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1

insurance analyst

  • Performed research, prepared correspondences for approved insurance policies
  •  Assists in reviewing various contracts, agreements, and addendums for approval 
  • Ensured compliance with contractual requirements
  • Managed liability and property certificate of insurance and provided  self-insurance correspondences to companies
  • Reviewed evidence of insurance from third parties
2

senior insurance analyst

  • Regularly exceeded and delivered on all business accountabilities and objectives
  • Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
  • Analyze individual situations, provide insurance advice and solutions to clients based on their unique needs
  • Exhibit a consistent, positive client experience with every conversation by putting customer first methodology and delivering TD’s Legendary Customer Experience. 
  • Actively listen to customer concerns and provide resolution 
  • Demonstrate strong understanding of regulatory risk  and compliance, when writing and updating new business policies
  • Apply critical thinking during client interactions in order to identify and analyze acceptable and unacceptable risks
3

insurance analyst

  • Decrease value of policy when risk is substandard and specify applicable endorsements or apply rating to ensure safe profitable distribution of risks, using reference materials.
  • Review company records to determine amount of insurance in force on single risk or group of closely related risks.
  • Perform front-line underwriting of Home and Auto policies

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