Junior Account Manager
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Detail-oriented Account Manager with 4 years of working directly as Technical Service Representative with various insurance companies and their underwriters, 3 months of comprehensive experience managing employer-client relationships and developing new business deals. Focused on managing accounts systematically to maximize sales.
Dedicated professional successful at providing efficient insurance advise and expanding network connections.
Junior Account Manager (CSR): (12/2022-Current)
Functioning as first line underwriters, qualifying, maintaining and promoting sound quality business
Servicing & processing Personal Insurance renewals, change in insurance coverages, cancellation & new business transaction in accordance with company standards
Developing thorough understanding of property & automobile insurance products and service offerings to better upsell and cross-sell to clients.
Having written over $40,000 premium worth of new business policies within the first 2 months of selling insurance products.
Providing comprehensive assistance by best quotations and applications preparation.
Handling incoming/outgoing calls/ emails/faxes and payment requests
Maintaining accuracy and adequacy of EPIC activities and document wordings
Monitoring and continuously meet personal RIBO education credit requirements
Part-time Technical Service Representative: (04/2019 - 12/2022)
Assisting in processing of Property & Auto New businesses, policy changes, renewals, cancellations on more than 15 carriers portals: CAA, Wawanesa, Economical, Pembridge, SGI, etc.
Processing more than 20 new business uploads, 15 endorsements and 5 immediate payment requests per day to exceed daily goals
Categorizing and updating various client's accounts, following up with Senior Account Managers to ensure client's service standards are met
Supporting team members in working on insurer partner's portal
Performing related duties and projects for non-licensing required tasks
Academic Peer Support Assistant: (09/2021 - 04/2022)
Facilitating understanding of first and second year Economics course materials to undergraduate students in weekly structured study sessions
Planning and developing worksheets, making presentations to students to review discussed academic concepts
Providing academic support and engaging students in efficient learning skills while in a group setting. Each sessions has around 4-5 groups with 4-5 students per group
Prioritizing and structuring study routine to achieve expected learning outcomes. Most of students end up with A or A+ at the end of the course
Keeping records of session attendance, reporting progress on shared drive and informing the Student Success Coordinator of any changes
BACHELOR OF ARTS: FINANCIAL & BUSINESS ECONOMICS 09/2019 - 04/2022
York University, Toronto, ON
Ranked one of the highest grades among more than 800 students of Macroeconomics course
Ranked in Top 1 of Public Finance I Course
DIPLOMA: BUSINESS MANAGEMENT - FINANCIAL SERVICES: 09/2017 - 04/2019
Humber College, Toronto, ON
