe Claims Analyst - TD Insurance - Markham, ON
(2024-02)
- Handle residential, auto and total loss auto claims.
- Conduct claim investigations which include taking phone statements, coordinating services with service providers, consulting with contractors and vendors, etc.
- Evaluate liability, salvage and subrogation exposure and potential.
- Review and analyze losses to ensure files meet the guideline criteria and determine proper kind of loss.
- Maintain adequate reserves based on exposure and authority level.
Claims Advisor - TD Insurance - Etobicoke, ON
(2018-10 - 2024-02)
- Prioritize and manage own workload to meet SLA requirements for service and productivity.
- Identify, suggest and actively participate in process improvement opportunities.
- Provide customer service and support for motor vehicle claims.
- Protect the interests of the organization – identify and manage risks, and escalate non-standard, high-risk transactions / activities as necessary.
- Contribute to business objectives for Operational Excellence
- Support the timely and accurate completion of business processes and procedures.
Small Business Account Compliance officer - TD Financial Group - Mississauga, Ontario
(2015-10 - 2018-10)
- Review new small business accounts and signing authority changes for accuracy and completion of AML/KYC/KYB information required to adhere to AML/KYC/KYB compliance, inclusive of internal and external legal documentation and provincial requirements
- Contribute to the achievement of satisfactory audits by understanding & following audits and process guidelines. Identify areas of risk and escalate as necessary.
- Demonstrate a consultative approach in providing best practice information and guidance to internal departments and other lines of business
- Proactively offer solutions to our servicing partners and branches
- Ensure all required processing and enquiries are fulfilled meeting service level agreements.
- Complete assigned tasks accurately and within establish standard
- Demonstrate flexibility by adapting to change within business area and unit.
Service Operation Officer - TD Insurance - Etobicoke, Ontario
(2012-11 - 2015-10)
- Accurately filed and retrieved client information using Client Tracking System
- Answered and directed telephone calls to appropriate departments
- Ordered Motor vehicle records
- Conducted calculation of motor vehicle policies
- Investigations about clients qualifies group rates
- Answered client's questions and conducted orientations to familiarize with client's material
Inbound Sales / Customer Service - One Contact Inc. - Scarborough, Ontario
(2009-09 - 2012-11)
- Received customer calls and offered services
- Set up accounts, answered questions and utilized computer software to locate information for customers
- Ownership when clients experienced a problem and took the appropriate steps to resolve the problems
- Carefully listened to client's responses and dealt tactfully with difficult / irate customers
- Marketed company products and services by informing customers of the benefits and savings
- Assisted clients in finding products that would meet their needs
- Achieve departmental sales targets through up selling/cross selling. products and services
