Open to opportunities

Indra Whitlingum

@indrawhitlingum

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Licensed health insurance account manager with strong client retention focus.

Canada

Message

What I'm looking for

I seek a client-focused role in benefits or insurance where I can manage renewals, grow accounts, and collaborate with carriers while advancing professionally in a supportive team environment.

I am a licensed health insurance professional with over six years' experience managing group and individual benefit relationships, guiding clients through renewals, and negotiating with carriers to secure competitive coverage. My background includes direct broker sales, account management for small and large employers, and strong administrative experience supporting executive finance functions.

I combine excellent verbal and written communication with advanced Microsoft Excel and PowerPoint skills, diligent follow-up, and the ability to prioritize multiple tasks to deliver results. I have a proven record of maximizing client retention, evaluating cross-sell opportunities, and working collaboratively with carriers and internal teams to meet client needs.

Experience

Work history, roles, and key accomplishments

Current

Account Manager

Current

Automatic Data Processing Insurance Agency

Jan 2017 - Present (8 years 9 months)

Manage a book of small and large business clients, guiding annual policy renewals, expanding coverage lines, and coordinating with carriers to maximize client retention and satisfaction.

Benefits Administration Client Relationship Management Carrier Negotiation Account Management MS Excel Cross Functional Collaboration

Life/Group Insurance Broker

Alliance Income Services Inc.

Jan 2015 - Dec 2017 (2 years 11 months)

Prospected clients, collected information to deliver competitive insurance quotes, assessed client needs, and negotiated policy terms with providers to secure suitable coverage.

Insurance Sales Prospecting Assessing Client Needs Quotes Relationship Management Meeting Coordination & Compliance

Executive Assistant

Kinectrics Inc.

Jan 2012 - Dec 2014 (2 years 11 months)

Provided high-level administrative support to the CFO, managing complex calendars, travel, confidential communications, and producing finance-related content and special projects on deadline.

Executive Support Calendar Management Travel Coordination Confidentiality Financial Communications Project Coordination MS Office

Accounts Receivables Clerk

Transport Canada

Jan 2007 - Dec 2012 (5 years 11 months)

Processed and recorded payments, maintained financial transaction files, and ensured accurate account verification for Transport Canada employees in the region.

Accounts Receivable Cash Handling Payment Processing Customer Service Attention To Detail