Empire Life

Bilingual Group Underwriter II, Group Solutions

- Assessing risk, determine suitability of product and services requested and provide solutions on a case by case basis for Requests to Quote by respecting underwriting guidelines,
- Actively collaborating with the Sales team in order to respect deadlines for Requests to Quote and to assist advisors for their various requests,
- Reviewing annual renewals to assess risk and determining appropriate rate and plan adjustments,
- Providing assistance and support to Specialty Partners for Requests to Quote.

Bilingual Group Underwriter, Group Benefits

Morneau Shepell

- Processed retirement, termination, divorce and death benefits calculations and preparing the respective packages to be sent to the members within service standards,
- Peer reviewed coworkers's tasks prior to the pension benefits entitlements packages are being sent out to the members,
- Processed member requests to issue pension payments,
- Peer reviewed coworkers's tasks completed prior to pension payments being issued,
- Ensured legislative rules are applied correctly when providing to members with their pension benefits entitlements,
- Wrote correspondence to the members, client and trustee,
- Assisted the call center team to provide accurate and throrough responses to members' questions and inquiries received,
- Translated letters and internal procedures from French to English in writing,
- Trained new employees in various tasks,
- Assisted the client in preparing their Annual Information Returns (AIR) for each of their various pension plans,
- Validated the pension benefit amounts and pension values for complex cases and making necessary adjustments on members' annual statements (short term project),
- Actively participated in internal process improvements decisions,
- Performed administrative tasks in order to ensure the good functionality of the team.

Senior Analyst, Administrative Solutions (Pension Plans)

- Processed retirement, termination, divorce and death benefits calculations and preparing the respective packages to be sent to the members within service standards,
- Processed member requests to issue pension payments,
- Processed stop payments for deceased members,
- Ensured legislative rules are applied correctly when providing to members with their pension benefits entitlements,
- Wrote correspondence to the members, client and trustee,
- Assisted the call center team to provide accurate and throrough responses to members' questions and inquiries received,
- Translated letters and internal procedures from French to English in writing,
- Trained new employees in various tasks,
- Peer reviewed coworkers's tasks prior to the pension benefits entitlements packages are being sent out to the members,
- Peer reviewed coworkers's tasks completed prior to pension payments being issued,
- Assisted the client in preparing their Annual Information Returns (AIR) for each of their various pension plans,
- Actively participated in internal process improvements decisions,
- Performed administrative tasks in order to ensure the good functionality of the team.

Analyst, Administrative Solutions (Pension Plans)

- Processed member requests to issue pension payments,
- Updated members' file with their address, banking information and tax credits, beneficiary designation upon their request.
- Processed stop payments for deceased members, prepared the respective packages with pension benefits entitlements for the surviving spouses and/or beneficiaries,
- Ensured legislative rules are applied correctly when providing to surviving spouses and/or beneficiaries with their pension benefits entitlements,
- Wrote correspondence to the members, client and trustee,
- Assisted the call center team to provide accurate and throrough responses to members' questions and inquiries received,
- Actively participated in internal process improvements decisions,
- Performed administrative tasks in order to ensure the good functionality of the team.

Technician, Administrative Solutions (Pension Plans)

Sun Life Financial

- Managed high volumes of administration forms (enrolments and withdrawals) within service standards,
- Ensured the accurate processing of transactions,
- Prepared retirement and termination quotes for members,
- Ensured legislative rules are applied correctly,
- Provided support to Client Services teams,
- Participated in the Optimization project to improve current processes.

Administrator, Group Retirement Services

Régie des alcools, des courses et des jeux

- Registered new publicity contests,
- Wrote payment inscriptions in the related files,
- Completed related tasks to the good functionality of the team (Classification, agenda, sending the necessary communication, etc.)

Student Job At The Publicity Contests Department

Ministère de la Justice du Québec (MJQ)

- Took voluntary deposit interviews and opened the respective files,
- Responded to clients’ need(s) on the counter,
- Opened and analyzed wage garnishment files,
- Audited bills of cost in the files of wage garnishment.

Student Job At The Financial Department

Hard worker, meticulous, organized, determined and punctual are a few words to describe my work ethic. In order to keep myself stimulated, I seek opportunities that allow me to constantly learn new concepts and thus making my career journey one that is filled with various adventures. Afterall, knowledge is power. I also have a history of quality work carried to timely completion and I truly enjoy sharing my expertise with others. My enthusiasm and self driven attitude are not just for me but can also serve to inspire others to give their best.

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Priya Patel's Linkedin Analytics

Priya Patel

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