Vivian Li
@vivianli
Detail-oriented contract writer with extensive experience in insurance.
What I'm looking for
I am a dedicated contract writer with a strong background in group benefits and insurance. Over the past three years at iA Financial Group, I have developed comprehensive applications and contracts, ensuring alignment with underwriting requirements and prior carriers. My analytical skills allow me to dissect existing benefit structures, ensuring that all contracts are meticulously crafted and compliant with regulatory standards.
Before my current role, I served as a Senior Administrative Assistant at Prolink, where I honed my skills in auditing, documentation processing, and project management. My experience spans over a decade in customer service and administrative roles, where I have consistently demonstrated my ability to build strong relationships with clients and colleagues alike. I thrive in collaborative environments and am committed to delivering exceptional results.
Experience
Work history, roles, and key accomplishments
Contract Writer, Group Benefits
iA Financial Group
Jul 2021 - Jun 2024 (2 years 11 months)
Developed comprehensive applications, contracts, and booklets for new group insurance business, ensuring benefits matched prior carriers and aligned with underwriting requirements. Collaborated closely with underwriting teams and advisors to adhere to guidelines, update contracts, and address regulatory changes. Posted finalized documents on the company’s portal for client visibility and answered
Senior Administrative Assistant, Life Benefit Division
Prolink
Aug 2018 - Jul 2021 (2 years 11 months)
Conducted audit and credit checks on brokers and assisted with contracting processes between brokers and insurance carriers. Managed incoming and outgoing documentation, maintained project reports, and reviewed reports for accuracy. Created Excel spreadsheets for commission tracking, updated files, and assisted with marketing materials.
Regional Manager-in-Training
REAL FRUIT BUBBLE TEA
May 2018 - Aug 2018 (3 months)
Ensured all locations followed food safety, sanitation, and safety policies while preparing products according to standards. Led and mentored team members, providing guidance and training. Created weekly schedules for locations and monitored/managed expenses.
Retention Specialist
State Farm
Nov 2015 - Nov 2016 (1 year)
Interacted directly with clients considering cancellation to resolve problems and retain business. Responded to inquiries from prospective customers regarding products and services, educating them on new coverage. Provided quotes, completed sales, and booked financial services appointments for the sales team to increase sales.
Customer Service Representative
State Farm
Aug 2013 - Nov 2015 (2 years 3 months)
Responded accurately to billing dispute inquiries and provided quotes to clients, completing sales. Made adjustments to insurance policies and built strong relationships with customers to understand their insurance needs. Booked financial services appointments for the sales team and managed office supplies/equipment.
Customer Service Representative
State Farm
Jan 2013 - Aug 2013 (7 months)
Handled incoming calls and emails, completed fax requests, and prepared folders and mails. Greeted and welcomed clients at the front desk, inputting client information into the system and collecting payments.
Education
Degrees, certifications, and relevant coursework
Centennial College
Diploma, Business Administration
Completed a comprehensive program in Business Administration, gaining foundational knowledge in business operations and management principles.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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