Insurance, Underwriting, MS Office,Risk Assessment, Sales

Milan Ward

Toronto, ON - 416-***-**** - **********@*****.***

CAREER OBJECTIVE

My goal is to pursue an opportunity as a Mortgage Underwriter where I can utilize my educational

background, coupled with my wide array of skills and valuable work experience. I am pursuing this

opportunity to join a progressive organization and to be a solid contributor to the growth of the

company. It is of importance to gain experience beneficial to me, which can translate to assist in the

creation of new skills and assets for the company.

PROFESSIONAL SUMMARY

A Centennial College Graduate with a major in Business Administration, who possesses character traits

which have been built on the framework of being committed, reliable, result oriented, and personable. In

addition, I am a detail orientated individual who consistently seeks professional growth and improvement.

An individual, who possesses strong interpersonal skills, demonstrates initiative and resourcefulness which

are essential skills in overcoming the various challenges when they arise.

SKILLS AND ATTRIBUTES

Computer Skills:

Microsoft Office: Word, Excel, Outlook, Power Point, Access

Lotus Notes

Right Fax, Corona,Swift

Siebel

IPAS

Claims Centre

WORK EXPERIENCE

Personal Lines Underwriter 2013 - Present

Wawanesa Insurance, North York, ON

Review submissions and underwriting reports to determine degree and acceptability of risk.

Apply standard rates and premiums.

Underwrite new business, renewals, endorsements, and cancellations.

Accept, and/or apply appropriate underwriting terms to make risks acceptable.

Conduct investigations when necessary to ensure that all requests meet underwriting guidelines.

Review all relevant claims reports and takes appropriate actions to ensure company standards are

upheld.

Liaise with brokers to answer inquiries and makes recommendations through verbal and written

correspondence in a timely fashion.

Handle all payments, bank changes & reinstatement with underwriting approval.

Provide timely and effective communication of decision-making to brokers.

Prioritize workload to ensure that SLA’s are met on a consistent basis.

Update knowledge of different products, services, procedures as well as organizational changes to

ensure the most current information is being provided to the brokers.

Underwriting Assistance 2011 – 2013

Wawanesa Insurance, North York, ON

Responsible for entering all new business property/commercial insurance application into company

database.

Updated existing system policies by entering endorsements, renewals, cancellations and other

documents as directed.

Verified entered data for compatibility with system codes and correction of errors to ensure

accuracy.

Maintained and process inspection requests within the inspections database.

Provided support to Underwriters with administration tasks: reviewed, assigned and monitored all

transactions received in the team in-box.

Processed claims history searches and order corresponding reports.

Prepared registered letters and non-generic liability insurance certificates.

Custody Administrator 2008 – 2011

CITCO Group - North York, ON

Booked cash redemption from hedge fund accounts to clients accounts.

Investigated and resolved complex issues with aged cash items.

Researched and matched residual payments to the corresponding trade.

Identified and worked with Fund Administrators to ensure prompt resolutions to various issues.

Software Group Generalist 2006 – 2008

IBM Canada, Markham, ON

Identified unassigned sales opportunities and linked them to sales rep for execution.

Implemented system to help maintain and expand sales opportunities.

Provided end-to-end support to the aligned sale representatives and sponsors.

Created quarterly reports on software pipeline performance for review by team management.

Worked in conjunction with both Canadian and U.S. sales representatives to provide pricing

quotations for X Series products.

Reviewed submission requests to ensure the accuracy.

Identified and resolved quote discrepancies with IBM representatives.

EDUCATION

Insurance Institute of Canada Present

Chartered Insurance Professional

Centennial College 2002 - 2006

Business Administration (Co-op program)

References available upon request

Contact this candidate