Sara Leonard

Sara leonard

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location of Sara LeonardHalifax, Nova Scotia, Canada
Phone number of Sara Leonard+91 xxxx xxxxx
Followers of Sara Leonard202 followers
  • Timeline

    Current Company
    Jul 2014 - now

    Broking Coordinator

    Aon
    Halifax, Nova Scotia
  • About me

    Broking Coordinator at Aon

  • Education

    • Nova scotia community college

      2013 - 2014
      Business/office automation/technology/data entry

      One year intense program that prepares you for entry-level office positions. In addition to learning office procedures and business computer applications, an emphasis is placed on critical thinking, customer service, professionalism, and teamwork. The program focuses on the practical demands of a modern office, including organizing activities and meeting deadlines. Practical applications include document processing, computerized bookkeeping, spreadsheets, and office procedures.

  • Experience

    • Aon

      Jul 2014 - now

      • Responsible for the day to day activity on accounts handled by Brokers and Associate Brokers• Act as an assistant to Brokers and Associate Brokers• Receive coverage information and direction from Brokers and input into the Xpress system.• Produces cover notes, endorsements and invoices on Xpress for review by Broker; policy checks, sorting, prioritizing and handle Broker’s mail and abeyances on a daily basis• Handle telephone inquiries from Insurers.• Request insurance documents on a timely basis.• Assists department with general correspondence, underwriting reports and client presentations.• Handles abeyance for the Department and follows up accordingly for documentation and information.• Maintain department filing system, receive and sort incoming mail/faxes and distributes in a timely and efficient manner.• Build productive working relationships with peers and higher level professionals internally and externally to exchange information. Show less Developing knowledge of clients operations and risk exposures.Handle inbound and outbound calls for new and existing business and provide ongoing service support to clientsResponding to client and advisor inquiries either by telephone or by emailSupport all processing of client documentation, including policy creation and invoicing Following up for renewal information with advisors and clientsReviewing application information and referring to Insurers where appropriateEnsuring understanding of all Aon Facilities, including wordings, endorsements, limits, etc.Entering client and insurer information in an accurate and timely mannerPerforming various other duties as directed by Account Executives Show less

      • Broking Coordinator

        May 2017 - now
      • Administrative Assistant

        Jul 2014 - May 2017
  • Licenses & Certifications

    • General insurance license

      Itac insurance training and consulting
      Jan 2015
  • Volunteer Experience

    • Fundraising Volunteer

      Issued by IWK Health Centre on Feb 2016
      IWK Health CentreAssociated with Sara Leonard