Photo

Latoya Anderson-Buchanan Financial Services Representative

Kingston, Jamaica

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

Education

2003-2006 Bachelor of Science Degree at University of the West Indies

Experience

2007-2018 Financial Services Representative at National Commercial Bank