Jennifer Schroeder

Experience

• 

  Compass Group Canada

  Feb 1994 - Jun 2004

  Reporting to Vice President, Operations, managed 200 employees in a district of 40 accounts, with financial accountability of more than $7 million in annual revenues, in compliance with established company policies and procedures and local, provincial and federal laws and regulations. Reporting to the Operations Manager, responsible for the successful implementation of their in-house coffee brand, Roasters through coordinating key suppliers and internal departments and providing training assistance. This position included travel across Canada where I conducted quality assurance audits to identify program gaps and potential program improvements.

  • District Operations Manager

    Jun 1997 - Jun 2004

  • Operations Support Manager

    Feb 1994 - Jun 1997
• 

  Cowan Wilkin Financial Services Inc.

  Jan 2006 - May 2016

  Licensed Administrative Assistant

  • Manage the underwriting process for all new insurance business (4 advisors) including; life, critical illness, disability, long-term care, personal health and travel insurance• Shop for alternative solutions on declined life cases • Responsible for handling all life, wealth and disability claims• Field all insurance inquires including; processing of policy loans, dividend withdrawals, beneficiary changes and policy surrenders• Run client illustrations in preparation of appointments• Assist wealth desk in processing client investment redemptions, switches and PAC/AWD changes• Client communications via telephone, email and letters, appointment bookings and filing Show less

• 

  Sun Life

  May 2016 - now

  • Compliance Analyst

    Jun 2023 - now

  • Contracting & Licensing Associate

    May 2016 - Jun 2023