INTRODUCING: Rebecca Holm
Meet Rebecca! She is an animal lover, foodie and owner of one of our favourite office visitors, Doug the dog. Rebecca helps to review our policies as a Commercial Underwriter in our Commercial Insurance department and shares her career story as part of our Q&A Sessions.
WHAT DOES YOUR DAY-TO-DAY LOOK LIKE?
It varies from day-to-day. In underwriting, we may work on things such as assessing risks, renewals, new business, rating policies, policy wordings, claims decisions… pretty much a bunch of different things throughout the day. It varies so much depending on the day, or the time of year.
WHAT IS SOMETHING THAT PEOPLE WOULD BE SURPRISED TO KNOW ABOUT YOUR ROLE?
There’s a lot more reading involved in my role than you would think. It takes a lot of time and effort to read and understand the wordings thoroughly to ensure the clients have the appropriate coverages they require. There is also a lot of math and calculations involved when rating policies. Some policies are pretty straight forward but others can be challenging, and that’s what’s great, there is always something new every day.
HOW DID YOU START WORKING HERE?
My good friend Morgan Mackenzie, who is one of the Managers in the Service Department, referred me about five years ago. I am really happy that she referred me and that everything worked out!
BIGGEST ACCOMPLISHMENT WHILE WORKING HERE?
Getting my Canadian Accredited Insurance Broker designation was a pretty big one, and I’ll be getting my Chartered Insurance Professional designation this year, so that will also be a great accomplishment too. But I think being able to progress through different roles in the organization has been great as well. To move from Marketing to Service and then to Underwriting has allowed me to not only gain a wide variety of knowledge but also find a department that fits my skill set well. It also allowed me to see how different departments work within our organization, which is super beneficial working with a number of these departments in my current role.
What makes Western Financial Group Insurance Solutions a great COmpany to work for?
We are a younger organization with a great wealth of knowledge. It’s employee-driven with a great community and a ton of amazing opportunities. I think that it is special that Western Financial Group will work with you to find a role that fits within your strengths and abilities, and they are committed to helping you reach your goals.