Joanne MacDonald

Experience

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  F.J Hammond & Son Insurance Brokers

  Mar 1995 - Jan 1998

  Registered Insurance Broker

  Provided professional service for both personal and commercial accounts – experience in issuing Bid Bonds and Surety Bonds for a large commercial account.

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  Economical Insurance

  Jan 1998 - May 2014

  Develop up to date training material and facilitate innovative learning sessions for new hires – positions these individuals to begin making a productive contribution in a relatively short period of time.Provide guidance, on-the-job training, constructive feedback and technical instructions for the Personal Lines Underwriters – ensures they adhere to corporate guidelines and make optimal underwriting decisions.Create training and instructional materials, including manuals and reference cards, in order that business needs could be achieved for our Broker Partners.Coordinate and complete detailed internal audits of policies – provide constructive feedback on files and identify training opportunities and trends.Liaise as Subject Matter Expert with other departments in the organization, as needed, to provide insight and expertise on process, products and functions of Personal InsuranceEffectively communicate information that is critical to the organization’s goals in a timely manner, making sure all staff have an understanding of process changes and how that will impact the duties they perform.Encourage internal customers to use tools (ITV, Profitability Indicator) and follow processes in order to achieve corporate goals.Spearheaded and led a team of peers in the successful review of current training materials – identified opportunities to modify and improve processes as required.Assisted with Federation Insurance's transition to Economical, including on-site system support to existing Federation employees which allowed for a timely completion of the transfer of business.. Show less Worked within a team environment, managing an assigned broker portfolio, with a view to developing and maintaining positive broker relationships in order to maintain a profitiable book of business and increase volumn.Underwrote complex automobile and property new business, renewals and policy changes in an accurate and timely manner.Engaged in audits of Broker Files, including electronic documentation requirements, in order to confirm that company guidelines and procedures were being adhered to. Show less

  • Underwriting Specialist, Personal Insurance

    Oct 2006 - May 2014

  • Underwriter, Personal Insurance

    Jan 1998 - Nov 2006
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  BrokerLink

  Jan 2015 - now

  Business analysis of mixed personal/commercial insurance book of business.Business operations processes; technical solutions including designing or modifying solutions for workflow processes and external systems. Facilitating Systems Training to new and existing staff. Developing, implementing, and facilitating training programs for new system releases, existing system updates, and new products. Performing training assessments to evaluate participants' learning. Collaborating with the Systems Education Team to exchange ideas, information and experience. Build and maintain strong relationships with branches and business operations. Providing employees with training and development in workflows, soft skills and computer systems that will allow Insurance Advisors to increase productivity, accuracy and customer service.

  • Business System Analyst, Technology and Solution Delivery

    Nov 2020 - now

  • Technical Trainer, Systems Education Team

    Jan 2020 - Oct 2020

  • Professional Development Consultant

    Jan 2015 - Dec 2019