Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Titles Analyst
Manulife
Bermuda
09.2023 - Current
Conduct Lexis Nexis Bridger Results
Handling complex client due diligence reviews
Review policy ownership structures including individuals, entities, and trusts, identifying ultimate beneficial owners for risk assessment.
Conduct client risk assessments, ensuring due diligence has been provided that are in accordance with our local regulatory requirements (KYC/AML) at the time of onboarding and for New Business and Inforce processing.
Staying updated with procedural documentation and changes within operations, ensuring adherence to recent guidance and regulations.
Review legal collateral assignments documents, noting any errors between submitted documents and approved versions, ensuring it’s in good order prior to acknowledgement.
Coaching/cross training team members in handling policies and procedures related to both New Business and Inforce processing.
Meeting SLAs - fast turnaround time and efficiency, while prioritizing urgent cases and escalations.
Special projects assigned by management.
Policy Contract Coordinator
Manulife Bermuda
10.2021 - 08.2023
Digitally prepare and accurately assemble policy contracts for e-delivery to clients
Print, accurately assemble, bind, and package hard copy policy contracts for courier delivery
Meet established service standards in terms of turnaround time and quality, while prioritizing urgent cases and escalation
Coordinate all outgoing courier packages to both local and international destinations
Attention to detail while completing assignments.
Managed time efficiently in order to complete all tasks within deadlines.
Worked effectively in tight deadlines and a fast-paced environment.
Strengthened communication skills through regular interactions with others.
Organized and detail-oriented with a strong work ethic.
Participated in team projects, demonstrating an ability to work collaboratively and effectively.
Developed and maintained courteous and effective working relationships.
On Call Assistant
Animal & Garden House
06.2017 - 09.2021
Greeted guests in with friendliness and professionalism.
Monitored and ordered supplies and materials to keep office well stocked.
Answered incoming phone calls to process requests, transfer calls, or relay messages to appropriate personnel.
Sales Person (Part Time)
English Sports Shop
11.2019 - 03.2020
Worked to build relationships with customers and built potential for additional sales.
Asked open-ended questions to determine needs and assisted customers in selecting appropriate merchandise.
Increased sales and customer satisfaction through personalized servicing.
Located merchandise across various stores to address customer needs.
Hostess (Part Time)
Flanagans
08.2019 - 12.2019
Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
Assigned patrons to tables suitable for needs and worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
Coordinator/Rental Attendant (Part Time)
Current Vehicles
02.2018 - 03.2019
Accommodated last minute requests to address needs of guests, achieving top guest satisfaction and repeat business.
Arranged for cleaning and upkeep to keep properties presentable for potential tenants.
Education
Bachelor of Science - Business Administration: International Business
Liberty University
Lynchburg, VA
Associates of Arts - Business Administration
Bermuda College
Paget
Skills
High Attention to Detail
Strong sense of urgency
Problem-Solving
Self-Motivated
Time Management
Flexible and Adaptable
Ability to multitask
Customer Service
Organization
Teamwork and Collaboration
MS Office & Adobe
Coaching/Cross Training
Interpersonal
Communication
Accomplishments
FLMI Level 1 Certificate
Certificate in Customer Experience Essentials
Completed LOMA 281 - Meeting Customer Needs with Insurance and Annuities- 3rd Edition.
Completed LOMA 291 - Improving the Bottom Line: Insurance Company Operations - 2nd Edition
50 - Impact Cx: The QuestCX 50 - Impact Cx: The Quest
Completed ACS 101 - Customer Service for Insurance Professionals - Third Edition
Timeline
Titles Analyst
Manulife
09.2023 - Current
Policy Contract Coordinator
Manulife Bermuda
10.2021 - 08.2023
Sales Person (Part Time)
English Sports Shop
11.2019 - 03.2020
Hostess (Part Time)
Flanagans
08.2019 - 12.2019
Coordinator/Rental Attendant (Part Time)
Current Vehicles
02.2018 - 03.2019
On Call Assistant
Animal & Garden House
06.2017 - 09.2021
Associates of Arts - Business Administration
Bermuda College
Bachelor of Science - Business Administration: International Business