Nehal Mehta
** ******** *****, ********, *** *T*.
Cell phone: 647-***-****
E-mail: *********@*****.***
OBJECTIVE: To seek a challenging position where I can utilize my skills & enhance my career objectives.
EDUCATION
Insurance Institute of Canada -Toronto
CIP (Chartered Insurance Professional), completed 2 levels. in Toronto
Accounting and Commerce (B.COM)
Bachelor's Degree
Financial Management (DFM)
Diploma
Franchise Training Institute
Certified Franchise Expert (CFE)
Studied French at College Merici- Quebec
LANGUAGE SKILLS
English, French (Basic)
EMPLOYMENT HISTORY:
Franchise Boss Inc
Founder/ Franchise Business Expert - October 2018 till date
Help individuals achieve the independence and financial rewards associated with business ownership.
Work with each client to find the right franchise or business opportunity for them.
Offering expert advice and assist with Market Research and Due Diligence.
Offering a seamless customer service/experience
Aviva General insurance company of Canada
Accident Benefits specialist - June 2015 to September 2018
Investigate motor vehicle accident injury claims
Determine & interpret policy coverage, adjust financial reserves, and comply with the Ontario Statutory Accident Benefits Schedule (SABS).
Responsible for the investigation, negotiation and resolution of complex claims
Gather information at its earliest stage from the customers, health practitioners, employers, police, plaintiff lawyers, accountants, other insurers, witnesses, etc.
Make decisions by considering all information, consulting resources, and pulling on expertise when required
Prepare written correspondence to claimant regarding claim decision with specific reference to applicable legislation
Provide excellent customer service by focusing on customer demands, communicating in a manner that is simple and easy to understand, and actively handling the claim to closure
Effectively negotiate and settle claims to their conclusion either through settlement meetings, mediation or otherwise.
Actively participate in coaching and training sessions, and collaborate with team members
RBC Insurance Company of Canada
Senior Medical Case Manager/ Travel Claims – Jan 2012 till June 2015
Manage ambulatory care medical files: calling for medical reports, reviewing medical reports, authorizing appropriate investigations and determining next steps in order to complete the management of a file
In depth knowledge of all products under Travel claims including RBC VIC, RBC Visa Credit Cards, THP, Amex policies and credit cards, GWL, Manulife
Develop specific case management plans in accordance with appropriate insurance benefits for clients
Manage assigned claims, recognizing cases based on severity/complexity protocols and following the escalation process for high-risk cases.
Control risk and authorize claim payments within delegated authorities and ensure cost effective claims administration
Demonstrated commitment to taking ownership & accountability of client problems at first point of contact
Provide mentoring and coaching to less experienced claim professionals to increase their expertise and improve benchmark standards
Claims First Response Agent, - Feb 2011- Dec 2011
Opened post trip travel insurance claims such as baggage and flight delays, purchase security on visa credit cards and dental, medical claims upon arrival
Ensured accurate information, travel dates, loss dates and any other important details are obtained
Advised clients of insurance benefits, exclusions and conditions depending on their case
Generated claim forms and set requests for email or mail to clients
Achievements at RBC
RBC Performance Nominee – 4 occasions
Mentored and coached a new class/ ICU batch on the floor for 2 weeks alongside with QSS
Consistent Audit scores of 97 and above with excellent product knowledge
Consistent client compliment scores and very high likelihood to recommend
TECHNICAL SKILLS
Proficient in: Microsoft Word, Power point, Access and Excel, Travel AS400.
Working knowledge of Sage and ACCPAC accounting software, HCAI, Claims software