Underwriting Assistant - Intact Financial Insurance
(2018-04 - 2025-11)
- Converted, analyzed, and validated insurance policies from legacy systems to the Intact platform while ensuring data accuracy and compliance
- Processed new business, endorsements, renewals, and cancellations according to company procedures and authority levels
- Updated policy records, coverage details, and client information within policy management systems
- Identified and corrected discrepancies during policy migration, validation, and system integration projects
- Applied workflow guidebooks to complete policy validation accurately and efficiently across multiple conversion projects
- Supported underwriting teams by reviewing risks, processing administrative tasks, and managing endorsements and renewals
- Maintained organized electronic documentation and handled high-volume data entry with strong accuracy and productivity
Medical Receptionist (Part-Time) - Family Physician clinic - Scarborough, Ontario
(2010-04 - 2020-04)
- Welcomed patients and scheduled appointments
- Answered phone calls and addressed patient questions
- Verified patient information and updated medical records
- Managed patient check-in, check-out, and billing support
- Maintained confidentiality of patient information and clinic records
Medical Receptionist (Temporary Replacement) - Neurologist Clinic - Scarborough, Ontario
(2017-03 - 2017-03)
- Welcomed patients, verified health cards, and scheduled appointments
- Handled phone calls, scanning, faxing, and document routing
- Updated patient records and managed reports, test results, and correspondence in Accuro EMR
Inbound Customer Service (Temp Assignment) - Stericycle Communications Solutions - Scarborough, Ontario
(2016-02 - 2017-03)
- Assisted customers with Early Bird Grand Prize lottery ticket purchases by phone
- Provided information on promotions, eligibility, pricing, and deadlines
- Guided customers through purchases and processed payments accurately
- Answered questions and resolved customer concerns professionally
- Maintained accurate customer and order records
- Followed company procedures for confidentiality and transaction handling
Marketing Research Survey Interviewer / CSR (Temp Assignment) - Access Research - Toronto, ON
(2009-09 - 2009-12)
- Conducted marketing research surveys and collected demographic and consumer preference data
- Reviewed survey responses to identify market trends, customer needs, and buying habits
- Supported research projects focused on consumer opinions and marketing strategies
- Worked with research teams, statisticians, and marketing staff to ensure accurate data collection
New Business Support / Customer Service Representative (Temp Assignment) - Foresters Life Insurance - Toronto, ON
(2007-09 - 2008-11)
- Supported life insurance new business applications through client communication and administrative processing
- Completed underwriting questionnaires and collected required information for accurate case assessment
- Processed application data entry and updates in internal system with strong attention to details and confidentiality
- Followed up with Clients to obtain missing or incomplete documentation to move application forward
- Reviewed application files for completeness and compliance prior to underwriting submission
- Coordinated with internal teams to resolve issues and ensure timely policy issuance
- Maintained adherence to regulatory requirements, company policies and service standards
