Anita Moras

** ******* ******* ** ** Calgary, AB T3L 2T2

Cell: 403-***-**** Home: 403-***-****,

Email: acyxlg@r.postjobfree.com

Summary of Skills and Qualifications:

• Over 15 years of combined work experience in Insurance, in processing and issuing new business, renewals, endorsement and cancellation of policies in the following areas: home, auto, life, business, and travel insurance.

Relevant Skills and Work Experience:

Underwriter Skills:

o Presentation of product knowledge to the brokers.

o Offered sales support: Quote, negotiate and authorize the acceptance of new business and renewals.

o Process new business, cancellations and endorsements into the computer system.

o Offered Intact Insurance clients retention program through better payment methods.

o Discussed with brokers regarding premium difference, reviewing Insured’s Auto+ and abstract for various clients.

o Upselling various insurance coverages to the brokers as per client’s requirements.

o Follow-up on non-payments: Coordinated with prior insurance company if the policy is cancelled for nonpayment and if the insured paid time on risk before issuing any new business.

o Negotiation: I was able to coordinate complex insurance negotiations with brokers considering risk reduction.

o Provided customer support for insured company clients, including billing, adjustments and reinstatements.

o Able to determine Grid and Star rating using Rapid Web, Broker Portal to calculate accurate premiums.

Insurance Claims processing:

o Explain features, advantages and disadvantages of various policies to promote sales of insurance plans.

o Quote, negotiate and authorize the acceptance of new business and renewals.

o Provided good training to brokers regarding the product knowledge through PowerPoint presentations.

o Took active participation in insurance industry functions.

o Call on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes or to change beneficiaries.

o Calculate premiums and establish payment method.

o Customize insurance programs to suite individual customers, often covering a variety of risks.

o Sell various types of insurance policies to businesses and individuals on behalf insurance Tom capital, including automobile and property.

o Interview prospective clients to obtain data about their financial resources and needs the physical conditions of the person or property to be insured, and to discuss any existing coverage.

o Contact underwriter and submit forms to obtain binder coverage.

o Confer with clients to obtain and provide information when claims are made on a policy.

o Intake of new property claims in a Call Centre environment.

o Obtain information from the insured, third parties and witness.

o Respond to client inquiries and address any issues raised through the phone or in writing.

o Administrative support including drafting and preparation of general correspondence.

o Register property and motor claims into the system.

o Coordinate with the Insured and Insurer about the status of the claim about the damage.

o Coordinate with different Regional Sales offices and main offices.

o Correspond with Client, Consultants Main office and suppliers.

Project Coordination:

o Explaining the details of the specifications to the contractors.

o Preparing whole tender documents and specifications of the project.

o Preparing relevant import and export documents.

Administrative:

o General administrative and reception work.

o Office asset management, office supplies, and petty cash management.

o Maintaining necessary filling systems.

o Scheduling appointments and meetings.

o Preparation of monthly account statements.

o Providing administrative support to the team such as copying, faxing, mailing and filing documents.

o Mail distribution, courier scheduling and distribution to various department.

o Order and distribute office furniture and other supplies.

o Ordering of stationary and other supplies for all the department.

o Maintaining departmental organization charts with the help of demonstrating PowerPoint skills

-Customer-Service and Sales Support:

o Able to offer friendly and professional customer-service.

o Customer order processing.

o Preparation of the quotation and answering queries of the customer.

o Send price lists, catalogues, and company brochures to the supplier.

o Coordination with different regional sales offices and the main office-in Sharjah, UAE.

o Producing various presentations, organizational charts, etc. for ongoing and completed projects.

o Creating monthly/weekly project schedules with the direction of the Project Manager or Engineers.

-Soft Skills:

o Able to work well independently and within a team setting.

o Excellent communication and correspondence skills.

o Has exceptional organization and stellar time management skills.

o Demonstrate ability to work independently as well as in a group setting.

o Strong communication and interpersonal skills (both verbal and written)

o Self-motivated and open to change

Education:

Mangalore University Mangalore, India

Bachelor of Arts (B.A) 1992

Davar’s College of Commerce Bombay, India

Diploma in Personal Secretary 1991 1991

Professional Training and Development

o CIP from the Southern Insurance Institute 2016

o IELTS Training 2004

o MS Office Packages Training 1998

o Certificate of Computer Programming from the Indo German Cultural Society 1993

o Diploma in Personal Secretary 1991

o Currently appearing for Level 1 Insurance License

Employment History:

Intact Insurance Company Calgary, AB

Insurance Policy Processor March 2008 to Present

Miller International Loss Adjusters Ltd. Dubai, UAE

Personal Assistant May 2003 to Feb 2008

International Products Trading Co. Dubai, UAE

Secretary, Sales Manager Aug 2000 to April 2003

Hediger and Partner’s Consulting Engineers Dubai, UAE

Office Assistant Oct 1996 to July 2000

Al Letham Trading Est. Kuwait, Middle East

Secretary to the General Manager July 1994 to Aug 1996

References Available Upon Request

Contact this candidate