Insurance Management

Ankit Kapoor *****.******@******.***

** * * * * i o r W a y P a r s i p p a n y N J 07054 tel: 973-***-****

EDUCATION: TEMPLE UNIVERSITY, Fox School of Business, Philadelphia, PA

Bachelor of Business Administration, Graduation: December 2010

Major: Risk Management & Insurance Minor: Healthcare Management

ACTIVITIES & AWARDS

Certified Employee Benefits Specialist Exam – GBA 1

Pennsylvania Insurance License for Life, Accident and Health

Gamma Iota Sigma Professional Risk Management, Insurance & Actuarial Science

Fraternity, Fall 2008 - Present

New Member Educator for Sigma Beta Rho Fraternity, Inc. Fall 08 Semester

Vice President of Sigma Beta Rho Fraternity, Inc. Fall 07 – Spring 08

Deans list Spring 2008 Semester

Completion of Pharmacy Technician Certification August 2005

EXPERIENCE:

Financial Integrity Resources Management, Philadelphia, PA June 2010 – December 2010

Benefits Analyst

• Obtained insurance quotes from various insurance companies and analyzed cost

elements of dental, disability, medical, and life insurance proposals and created cost

analysis spread sheets to determine most cost-effective plan depending on client’s

requirements and budget, and presented insurance plan recommendations to clients.

• Attended client employee benefits fairs and workshops to provide insurance plan

communications and consultation to employees regarding their 403(b) and IRA plans

• Conducted RFP research, contacted vendors regarding partnerships on RFPs and

assisted in completion and submission of RFPs

• Generated investment proposals and appraisals using Moringstar, NetxPro360 and

Investment Tracker software for 110 clients and analyzed return in appraisals for

financial review with clients

• Analyzed and tracked performance of stocks in Valueline’s model portfolios to

determine actual market value of portfolios

• Rebalanced equity, fixed income and cash in client’s portfolios that contained an asset

allocation drift to stay within client’s risk tolerance

Northwestern Mutual, Wayne, PA January 2010 – May 2010

Financial Representative

• Contacted prospects and recommended financial advise during appointments

• Completion of Fastrack training course on insurance policies and product illustrations

• Attended weekly meetings on various topics in financial services, such as insurance

and investment policies, and business ethics

Selective Insurance Co. of America, Branchville, NJ Summer 2008

Intern

• Developed a product improvement proposal for improving the Small Leads Program

while working in the Market Plan & Innovations Department

• Managed the monthly creation and delivery of Small Leads for a selected group of

agents

• Performed market research on Green Building’s Insurance and presented findings to

CEO and other company executives

SKILLS & LANGUAGES

• MS Excel, Access, PowerPoint, Word, Outlook

• Hindi - India – Speaking

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