Claims Adjuster at OTIP (Ontario Teachers Insurance Plan) (2026-04 – Present)
- Delivering a superior customer experience and maintaining contact with insured members, and assisting with claims overflow.
- Obtaining technical reports, completing contractual auto coverage analysis, negotiating and resolving claims.
- Coordinate, direct and follow up on duties performed by outside service providers to completion.
- Gather information from insured members, civil authorities, police, witnesses and other insurers to investigate and close claim in a timely manner.
Commercial Underwriting Assistant at Travelers (2021-04 – 2026-05)
- Manage a portfolio of commercial clients by handling policy changes, renewals, endorsements, and maintaining accurate account records while ensuring high client satisfaction.
- Coordinate with underwriters, brokers, and internal teams to support account operations.
- Identify and provide training opportunities for new hires.
- Effectively communicate procedural changes to ensure the most accurate information is given to office staff.
- Conduct regular meetings to review policies and maintain client satisfaction.
- Support senior management and office operations through administrative coordination.
Personal Lines Insurance Broker at Fort Assurance (2019-12 – 2020-12)
- Achieve and exceed monthly sales targets by identifying, promoting, and upselling appropriate products while meeting strict deadlines.
- Explain coverage options clearly, assess client needs, and recommend suitable insurance solutions.
- Prepare reports, coordinate meetings, and provide general support to ensure smooth office operations.
Claims Service Representative at First Canadian Health (2019-07 – 2019-12)
- Identify and analyze error codes in claims processing systems to ensure timely resolution and accurate claim outcomes.
- Troubleshoot and resolve complex issues related to confidential pharmaceutical claims.
- Assist clientele with submission and documentation of claims and troubleshooting transmission errors.
- Manage complaints and provide appropriate solutions and follow-up where required to resolve an inquiry.
Personal Lines Insurance Agent at Desjardins Insurance (2015-07 – 2019-06)
- Establish personal rapport and build an environment conducive to customer satisfaction and retention.
- Advise and educate customers on general property and casualty insurance products.
- Drive the sale of products and services by identifying opportunities for upselling.
- Assist customers in applying changes, cancellations and updates to the contract in an accurate and time efficient manner.
- Assess and analyze policies to ensure they meet underwriting guidelines.
- Plan and organize yearly community outreach programs.
Insurance Agent at Belair Direct (2014-01 – 2015-07)
- Assist in administrative and clerical tasks (such as scanning or printing) policy documents.
- Prepare and edit binders, letters, reports, memos and emails.
- Follow up on pending quotes and release new policies.
- Arrange meetings and scheduling, record meeting minutes and cover reception.
- Connect and build rapport with customers by actively listening, analyzing their needs and offering customized solutions.
Market Research Interviewer at Elemental Data Collection (2012-06 – 2013-09)
- Responsible for conducting telephone interviews in a professional manner and documenting them accurately and efficiently.
- Communicate with consumers worldwide, in French and English, actively listening and collecting feedback.
- Utilized effective relationship-building skills and probing abilities to maximize survey responses.