PROFILE SUMMARY

 

• B.A. Economics - University of Western Ontario – 2002

• Canadian Securities Course – Canadian Securities Institute - Completed with Honours

• Completed Principles of Suretyship of the ACSB designation program, University of Toronto

• Completed Strategy in the P&C Insurance Sector, FCIP course

• Completed Risk Assessment course of the CRM designation program, University of Toronto

• Programmed in HTML5, Javascript and Turing programing Languages

 

WORK EXPERIENCE

 

Surety Financial Analyst:

Aviva Canada                                                             April 2011 – March 2016

 

• Skilled Financial Analyst and Surety Underwriter that uses sound judgement

• Increased year over year revenue generated from portfolio of Surety Bonding Credit Facilities

• Reviewed new business submission requests for Surety Bonding Credit Facilities

• Managed all aspects of Surety Bonding Credit Facility accounts including financial analysis, annual re-accreditation of accounts and monitoring bonded contracts

• Managed Surety Bonding Credit Facilities through direct contract with contractors

• Conducted meetings with contractors to set-up new Surety Bonding Credit Facilities and address issues with existing Surety Bonding Credit Facilities

• Conducted broker visits to discuss ways of increasing surety business with the brokerages

• Advised brokers on how to promote Aviva Surety to contractors with existing bonding facilities by articulating the benefits of the surety relationship that goes beyond the issuing of bonds

• Reviewed and issued pre-qualification letters, bid bonds, agreements to bond and final bonds

• Issued numerous types of amendments to surety bonds

 

Senior Underwriter:

TD Insurance Meloche Monnex                               Nov 2004 – April 2011

 

• Provided exceptional customer service and advice to brokers on answering a variety of questions and underwriting concerns

• Gained experience in accounting procedures by completing a rotation in the accounting department

• Experienced in underwriting Builders Risk Policies and accessing builder qualifications

• Represented TD Insurance Meloche Monnex subsidiary Security National Insurance Company in court

• Conducted presentation on how automobile insurance premiums are determined and the regulatory process related to automobile insurance premiums

• Conducted presentations on the Financial Services Commission of Ontario and their role in regulating the insurance industry

• Coached new brokers in the training environment and on production floor

• Selected as Sales Champion for Sales Leadership Initiative and assisted in helping team improve from being ranked 18th, 15th, and 16th in the three month before the program to 7th, 6th, and 3rd in first three months of the program

• Effectively resolve escalated calls to ensure that our first call resolution mandate is met

 

System Analyst:

Percepta, Ford Customer Relationship Centre         Oct 2002 – Nov 2004

 

• Assisted in the implementation of a call centre information management software program which improved the overall efficiency and quality of the service provided by customer service representatives

• Identified system issues and initiated workaround processes to enable customer service representatives to provide a high level of service to customers

• Assisted Customer Service Representatives in answering questions and resolving customer issues

• Worked closely with Finance and Insurance Managers to resolve administrative and financial issues

• Provided coaching to customer service representatives on effectively utilizing the new web based software application which greatly improved productivity

 

Sales Representative:

Gemma Communication                                           Oct 2002

 

• Effectively sold credit protection insurance for MBNA Canada

• Over came customer objections to secure sales

• Processed orders in a fast paced call centre environment

 

 

EDUCATION

 

Completed Principles of Suretyship of the ACSB designation program at the University of Toronto - 2015

Completed Strategy in the P&C Insurance Sector, FCIP course – 2010

Completed Risk Assessment course of the CRM designation program - University of Toronto – 2010

Chartered Insurance Professional – Insurance Institute of Canada – 2009

Canadian Securities Course – Canadian Securities Institute - Completed with Honours - 2003

B.A. Economics - University of Western Ontario – 2002

 

 

VOLUNTEER EXPERIENCE

 

Director of Community Outreach Basketball Program for At-Risk Youth – 2012 - 2015

Federal MP Derek Lee Campaign Office – 1997 – 2008

Assistant Coach (Peewee) Toronto Minor Football Association - 2002 - 2005

 

 

ACHIEVEMENTS

 

Dean’s List: University of Western Ontario 2000 – 01 and 2001 – 02

Valedictorian:   Mother Teresa C.S.S. Graduating Class 1996

Computer Programming Team: Mother Teresa C.S.S. 1996

Ontario Provincial Football Champions - 1994 (Bantam)

Gifted Program: St. Ignatius of Loyola 1988 – 1992