Underwriting Assistant - Specialty Lines - Intact Financial Corporation
(2023-06)
Crime | Financial Institutions | Equipment Breakdown | Marine
- Coordinate policy requests between brokers, underwriters, and internal departments while ensuring documentation accuracy and timely completion.
- Maintain detailed electronic records across multiple internal systems while meeting strict service level expectations.
- Support multiple underwriting teams simultaneously by prioritizing urgent requests and resolving workflow issues.
- Selected to assist multiple specialty departments due to adaptability, attention to detail, and ability to quickly learn new systems.
Accounts Service Representative - Intact Financial Corporation
(2022-01 - 2023-05)
- Managed more than 80 customer and departmental email requests and/or phone calls daily while retaining service standards.
- Investigated billing discrepancies, premium adjustments, policy related issues, and rating errors using Halcion & Microsoft Excel which thereby ensured accurate resolutions while preserving strong broker relationships.
- Maintained adherence targets while consistently delivering accurate customer support.
Operations Manager - Penske Truck Leasing
(2019-01 - 2021-12)
- Coordinated daily availability and maintenance of over 100 commercial vehicles, ensuring minimal downtime and efficient utilization.
- Resolved customer concerns and service complaints through active listening, problem solving, and de-escalation techniques, maintaining a professional and customer-focused approach.
- Collaborated with over 30 service technicians to coordinate repairs, communicate work priorities, and endure timely completing of maintenance activities.
- Provided real-time updates to customers regarding vehicle status, repair timelines, and service availability, ensuring clear and consistent communication.
- Dispatched roadside assistance and coordinated emergency service requests to minimize customer downtime and maintain service commitments.
- Utilized a multi-line phone system to manage simultaneous customers, technicians, and driver communications in a fast-paced environment.
- Scheduled preventative maintenance for commercial fleet while tracking repair progress and ensuring vehicles returned to service on time.
- Served as a primary point of contact between customers, technicians, drivers, vendors, and management to ensure efficient communication and timely service.
- Consistently exceeded branch operational performance goals through effective coordination and workflow management.
Management Trainee - Penske Truck Leasing
(2018-01 - 2018-12)
- Managed approximately 70 inbound/Outbound customer calls per day, responding to service inquiries, scheduling requests and operational updates.
- Rotated through Operations, Customer Service, Sales, and Finance departments to develop a comprehensive understanding of fleet operation.
- Coordinated with multiple departments to support daily business operations and customer service initiatives.
- Learned commercial transportation regulations and fleet management practices supporting operational efficiency.
