Love the staff! There is not a better group of people anywhere! It is fun to come to work when you really enjoy and respect your colleagues. It is amazing to work with such talented, smart, caring and dedicated people.
I love how our job in NBD is always evolving as this industry evolves. I enjoy the feedback and training from our Partners. I really enjoy hearing about our new sold groups (especially when I have booked the appointment!)!
I used to work for a relationship company (plus worked for 22 years in Special Education) so I give great love and relationship advice! Whether I am advising in education, relationships or employee benefits, it’s always an adventure.
I review data received from partners to ensure all information required to quote has been included. I prepare employee data in Excel workbooks for the underwriters to use and log all new requests to quote.
I started in the Underwriting department as a Technical Assistant on the Renewal Team. I progressed through the Renewal Team and eventually became the Team Lead. I was then able to progress further to become the Manager of Underwriting after 4 years at GroupHEALTH. I always enjoyed the business process and IT side of the organization and was lucky enough to get the opportunity to join the Operations team as an Operations Analyst.
As a Senior Financial Accountant, I produce monthly financial statements, prepare quarterly forecasts and annual budgets for our entity GroupSource. I am also the Team Lead of the Accounts Payable Team.
I started in Office Admin. and moved into the Finance Department after about a year. I have worked my way from Accounts Payable (AP) Clerk to Sr. Financial Accountant and AP Team Lead while getting my Accounting Diploma part-time. Currently, I am working towards my CPA (Chartered Professional Accountant) designation.
Risk Analysis, Pricing, ensuring we put the right risk on our books of business at appropriate pricing while balancing sales and profitability. I also lead the team by assigning tasks based on workflow and skill set to meet SLA and satisfy partners needs, I also train and mentor the team members, etc.