Vivian Li - Contract Writer, Group Benefits - iA Financial Group | Himalayas
VL
Open to opportunities

Vivian Li

@vivianli

Detail-oriented contract writer with extensive experience in insurance.

Canada

What I'm looking for

I am looking for a role that values collaboration and offers opportunities for professional growth.

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

IG

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

PR

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.

SF

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.

SF

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 logoCC

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

Interested in hiring Vivian?

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