Senior Benefit Analyst

Smartchoice Benefits Inc.

Renewal Analysis and negotiation for SmartChoice block of business from 3 to 1000 lives
Preparation of Request to Quotes
Preparation of Marketing and Renewal Reports for brokers
Preparation and Analysis of Quarterly Experience Reporting
Review and Audit of Financial Statements for ASO accounts
Preparation of Announcement Letters
Determine Cost Containment Plan Changes for Clients
Review Booklet Drafts
Review and communicate Plan Amendments
Liaise with Insurers for New Business Implementation
Accompany Account Executives to client meetings
Process Employee Benefit changes on a daily basis
Manage Staff / Workflow in Office Manager's absence

Client Service Representative / Senior Benefit Analyst

Sun Life Financial

Quotation of new business and renewal of groups 3 to 50 lives
Propose and price plan alternatives      
Assisting the manager with workflow distribution and reassignment
Assisting the manager with overseeing staff during his absence		
Interaction with clients, brokers and consultants

Associate Senior Underwriter

Quotation on new business as well as Renewals and Plan Amendments on groups ranging from 3 to 50 lives
Assisting the manager with Audits, peer review, quote assigning and inquiries from Underwriters in a less senior role
Interaction with advisors regarding new business and renewals

Intermediate Underwriter

J.J. McAteer & Associates

Underwriting, analysis, and renewal of Multi-Employer Groups up to 2000 lives
Life & Health Insurance policies
Preparation and review of draft booklets and announcements
Preparation of premium rates for the administration department

Senior Benefits Analyst

DOT Benefits Corp

Underwriting, analysis, marketing and renewal of Group Life & Health Insurance policies ranging from 80 to 2000 lives 
Presentation of marketing and renewal reports directly to the clients
Daily interaction with customers and insurance carriers
Proposal of plan design changes to meet the needs of the customer.
Preparation of Financial statements for ASO and Retention accounts
Underwriting training provided to junior staff on an ongoing basis.

Senior Benefits Specialist

Standard Life

Responsible for underwriting new business as well as the renewals of existing Group Life & Health accounts ranging from 150 to 1000 lives
Attendance at renewal meetings with Sales Representatives as well as the current Consultant or Broker on the account.
Direct interaction with clients, brokers and consultants

Intermediate Group Underwriter

Imperial Life

Responsible for Group Life and Health insurance quotations and renewals for accounts above 50 lives
Preparation of quarterly financial reports outlining the premium to claims ratios.
Direct dealing with sales representatives, brokers, clients and insurance companies

GreenShield Canada

Renewals and quotation on multi-employer business
Attendance at renewal meetings

Rate Analyst

KRG Group

Underwriting, analysis, marketing and renewal of Group Life & Health Insurance policies 
Presentation of marketing and renewal reports directly to the clients
Daily interaction with customers and insurance carriers
Proposal of plan design changes to meet the needs of the customer.
Preparation of Financial statements for ASO and Retention accounts

Group Benefit Analyst

My goal is to achieve the highest possible level of personal and professional growth by increasing my knowledge, maintaining a positive attitude and embracing new opportunities.  I will do so by employing principles associated with team spirit, integrity and professionalism while having fun.

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