Customer Service Insurance

Celestie Huang

Tel: 647-***-****

E-mail: aborth@r.postjobfree.com

To: Whom it may concern.

I am writing to express my interest in the position of Personal Lines clerk- insurance with 3K Consulting Inc.

I received a Bachelor of Business Administration Degree major in Business& Economic at the University of Regina with Dean’s Honour List. I worked with ACE-INA Accident & Health division as Operations Administrator for more than one year. In this position, I worked independently and effectively provided ongoing operational and quality professional service and follow -up to the partners and managers in collecting and analysis of data, reports, and monthly statements to meet sales objectives. I assessed claims department, involving rigid application of the policy, prepared renewal reports and reviewed files for company and also processed reconciliation in a timely manner. My background includes respond to client inquiries and requests in a professional manner and able to prioritize, also efficiently handle multi-task within tight timelines, as well as my nature aptitude to effectively communicate with people.

I worked with Co-operators Life insurance as underwriting assistant from 2008-2010. I assisted the underwriting teams in processing sales and renewal business in a timely manner, included prepared quotations for both small and large groups accurately to ensure underwriting service standards are being met, also effectively communicated complex ideas and concepts with agents and brokers in establishing and maintaining business relationships to meet sales objectives. As well as processed policy renewals, endorsements, cancellations and submission information to the underwriting system. Moreover, my previous work experience as financial administrator has helped me to improve organizational skills, strengthen attention to details and increase creativity in solving problems. As a tax preparer enhanced not only my excellent customer service skill and interpersonal skill but also improved business oral and written communication skills.

I will bring a wealth of both education and past experience to this position and with great enthusiasm. I am hard working, diligent and a determined responsible person and I am very friendly and outgoing which allows me to interact and relate to clients and co-works easily. The accompanying resume can provide you an idea not only of my past achievements but also of my potential for making a significant contribution to your business. Thank you for your time and consideration!

Sincerely,

Celestie Huang

Celestie Huang

Tel: (647) 986 – 8517 E-mail:aborth@r.postjobfree.com

Objective

To seek challenge and rewarding position as a personal Lines clerk- insurance in order to utilize my comprehensive knowledge in Administrative support, underwriting and operations process of insurance field, also providing quality efficient and effective administrative service to clients with the ability to multitask within tight timelines.

Highlights of QualificationsMore than Five years underwriting & administrative support and operations in insurance and financial field, knowledge of group and accident and health and general finance knowledge Fully familiar with underwriting support and operations process of insurance, includes strong skills with Microsoft office applications and database management, performed day-to-day operation of reconciliation process for and also investigation overview of the daily processes by the required deadline, and knowledge of business applications, relationship-building, probing for decision-making motivators and creativity for solving problems.Specialized expertise investigating and testing system problems, also providing efficient and effective service to clients with the ability to multitask within tight timelines.Good command of written and oral communication skills with the ability to participate as an effective team member Enrolment in CIP& CEBS designation. Strong analytical and interpersonal skills, speak fluent Mandarin and some basic Korean & Japanese, interacting favourably with clients/staff from all cultures and backgrounds.Detail oriented, intelligent and responsible individual with a commitment to excellence in the achievement of corporate goals Proficient in MS Word, Excel, Access, Lotus Notes, Internet, Lotus,Email, Power Point, Database, Simply Accounting, Spreadsheet, Outlook, ACCPAC, Profile, U-file.

Education & Honors

Bachelor of Business & Economics, University of Regina, Regina, Saskatchewan, Apr 2008.

2007 Silver Prize & Academic Achievement: Dean’s Honour List, University of Regina, Regina, Saskatchewan.

2005 Silver Prize & Academic Achievement: Dean’s Honour List, University of Regina, Regina, Saskatchewan.

Professional Experience

Operations Administrator (Sep 2010 – Mar 2012)

ACE-INA Accident& Health division Toronto, OntarioProvided day-to-day application support to the Client, understood plan design, processed multiple customer enrolments and account changes/updates, all policy and reports, also provided support accurately and the progress is properly tracked and reported.Processed and calculated refund request and premium refunds for Claim department and sent renewal notification in a timely manner. Performed the day-to-day operation of reconciliation process for cash and payable/receivable and includes investigation overview of the daily processes by the required deadline.Assessed STD and LTD claims, involving rigid application of the policy, prepared and reviewed files for company. Assisted in testing and monitoring system problems, and in defining and developing business requirements to ensure that business area needs are satisfied. Performed customer account maintenance, include processed coverage changes, beneficiary changes and updated method of payment. Performed printing reports and documents and fulfilment functions on daily basis, provided assistance with print documents for claim department as required. Successfully answered inquiries from partners and inbound call centre also followed up on satisfaction with service to promote continued business.Executed delinquency and cancellation process according to department guidelines.Accurately running reports from database by department deadline.Set up correspondence documents on the administration system included programming of Word documents as requiredPerformed special projects and ad hoc requests, also duties as requested

Senior Underwriting Support (Sep 2008 – July 2010) Regina, Saskatchewan

Co-operators Group Insurance CompanyManaged the responsibilities assigned to underwriting assistant I.Processed policy renewals, endorsements, cancellations and submission information into underwriting system.Answered straightforward inquiries from brokers promptly and courteously through verbal and written communication.Balanced reports to Premium, claims and summarize reserve totals to ensure accuracy of renewal information.Set up plan designs for large groups to meet required deadlines.Prepared complex large group quotations independently on new business in context with the department profitability and marketing objectives.

Underwriting Support I (May 2008 – Aug 2008) Regina, Saskatchewan

Co-operators Group Insurance CompanyCalculated demographic net rates for quotes and Renewals.Prepared demographic data for quotes as well as renewals for all product lines.Interpret and input quote specifications and contract provisions on to the underwriting system.Gathered experience reports for Renewals within service standard deadlines.Prepared small group quotations for underwriters to meet required deadlines.Processed non-complex plan amendments within service standards.Communicate with field office when quote is ready for their proposal delivery.

Financial Administrator (June 2006 – Mar 2007) Regina, Saskatchewan

Federal Credit & Consulting CorpReconciled proper payment adjustments for terminated accounts on day to day basis. Fulfilled customer expectations while complied with policies, practices and problems.Properly investigated and directly resolved escalated customer service.Determined clients’ inquiries and provided account information as requested.Verified customer’s accounts and payment summaries and properly updated on-line system.

Tax Return Processor of Income Tax Program (Feb 2006 – Apr 2006) Regina, Saskatchewan

Canada Revenue Agency Regina Tax Services Office Efficiently booked client appointments and interviewed client to obtain additional information for client’s benefit.Provided front desk and administrative reception support. Prepared income tax return forms for individuals and small businesses.Reviewed financial records such as prior tax return forms income statement.

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