At AAXEL Insurance Brokers Ltd., I prepare and review client documentation and maintain electronic records. I verify applications, customer information, and supporting documents for completeness and accuracy.
I coordinate documentation among clients, insurers, underwriters, and internal teams, and track outstanding items and approvals against deadlines.
At RBC Home & Auto Insurance, I managed customer transactions involving documentation, payments, account changes, and policy servicing. I processed updates, payments, renewals, and policy changes while maintaining accurate records.
I hold a Licensed Insurance Broker credential from the Registered Insurance Brokers of Ontario (RIBO). My experience includes insurance documentation, compliance procedures, customer account administration, and electronic records.
