Customer Service Representative- Underwriting

ROXANNE N. SPENCE

Email: ****************@*****.*** · Phone: 905-***-****

OBJECTIVE

I am a hardworking, dedicated and detail-oriented professional looking for an exciting role at a best in-class insurance company or brokerage.

SKILLS

• Excellent communication skills

• Attention to detail

• Ability to multitask and maintain composure under pressure

• Ability to work in teams

• Risk Assessment

• Premium Calculation

• Relationship management

• Claims settlement

• Tech savvy (MS Office)

• Applied systems (Epic, Policy Works and Applied Rating Systems) EDUCATION & PROFESSIONAL DESIGNATIONS

INSURANCE MANAGEMENT: PROPERTY & CASUALTY SEPT. 2022- PRESENT HUMBER INSTITUTE OF TECHNOLOGY AND ADVANCED LEARNING

• DEAN’S HONOUR ROLL MAR. 2023

• RIBO LEVEL 1 LICENSING EXAM (PASSED)

REGISTERED INSURANCE BROKERS OF ONTARIO FEB. 2023

• CHARTERED INSURANCE PROFESSIONAL (CIP) SEPT. 2022 – APR. 2024

(C11, C13, C120, C12, C130, C110 & C14 ALREADY

COMPLETED & PASSED)

BSC. LAND ECONOMY & VALUATION SURVEYING SEPT. 2010 – SEPT.2014 UNIVERSITY OF TECHNOLOGY, JAMAICA

2

PROFESSIONAL EXPERIENCE

THE INSURANCE COMPNY OF THE WEST INDIES, JAMAICA MAY 2016 – AUG. 2022 CUSTOMER SERVICE REPRESENTATIVE (UNDERWRITING)

• Examining motor and property insurance proposals to collect background information and assess associated risk.

• Determining coverage and premiums based on professional judgement and risk profile of clients in accordance with company guidelines.

• Determining policy terms and conditions and calculating premiums based on statistical and background information.

• Receiving and processing motor claim reports efficiently and within the specified time period.

• Providing exceptional customer service and answering queries from insurance companies, brokers, agents and customers to ensure 100% customer satisfaction.

• Ensuring compliance with insurance regulations and best practices.

• Assisting clients in the completion of company forms.

• Keying an average of 2,400 transactions for the year 2021.

• Collecting payment (various medium) from clients and accurately preparing receipts.

• Actively contributed to the increase in the branch retention ratio of 86.97% from 80% in 2021.

KEY INSURANCE COMPANY, JAMAICA APR. 2015 – APR. 2016 CUSTOMER SERVICE REPRESENTATIVE (CLAIMS INTERN)

• Facilitating claim/ accident reports by assisting clients to accurately complete the requisite forms.

• Receive, register and file claims documents

• Address customer complaints and queries

REFERENCES

Available upon request

Contact this candidate