Duo Ma, PMP

Curates articles on the Future of Marketing Institute, the largest digital publication on marketing, with over 51,000+ readers, 11,000+ followers, and 1.4 million pages read. Maintains and updates the FMI’s Flipboard publication and social media sites.

• Executed insurance certificates, auto liability slips, binders, statements of values and proposals; processed client documents within strict timelines, ensuring all processes were aligned with established service standards • Set up clients and prospects into the brokerage management system Epic; managed Certificate Exchange Loading Policy by underwriting information into Epic • Maintained and updated summary of insurance as policy changes occurred; ensured information was accurate and up to date upon renewals to minimize potential risks • Answer phones and emails for additional inquiries in a timely manner to establish strengthened relationships • Analyzed, investigated and resolved process exceptions, out-of-balance variance situations and other operational finance incidents • Guided new hires through recruitment processes, providing solid advice to achieve workplace success by mentoring employees • Led insurance renewal project for a program of 5,400 members across Canada with a $13 million premium, achieving praise for established leadership skills

• Direct and Agency bill policy review and invoicing • Action registered letters of non-payment and non-renewal • New Business Processing on Carrier Portals • Renewal, reissue, endorsements, cancellations, reinstatements and New business reconciliation • Monthly Data clean-up and Weekly Expiry reports, eDoc check and Pastdue Reports, renewal releases and boat policies • Maintaining follow-up on activities • Prepare all letters and appropriate documents that relate to the above, as well as mail documents • Maintain Shared inbox for Digital products, new business applications and manual invoicing carriers • Work with the finance department and personal lines department to review and correct commission differences

• Proactively and creatively offer solutions using a diverse selection of MPI while achieving performance targets • Process a wide variety of auto insurance transactions including renewals, new plates, transfers, cancellations and more • Develop new business by cross-selling and making referrals to Personal Commercial Line