Background

[BW Underwriting], [Pickering, ON]
[2009] – [Present]

[Underwriting Consultant, AURA Rules Analyst, Senior Business Analyst]
•Contract underwriting with National/International Insurers and Reinsurers, up to 3.5 Million Life, CI and Disability, with full authority on rated, declined, postponed, modified and reinsurance files
•Specially requested by contracting companies as contract underwriter
•Developed, tested and implemented electronic underwriting AURA rulesets for our client(s)
•Single-handedly developed from scratch over fifty dynamic, internal, online training modules for Call Centre employees in three months
•Tested and regression tested for Paramedical Software and asked to create output for e-Para display

[Sun Life Financial], [Waterloo, ON]
[2005] – [2009]

[Senior Underwriter]
•Quickly progressed from Junior to Senior Underwriter in 2.5 years, underwriting for Captive Career Sales Force Agents, up to 1.5 MM Life and CI
•Asked to become Regional Manager over East Coast/Nation’s Capital Financial Centres – large case/escalated cases, liaison – helped Newfoundland Financial Centre win National Top Sales in 2008
•Invited to Financial Centres for training of Sales team, discussion of new products and underwriting tips
•Invited to become Customer Relations Consultant – client complaint resolution and service recovery

[Kawartha Pine Ridge District School Board], [Peterborough, ON]
[1998] – [2003]

[Teacher]
•Created over 200 unique units for student growth and development, and training modules for colleagues
•Requested to take leadership in classrooms in crisis – provided strength and support to students and staff

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