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Underwriting Assistant

Toronto, ON, M3C 3A4, Canada
May 11, 2020

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GARIMA BHASIN +1-647-***-**** 1510, 20 Edgecliff Golfway, North York, Toronto, ON – M3C 3A4 PROFESSIONAL PROFILE

Results-oriented professional with extensive experience in insurance industry, underwriting operations and system process efficiency. Highly focused on deriving results through teamwork, attention to detail, thorough analysis and implementing efficiencies. I am skilled in underwriting operations, currently pursuing CIP designation with a Master of Business Administration (MBA) specializing in Finance and Bachelor degree specializing in economics, statistics and business management.


• Analytical Skills • Research Oriented • Detail Oriented • Process Improvement

• Strong communicator • Risk Management • Microsoft Office • Microsoft Excel

• Organization skills • Management skills • Problem-solving • Decision-making WORK HISTORY

Senior Analyst- Underwriting, AXA XL, India April 2019 – January 2020

• Responsible for preparing and reviewing policy submissions, binding quotes, issuing new and renewal policies, endorsements, generating binders, certificates, cancellations and maintaining up-to-date logs on all issued policies and upcoming renewals using Microsoft Word, and Excel

• Developed strong working relationships with underwriters in Policy administration

• Handled high volumes of policies while adhering to quality and timeliness standards

• Worked towards continuous improvement and process refinement

• Slashed the processing time by 60% for each endorsement by developing a new processing idea and was honored with ‘Kaizen Award’

• Received ‘Pat on the Back’ award thrice for outstanding performance during the tenure Analyst- Underwriting, AXA XL, India July 2016 – March 2019

• Evaluated and prepared loss run reports, Data Quality reports, high-premium, ageing policies and claim reports on a monthly or quarterly basis for property & casualty and international financial lines with adherence to all service standards

• Received ‘Impact Challenge – Impress Customers Award’ for a tax calculation idea which reduced the processing time for each endorsement

• Handled high volume of complex policy underwriting duties in a timely and accurate fashion with zero errors and thus received ‘I Appreciate Award’ twice for exceeding duties assigned and increasing efficiencies of team members

• ‘Thank You Award’ was presented for taking up additional responsibilities during renewal peak

• Interacted with brokers on a regular basis regarding policy queries and documents

• Worked on various systems like Genius and CDI

Assistant Manager, Axis Bank Ltd, India July 2014 – July 2016

• Played a crucial part in setting up a new retail banking branch by setting up operations, working on audits, streamlining the processes, bringing in new business and sustaining profitable business

• Assisted customers with their needs of bank accounts, mortgages, line of credit, life insurance, auto insurance, mutual funds, currency services, saving and retirement plans and thus brought and sustained profitable business to the bank and maintained excellent client relationship

• Managed a portfolio of high value accounts, cash management, tallied the proceeds, processed remittances and processed requests within TAT

• Leaded operations of a project on government land allotment scheme which involved high value accounts and high inflow of money to the bank

• Received 'Super Connector' award for contacting maximum number of clients and completing service requests and maintaining excellent client relationship

• Preparing reports on a regular basis electronically, in addition to the manual filing and archiving EDUCATION

Master of Business Administration (Finance), Banasthali University – India 2012-2014 Bachelor of Arts (Economics, Statistics and Management), Banasthali University – India 2009-2012 CERTIFICATES & LICENSES

Chartered Insurance Professional - Insurance Institute of Canada 2020-2022 Certificate in Anchoring and Radio Jockeying – Banasthali University 2011-2012 Student Pilot License (On Scholarship) – Banasthali Gliding & Flying Club 2009 VOLUNTEER ACTIVITIES

The Earth Saviours Foundation, India 2018-2020

National Entrepreneurship Network, India 2012-2014 National Service Scheme, India 2010-2012

Banasthali Informal Education Camp, India 2010-2011 References Available Upon Request

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