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image description Erin

Training & Development in Kitchener

Location:Kitchener, ON, Canada (From home)

Education level: High school graduate
Education field: Business
Years of experience: more than 5
Rate: 23.00
Attributes that best describes:
Independent worker
Strong analytical skills

Client Services
• Inquiries by telephone, email and fax
• Marketing strategies, cross sell, provide quotes
• Discuss policy details, answer questions, request changes
• Explain and recommend coverages, risk control
• Provide documentation, request and discuss reports
• Conflict resolution

• Reporting completed by telephone, email or fax
• Obtain details, forward report to insurer
• Research wordings, policy documents, coverage
• Monitor progress from beginning to end
• Obtain receipts, reports, signatures, negotiate settlement
• Update data management system

• Correspondence, notes, abeyances, expiry lists
• Renewals, endorsements, cancellations
• Summaries, proposals, submissions, binders
• Inspection reports, claims history, transaction summary
• Proof of coverage, certificates, bill of sale, ownerships
• Policy documents, wordings, application forms

• Monitor processes and implement changes
• Improve data management system utilization
• Customize/Design/Enhance workflows, procedures, protocols, manuals, letters, presentations
• Strategize with others to determine best way to achieve goals, targets, results, budget

• Mentor new and existing employees
• Monitor progress, provide ongoing support
• Use various learning methods - webinar, classroom, participation, hands-on, one on one, groups
• Design/Produce/Provide comprehensive training materials
• Update and enhance programs regularly
• Research subjects, topics, goals, timing, criteria
• Provide resources, reference materials, flow charts

• Monitor employees for compliance and consistency
• Implement standardization, improve processes
• Review of documentation/file contents/notes/information and identify possible E&O exposures, accuracy
• Arrange further training if necessary
• Discuss concerns with management

• Forward submissions to insurers, obtain quotes
• Negotiate premium, coverage, requirements
• Provide summary of results/concerns to sales staff
• Explore options with client and finalize sale

Data Management
• Review data management system for accuracy
• Update merge codes, efficiency of processes
• Input pertinent information into system
• Review changes/improvements with employees

• Transaction of premiums, cancellations, commissions
• Collections, accounts receivable, discrepancies
• Statements, summary of transactions, premium breakdown
• Invoices, monthly payment plan schedules
• Complete payments online for clients, provide receipts

Languages: N/A


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