Stacy Ann Ellis BSc, MAT
33 Persimmon Crescent, New Harbour Village 3,
Old Harbour, St. Catherine
Tel # 630-6672 (h) 294-2249 (cell)
E-mail: [email protected]
OBJECTIVE: To be a dynamic professional in the field of management geared towards looking for a new direction and challenges with the intention to use my professional skills and knowledge in a new area which holds possibilities towards self-development and the development of the organization.
PROFESSIONAL EXPERIENCE
CGM Gallagher Insurance Broker (Jamaica) Limited Feb 2018 – Present
Assistant Manager – Property & Casualty Department
• Handles the renewal process of various portfolios to ensure timeliness and adherence to the Company’s Standard Operating Procedures, objectives, deadlines, as well as the efficient completion of all transactions and processes associated with renewals.
• Contributes toward sales, marketing and new business development as well as retention of a renewal portfolio.
• Assess and pursues opportunities for organic growth in assigned portfolio
• Handles concerns and queries and resolve complaints from clients, providing advice, addressing issues, consulting/negotiating with insurers where necessary to ensure proper resolution of problems.
• Ensures the effective collection of premiums for portfolio of accounts following-up outstanding premiums where necessary and liaising with the Finance Department to bring matters to proper closure.
• Adheres to procedures, practices and systems, and implement changes as required in consultation with the Manager and Managing Director where necessary.
• Maintains strategic relationships in the marketplace through networking
The Insurance Company of the West Indies Ltd, Kingston 2006 – Jan 2018
Assistant Branch Manager (Trainee Manager)
• Supervise the staff at the Branch.
• Conduct and review appraisal of Staff Performance.
• Prepare and submit Reports on a monthly basis
• Monitor and control Marketing Agents
• Assess the need for on the job training of personnel and develop programs to
achieve same.
• Review, assess or decline risks and decide on rating for renewals and
New Business.
• Review accounts with Accidents/Losses and decide on terms and conditions.
• Conducting monthly visits to assigned Brokers and Agents
• Attend Branch Managers’ meetings and other functions.
• Advise clients on matters relating to settlement of claims.
• Approve claims reserves and payments and ensures their timely settlement and
disbursement.
• Signing & Authorising of insurance documents (e.g. Policies, Endorsements
and Certificates
• Manage the overall administration of the Branch.
Broker Service Representative
• Processing of new business and renewal transactions for Corporate Accounts,
Schemes & Personal Lines Accounts.
• Preparing renewal notices for broker clients
• Preparing broker slips & schedules for motor, property and liability policies
• Negotiating and confirming motor and property rates & quotations
• Conducting monthly visits to assigned brokers
• Preparing monthly & quarterly broker marketing production reports
• Supervising assigned branch locations on specific Saturdays.
• Signing & Authorising of insurance documents.
Marathon Insurance Brokers Ltd, Kingston 2003 – 2006
Customer Service Supervisor
• Recruit, supervise and train a group of eight Customer Service Representatives
• Manage the daily operations of the customer service department
• Auditing of the Visions Program to ensure accuracy
• Implementing strategies resulting in increase clientele and customer satisfaction
• Creating a centralized system in order to monitor the branches
Solid Life & General Insurance Brokers Ltd, Kingston 2000 – 2003
Senior Accounting Clerk/ Customer Service Representative
• Preparing accounts receivable & payables monthly remittances
• Bank Reconciliations
• Preparing payroll for the Life Agents
• Auditing the use of the TAM Program by the branches
Stacy Ann Ellis BSc, MAT
33 Persimmon Crescent, New Harbour Village 3,
Old Harbour, St. Catherine
Tel # 630-6672 (h) 294-2249 (cell)
E-mail: [email protected]
Mutual Security Insurance Brokers Ltd, Kingston 1998 – 1999
Claims Representative
• Processing new and existing motor claims
• Negotiating settlement of own damage claims
• Processing and negotiating recoveries from third parties insurers
Robertson & Company, Kingston July – December 1996
Legal Assistant
• Preparing and filing of legal documents for court proceedings
• Schedule and monitor appointments and daily calendar of events
PART TIME LECTURER (2013-2014)
• College of Insurance & Professional Studies – Contract Law & Legal Principles
• Northern Caribbean University – Organizational Behaviour
• Heart Trust – Garmex Academy – Call Centre Operations
EDUCATION
* The Mico University College
Master of Arts in Teaching Programme
*Northern Caribbean University
B.Sc. Management Studies, Emphasis: Human Resource Management & Marketing
GPA 3.21
CERTIFICATION
• The Jamaica Insurance Diploma (Merit)
• Certificate in Introduction to Insurance (Merit)
• Certificate in Motor Insurance (Merit)
• Certificate in Property Insurance
• Certificate in Computer Appreciation
• Certificate in Touch Typing
Stacy Ann Ellis BSc, MAT
33 Persimmon Crescent, New Harbour Village 3,
Old Harbour, St. Catherine
Tel # 630-6672 (h) 294-2249 (cell)
E-mail: [email protected]
TRAINING PROGRAMS
• Certificate in The Visions Training Program (Marathon)
• Money Laundering (ICWI)
• Middle Managers’ Development Programme (2016)
• Managing Conflict in the Workplace & Our Lives Training Programme (2016)
• Licensed Insurance Sales Representative in Motor, Property & Liability
SKILLS
Working knowledge of Microsoft Word, Microsoft Excel, Microsoft Power Point Presentation
& Microsoft Access
AWARDS & ACHIEVEMENTS
• Presidents Award in The Agency Manager Visions Series(Marathon Ins. Brokers)
• GAIC Award (College of Insurance & Professional Studies)
• NCUAANA Scholarship (Northern Caribbean University)
COMMUNITY & LEADERSHIP
Assistant Secretary – Lyndhurst Methodist Scout Group Welfare & Planning Committee
2010 – 2013
Public Relations Officer – Norman Manley High School 2012 – 2014
REFERENCES – Available upon request