Broker Resume

Qualifications

• All agents and most service representatives are Life, Accident and Sickness licensed.
• Licensed support staff must maintain continuing education credits to maintain license in good standing and ensure we are up to date on all industry issues.

Group Insurance Experience

• GMS has been a broker since the 1980’s with each agent ranging in experience from 4 to 25+ years.
• Client base ranges from very small to large companies with multiple divisions and locations, spanning all industries: Automotive, financial, technological, manufacturing, transportation, non-profit, associations.

Clients Serviced

• We manage over $21 million of annual premium for over 500 corporate and individual clients.
• Our service area ranges from London in the West to Kawartha in the East and from Lake Ontario North to Halliburton.

How is GMS Insurance Differentiated?

• Our Internal Quality Control System sets standards of practice regarding turn around times, relationships, on-going education, employee reviews.
• We operate under standardized guidelines for processes.
• Our well educated service associates always available.
• With the client as our priority, we provide service and consultation vs. forwarding information from insurance company to the client.
• Multiple representatives with wide spectrum of specialties allow us to deal with a wide variety of insurance and investments products and providers.

How is Consistency Assured?

• With the use of advanced technical resources.
• The Citrix system network allows us to access our system remotely.
• Our GoldMine Contact Management System:
  
  • Allows us to schedule follow ups. Ex. Advising the insurance carrier of changes to a union agreement,
  • Prompts us to act on scheduled activities in a timely manner,
  • Provides other GMS team members with access to your history and relevant files to provide assistance should your primary contact be unavailable.
• We have developed standardized processes & reports.
• We hold monthly staff meetings to share ideas and learn about market changes.

What type of reports will be provided and when?

• You will be provided with claims experience reports at a frequency determined by you and your broker.
• A full renewal report will be provided and reviewed with your broker prior to the renewal date.
• The privacy of your employees is essential so we will provide detailed experience reports only to the extent that we can ensure no one employee will be identifiable.
• Claims reports will detail the types of services being claimed so as to help identify patterns that may be addressed through a wellness program.

Added Value Services

• Private Health Services Program (aka Cost Plus)
• Group Retirement Plan
• Financial Check-Up
• Lunch ‘n’ Learn Sessions & Employee Meetings
• GMS Financial Services

Professional Code of Ethics (Conduct)

• We are bound by codes of conduct for each insurance and investment firm we contract with.
• We are bound by a duty of care as outlined in the Insurance Act.
• GMS has our own internal code of conduct.

Privacy & Confidentiality

• Our systems are secure with firewall protection and password requirements.
• All files are locked and only accessible to bonded agents and are maintained in accordance with PIPEDA. As such, confidential material that is no longer required for a matter at hand is destroyed
• View our Privacy Policy on-line.