Amy Kerr

Experience

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  OnStar

  Jan 2011 - Jan 2013

  Sales Advisor

  - Provided customers with a thorough understanding of OnStar and the features they had by conducting orientations- Consistently meet and exceed the sales target on a month to month basis - Promoted to Performance Coach: responsible for monitoring job performance of all advisors and sales mentor to low performers- Responsible for the updating of employee progress calendars- Perform audits on performance and adherence to scheduling

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  Aon

  Jan 2013 - Jan 2019

  Benefits Analyst

  • Create Benefit Benchmarking Reports for clients • Manage Canadian Benefit SpecSelect (BSS) database for 400 clients;• Contact clients for yearly pension and benefit updates• Respond to client inquiries and requests• Maintain, respond and follow-up of general mailbox inquiries• Responsible for all invoices and creation of project codes for large team through PeopleSoft• Create templates for correspondence• Prepare and produce documents, graphic presentations, and related materials• Coordinating and managing the completion of client projects • On-going tracking of database participants and product purchases• Processing subscription orders• Create/run reports of benefit and pension plans through database• Maintaining physical and electronic filing systems Show less

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  The Leslie Group Limited

  Jan 2019 - Mar 2021

  Employee Benefits Specialist

  • Provide strategic consulting advice to a range of small to mid-market clients across various industries• Provide analysis of clients’ financial arrangements and claims experience, and prepare/present reports and recommendations on related group benefit projects• Provide technical advice/expertise to clients regarding plan design recommendations, costings, renewals, industry changes, etc.

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  People Corporation

  Mar 2021 - now

  Client Conversion Manager

  • Conduct client meetings, educate clients on new platforms and features coming their way• Conduct plan member education sessions• Maintain a deep knowledge of strategic initiatives and assist the organization with change management• Work closely with a project and service team throughout an overall conversion to a new robust platform• Preparing communications plans and presentation materials• Follow in house and carrier best practices and liaise with stakeholders as needed

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  International Society of Certified Employee Benefit Specialists

  Jan 2023 - now

  Member Board of Directors

  2024: Secretary on the Executive Committee and Board of Directors Member2023: Serving as the Education Chairman on the Board of Directors for the Toronto Chapter