Geffrey Panattoni
Client Coordinator- Commercial Lines @Navacord
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WORK HISTORY
Client Coordinator- Commercial Lines @Navacord
Calgary, AB, CA
Formerly Lloyd Sadd as Canada\'s largest brokerage in Personal and Commercial lines, group benefits, and pension providers.Supports commercial clients with day to day requests including:providing certificates for proof of insurance or pink cards for vehicles on policyprocessing midterm endorsements and invoicing clients for additional premium amounts and checking over endorsement documents for accuracy assisting Advisor and Client Manager, collecting loss run reports and pre-renewal applications from underwriters and ensuring renewal documents are delivered to clients
EDUCATION
Southern Alberta Institute of Technology (SAIT)
Diploma, Business Administration and Management, General
Insurance Institute of Canada
Chartered Insurance Professional Designation
Mount Royal University
Bachelor of Arts - BA
Southern Alberta Institute of Technology (SAIT)
Financial Services Certificate Of Achievement , Banking and Financial Support Services
ABOUT GEFFREY PANATTONI
Experience in Financial Services and Risk Management
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