Latoya Anderson-Buchanan
T: 1-876-569-6392 • E: [email protected]
PROFILE
A results-orientated insurance professional who has gained progressive experience in sales, regional
management and product development.
Key Skills
Researching, developing and launching new products
Managing project coordination; meeting costs, quality and time schedules
Training and presenting new products
Analyzing market data and brands
Delivering risk management strategies and evaluating client risk profiles
Overseeing client portfolios and business retention
Professional Achievements and Awards
NCB Insurance Pinnacle Award – Top Pensions Performer (2016 / 2017)
The Premier Association of Financial Professionals – Million Dollar Round Table Qualifier (2015, 2016, 2017)
NCB Insurance (Region 1) – Highest Protection Annualized Premiums Award (2016)
National Commercial Bank Recognition – Diamond Club Member (2015 / 2016)
NCB Insurance (Quarter Three) – Runner Up Advisor (2015 / 2016)
NCB Insurance (Quarter Three) – Top Omni Educator Producer (2015 / 2016)
NCB Insurance (Quarter Three) – Gold Producer (2015 / 2016)
NCB – Star Performer in Customer Service (2011)
PROFESSIONAL EXPERIENCE
National Commercial Bank Insurance, Jamaica March, 2011 – Present
Product Development Officer (February, 2018 – Present)
Collaborate with SOC’s and business partners across the company to consensus on changes to systems,
business practices and/or product offerings with sound analysis and logic
Interact with and influence multiple business areas, including Underwriting, Executive and Actuarial
Provide competitive pricing and coverage support analysis for inclusion in filings
Works effectively with respective teams to apply contemporary thinking and awareness of current market
environment and regulatory landscape to product design
Manage the project tasks required to build and enhance products, working closely with the PMO team
Monitor the products competitive positioning; ensuring a balance of profitability and market relevance
Partner with Marketing and Sales to ensure products are properly positioned in the marketplace
Administer the operational, compliance and credit risk of product offerings
Comply with laws and regulations relative to rate, rule, and form filings
Acting Regional Manager – Region One (Secondment; June, 2017)
Monitored day-to-day insurance selling activities for over fifteen banking locations
Coached Insurance Advisors to ensure successful closure of business
Collated and reported prospective business in pipeline for Insurance Advisors
Reported monthly figures to senior management
Hosted monthly meetings for the region
2 Latoya Anderson-Buchanan
Latoya Anderson-Buchanan
Insurance Advisor (March, 2011 – February, 2018)
Developed a base of clients by using referrals, occupational, and special-interest groups
Approached potential clients by utilizing mailings and phone solicitation, and making presentations to groups
Determined clients’ particular needs and financial situations by scheduling fact-finding appointments;
determining extent of present coverage and investments; ascertaining long-term goals
Obtained underwriting approval by completing application for coverage
Processed changes in beneficiary and policy loan applications
Delivered risk management strategies that fit client risk profiles
Reported the progress of monthly/quarterly initiatives to stakeholders
Maintain bookkeeping systems, database and records
National Commercial Bank, Jamaica Month, 2007 – March, 2011
Bank Teller (Customer Service Representative)
Provided account services to clients by receiving deposits and loan payments; cashing checks; issuing savings
withdrawals; recording night and mail deposits; and selling cashier’s and traveler’s checks
Recorded clients’ transactions
Answered enquiries and informed clients of new services and product promotions
Opened and closed accounts
Reconciled cash drawer; counting and packaging currency and coins; reconciling loan coupons and other
transactions; and maintaining a supply of cash and currency
Complied with bank operations and security procedures; and protected client information
EDUCATION
University of West Indies, Jamaica (2003 – 2006)
Bachelor of Science Degree – Psychology (Minors; Human Resource Development and Criminology)
The Queens School, Jamaica (1995 – 2002)
Advanced Levels (A’ Levels) – Sociology and English Literature
Caribbean Advanced Proficiency Exam (CAPE) – History, Communication Studies and Caribbean Studies
Caribbean Examinations Council (CXC) Ordinary Levels – English, English Literature, Mathematics, Spanish,
History, Social Studies and Home Management
Professional Development
Ordinary Long Term Insurance Certificate (2011)
REFERENCES
Available upon request