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Manager Insurance Agent

Location:
Peterborough, ON, K9J 6X2, Canada
Posted:
February 22, 2020

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Resume:

Valerie M. Lenauskas

*** ****** *****

Ennismore, Ontario

K0L 1T0

647-***-****

Email: adbxew@r.postjobfree.com

CAREER HISTORY

****-****

SYMCOR INC.

Symcor provides business-to-Industry expertise in customer communications, payment processing, and fraud analytics to accelerate industry change

Contracts Negotiation Manager

Results: - liaise with Client to discuss their legal needs and requirements

- review, draft, provide comments, and negotiate Service Agreements, Subcontracts, Vendor of Record Agreement and Service Level Agreements, Statements of Work, Master Services and Subcontract Agreements, Product Agreements, e-Business Hosting Agreements, Deployment Agreement, Custom Offerings, Teaming Agreement, Non-Disclosure Agreements, Engagement Letters, Conditions of Services, Memorandums of Understanding, Reseller Agreements and other adhoc agreements, as required, for Clients

- work closely with internal stakeholders in the drafting and negotiating of Client Schedules and SOW’s to ensure mitigate of company risk

- review public and private sector Request for Proposals, Request for Quotations and Request for Information documentation, with a comprehensive understanding of the regulatory requirements and methods and strategies of the public sector

- discuss finding and options with Client and draft legal comments for enclosure in Proposal responses

- liaise with Client to address their concerns and review all legal requirements and recommendations prior to drafting of comments for Client, for submission to Client

- analyze and assess contractual risk and make recommendations

- attend and provide legal assistance and review, in high risk project meetings

- draft contractual language and negotiate agreements with Clients

- participate in presenting and provide legal approval of Bid and Contract Approvals for customer concessions and customers accommodation credits, termination fees, one time incentive payments, to the senior leadership ship

- work closely with internal stakeholds on the bid approval control process to mitigate company risk

- ownership of the change control management process with respect to changes requested by client, assess company risk and mitigate in accordance company policies

- work with internal stakeholders to mitigate company risk and ensure creation of new product price points and descriptions are reflective of the offering 2

2000-2006

IBM CANADA LTD. (formerly PwC Consulting LLP)

International Business Machines and Services

Contracts and Negotiation Professional (key clients, Ontario Public Sector, and Canada’s largest telecommunications company)

Results: - liaise with Client to discuss their legal needs and requirements

- review, draft, provide comments, and negotiate Service Agreements, Subcontracts, Vendor of Record Agreement and Service Level Agreements, Statements of Work, Master Services and Subcontract Agreements, Product Agreements, e-Business Hosting Agreements, Deployment Agreement, Custom Offerings, Teaming Agreement, Non-Disclosure Agreements, Engagement Letters, Conditions of Services, Memorandums of Understanding, License Agreements, Reseller Agreements and other adhoc agreements, as required, for public and private sector Clients

- review public and private sector Request for Proposals, Request for Vendor’s of Record and Request for Information documentation, with a comprehensive understanding of the regulatory requirements and methods and strategies of the public sector

- discuss finding and options with Client and draft legal comments for enclosure in Proposal

- liaise with Client to address their concerns and review all legal requirements and recommendations prior to drafting of comments for Client, for submission to their Client

- analyze and assess contractual risk and make recommendations

- attend and provide legal assistance and review, in high risk project meetings

- draft contractual language and negotiate agreements with public and private sector Clients

- approve all BCS Canada customer concessions and customers accommodation credits

1999 – 2000 (1 years)

Merrill Lynch Canada Inc.

International Broker/Dealer

Corporate/Securities Law Clerk

Results: - review of contracts and agreements to ensure intent and completeness, negotiate changes

- established and implemented regulatory tracking system

- participate in due diligence on acquisitions, dispositions and mergers

- oversee management and supervision of administrative support staff

- liaise with Ontario Security Commission and all other commissions

- coordinate preparation and filing of Broker/Dealer, Mutual Fund Dealers, Investment Counsel Portfolio Manager, and review for completeness Mortgage Broker, Insurance Agent and Real Estate Broker Applications for Registration and renewals with all regulatory bodies across the country

- organize and coordinate the dissemination of AGM meeting materials to Trustee and mailing houses

- preparation and filing of compliance documentation in accordance with Undertakings under the Canadian Bank Act

3

- manage and coordinate preparation and filing of continuous disclosure requirements with all regulatory bodies and monitor the results

- manage and coordinate preparation and filing of Articles of Incorporation, Amendment, Amalgamation, Continuance and Dissolution, as required

- coordinate preparation of corporate organizational documents and review for completeness

- drafting of all project and special corporate resolutions for boards and Committees

- manage and monitor compliance with all regulatory requirements 1995 - 1999

MDS Inc.

A Health and Life Sciences Company

Transactional/Securities Law Clerk

Results: - review of contracts and agreements to ensure intent and completeness, advise on required changes and/or omissions

- participate in due diligence on acquisition and mergers, use problem solving skills to mitigate corporate risk

- draft list of steps and documents in preparation for closing

- draft necessary resolutions for boards and committees

- organize closing and attend as required

- implemented the administering of a corporate compliance program

- coordinate and ensure completion of post closing issues

- preparation and filing of Application for Registration as Dealer, Advisor or Underwriter under applicable category

- preparation and filing of Uniform Application for Registration for each director, office and Investment Counsel/Portfolio Manager

- organization and attendance at director and shareholders meeting

- ensure compliance with all regulatory requirements 1992-1995

McCabe, Kelly & Filkin

Barristers and Solicitors

Clerk/Office Administrator

Corporate and Commercial, Real Estate, Wills and Estates Results: - review of all agreements, ensure intent

- meet with clients and discuss their needs and requirement

- obtain NUANS searches, corporate status searches etc., ensure regulatory requirements were met

- preparation of Articles of Incorporation, organizational documentation, all directors and shareholders resolutions, waiver and consents, amalgamation documents etc.

- preparation of all necessary preclosing and post closing documentation

- representative for the mortgagee, ensure mortgage instructions are received and reviewed and that all conditions are satisfied and that funds are available

- draft all final real estate and corporate reports 4

Education: The Institute of Law Clerks (Fellowship Certificate) Advanced Mediation/Negotiation Skills Certificate

Advanced Alternate Dispute Resolution Certificate

Securities Certificate

Legal Office Administration Certificate

Other Courses Business Administration

Police Science Course

Account/Bookkeeping 1 & 2



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