ANUPAM ANGL
Waterloo,ON
Summary
Experienced financial professional with a strong passion for delivering exceptional customer service and personalized financial solutions. Over six years of experience in client-focused roles within the insurance and financial services industry, with a proven track record of fostering long-term relationships.
Overview
10
10
years of professional experience
1
1
Certification
Work History
ASSOCIATE CLAIMS ADVISOR
Gore Mutual Insurance
08.2024 - 02.2025
- Pro-actively Managed a High-Volume Portfolio: Managed over 25 claims per week, demonstrating the ability to handle a significant caseload efficiently—skills directly transferable to managing a portfolio of 400–600 households.
- Delivered Exceptional Customer Experiences: Engaged with over 100 stakeholders weekly, maintaining professionalism and empathy to build trust and long-term relationships.
ASSOCIATE UNDERWRITER
CNA Insurance
07.2022 - 04.2023
- Problem Solving: Analyzed 200 accounts over three quarters using Salesforce and other market research tools, showcasing my ability to evaluate data insights to identify and address financial opportunities.
- Crafted Client-Centric Financial Solutions: Tailored solutions by assessing risk exposures, identifying growth opportunities, creating action plans and onboarding new clients with a turnaround of 5 business days.
UNDERWRITING SUPPORT REPRESENTATIVE
CNA Insurance
07.2021 - 07.2022
- Streamlined Processes for greater efficiency: Led the development of an onboarding manual, improving team productivity by 25%—demonstrating my ability to take initiative and drive for continuous improvement.
- Anticipated and Mitigated Challenges: Pioneered pre-renewal examination of accounts 90 days ahead of deadlines, reflecting proactive risk management and forward-thinking.
CLAIMS REPRESENTATIVE
Economical Insurance
05.2018 - 03.2021
- Optimized Financial Operations: Coordinated expense control plans, achieving $350,000 in cost savings, showcasing your ability to make smart risk decisions and protect financial assets.
- Proactive Relationship Management: Managed 40 inquiry calls daily, resolving complaints and prioritizing client needs with empathy and professionalism, fostering trust and long-term engagement—essential for proactive outreach to Owners.
INSURANCE ADVISOR
TD Insurance
04.2016 - 07.2017
- Exceeded Sales Goals with Personalized Solutions : Recommended tailored products on 150 sales calls weekly, demonstrating your ability to grow relationships and meet financial objectives.
- Financial Coaching Expertise : Conducted daily needs assessments for new clients, providing personalized insurance quotes, mirroring the holistic conversations required to understand Owners' goals.
Insurance Advisor
Combined Insurance
04.2015 - 12.2015
- Revenue Generation through Strategic Networking : Generated over $10,000 in revenue by identifying potential clients through outreach efforts and lead generation.
- Effective Brand Promotion : Created awareness through social media, networking, referrals and events, demonstrating an inclusive mindset for fostering connections that drive business success.
Education
POSTGRADUATE CERTIFICATE - Wireless Telecommunications
Humber College
Toronto, ON05.2011
BACHELOR OF ENGINEERING - Electronics and Communication
Maharishi Dayanand University
Rohtak, India08.2010
Skills
- Portfolio management
- Relationship building
- Teamwork
- Customer Service
- Sales proficiency
- Transaction processing
- Active listening
- MS office
- Regulatory compliance
- Client assessment
Certification
- GOOGLE PROJECT MANAGEMENT, 04/01/24
- RISK MANAGEMENT, 07/01/21
- CHARTERED INSURANCE PROFESSIONAL, 07/01/20
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Limited Working
Timeline
ASSOCIATE CLAIMS ADVISOR
Gore Mutual Insurance
08.2024 - 02.2025
ASSOCIATE UNDERWRITER
CNA Insurance
07.2022 - 04.2023
UNDERWRITING SUPPORT REPRESENTATIVE
CNA Insurance
07.2021 - 07.2022
CLAIMS REPRESENTATIVE
Economical Insurance
05.2018 - 03.2021
INSURANCE ADVISOR
TD Insurance
04.2016 - 07.2017
Insurance Advisor
Combined Insurance
04.2015 - 12.2015
POSTGRADUATE CERTIFICATE - Wireless Telecommunications
Humber College
BACHELOR OF ENGINEERING - Electronics and Communication
Maharishi Dayanand University
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