adjlij@r.postjobfree.com - 647-***-**** *

Shilpa Choudhary

adjlij@r.postjobfree.com Mississauga, ON, Canada 647-***-**** Summary

With more than 10 years' experience with 8 years in financial services, Operations, Client Relationship Management (CRM), and 4 years in Insurance, I am looking to apply for the position of Underwriter in your company. I am known and recognized for working collaboratively across all levels, with comprehensive knowledge of insurance and dedicated to enhancing underwriting operations with an analytical and disciplined approach.

Professional Qualifications

● Completed 6 courses of CIP and enrolled in 7th course

● Other then Life (OTL) 2017

● Investment Funds in Canada (IFC) -- Canadian Securities Institute-CSI 2015

● Office Admin, Customer Service Co-op 2014

● Financial Accounting Fundamentals 2014

Education

● M.B.A(Finance) YCMOU, Mumbai, India 2006

● M. A (Economics) Mumbai University, Mumbai, India 1994 Professional Achievements

• Achieved and maintained underwriting level 2 (from 2018) by performing risk analysis and demonstrating consistent high-quality underwriting.

• Multiple quarterly team achievements for sales and service performance

• Selected for Peer coaching for life referrals

• Selected for mentorship and coaching for new auto and property advisors. Core Competencies

Detail oriented Strong communication/Interpersonal skills Strong Analytical skills Policy development

Risk assessment Time management

Customer service Property/Auto insurance advisor

Result oriented Salesforce knowledge

MS office Policy Mgmt Systems – Guidewire

adjlij@r.postjobfree.com - 647-***-**** 2

Professional Work Experience

RBC Insurance Oct 2017-till date

Licensed Insurance Advisor

● Complete personalized insurance need and risk assessments by leveraging tools, resources, and calculators

● Sound working knowledge of all Personal Lines products, like Auto and Property, including non- standard personal lines- motorcycle, other recreational vehicle insurance, watercrafts, modular homes.

● Performing front-line underwriting of Home and Auto policies by applying product knowledge, personal judgement to make underwriting decisions for clients

● Responsible for servicing clients for product inquiries, policy changes like preparing and processing the renewals and endorsements, policy information, and compliance

● Follow procedures for ensuring underwriting standards for managing regulatory risk, rating and system guidelines when writing and updating new and repeat business.

● Ensuring a positive client experience by understanding and meeting client needs quickly, professionally and accurately

● Interact with prospective client’s insurance company and brokers for information

● Consistently achieving and surpassing compliance requirements

● Managing client information like records in Sales Force for completeness of policy data Freedom 55 Financial May 2017-Oct 2017

Financial Security Advisor/ Investment Representative

● Conducting in-depth reviews of clients' financial circumstances, current provision and future aims

● Analysing information and preparing plans best suited to individual clients' requirements

● Completing risk analyses and underwriting policies

● Researching the marketplace and providing clients with information on new and existing products and services

● Designing financial strategies using a variety of insurance and investment products

● Reviewing and responding to clients changing needs and financial circumstances

● Liaising with head office and financial services providers

● Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and the advised products

MSCA—Mindful Study of Creative Art June 2014-May 2018 http://www.msclearning.ca

Entrepreneur

● Managed a small business for imparting hands-on training and instructions in art, and applied arts

● Maintain a service schedule and effectively execute pre-assigned tasks throughout workday

● Carried out advertising and personal tele marketing campaign for new business resulting in 50% more enrollment

India Rainbow Community Services, Mississauga, ON Feb 2013 - Jan 2014 Member Service Administrator/Settlement Consultant (Volunteer)

● Administrative assistance to the manager in office duties including answering client queries (walk-in as well as calls), managing email accounts and other office communication and administration

● Consulted with new immigrants, administrators and community agencies

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