
Timeline
About me
Broking Coordinator at Aon
Education

Nova scotia community college
2013 - 2014Business/office automation/technology/data entryOne 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 - nowAdministrative Assistant
Jul 2014 - May 2017
Licenses & Certifications

General insurance license
Itac insurance training and consultingJan 2015
Volunteer Experience
Fundraising Volunteer
Issued by IWK Health Centre on Feb 2016
Associated with Sara Leonard
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