Summary
Overview
Work History
Education
Skills
Timeline
Generic

Bisma Bhamani

Mississauga

Summary

Detail-oriented insurance professional with 6+ years of experience supporting underwriting and financial operations across commercial and personal insurance lines. Adept at processing endorsements, managing shared inboxes, preparing documentation, and delivering high-quality administrative support to underwriting teams. Known for strong communication, time management, and customer service in deadline-driven environments. Seeking to contribute these skills in a hybrid role at Echelon Insurance.

Overview

10
10
years of professional experience

Work History

Underwriting Assistant

Westmount Guarantee Services Inc.
09.2022 - Current
  • Process and issue insurance bonds, riders, and policies in compliance with underwriting guidelines.
  • Review financial documentation for red flags, escalating concerns to senior underwriters.
  • Manage shared underwriting inbox, triaging broker/client requests and forwarding urgent inquiries for prompt resolution.
  • Track and update cost consultant reports, identifying discrepancies in construction budgets or timelines.
  • Provide administrative support for underwriting workflow, including document prep, scanning, and recordkeeping.
  • Communicate with clients and solicitors to clarify information, resolve documentation issues, and ensure timely policy delivery.

Enrolment Coordinator - Licensing & Underwriting

Tarion Warranty Corporation
11.2019 - 02.2022
  • Processed builder enrollments, fee payments, and cash security documentation with high accuracy.
  • Maintained internal reports to track pending enrollments, expiring registrations, and outstanding fees.
  • Verified financial and registration documents to ensure regulatory compliance prior to underwriting approvals.
  • Responded to inquiries from builders and internal departments, resolving application and document issues.
  • Collaborated with Underwriting and Finance teams to support file review and reporting processes.

Underwriting Analyst (Short-Term Assign.)

Tarion Warranty Corporation
12.2020 - 06.2021
  • Analyzed builder financials and credit profiles to assess eligibility for warranty coverage and define risk terms.
  • Reviewed audited financial statements, working capital calculations, and debt ratios for compliance.
  • Collaborated with internal stakeholders to monitor adherence to financial conditions and escalate deviations.
  • Delivered exceptional client service while balancing regulatory guidelines and risk management priorities.

Underwriting Assistant, System Conversion

Intact Insurance
11.2018 - 11.2019
  • Processed rewrite transactions and policy changes on DOS-based system (Halcion) within authority limits.
  • Entered and updated client policy data during system transition, ensuring information accuracy and completeness.
  • Assisted with user testing and validation of policy data during corporate system migration.
  • Supported Corporate Underwriting team with ad-hoc administrative and tracking tasks during system cutover.

Data Entry Clerk (Contract)

Castle Group Developments
11.2017 - 10.2018
  • Processed and reconciled construction supplier invoices; maintained accurate data records and prepared cheque payments.
  • Ensured financial documentation accuracy through continuous review and error correction.

Customer Service Representative – Retail Banking

TD Canada Trust
11.2015 - 04.2017
  • Delivered high-level service to clients in-person and via phone, resolving account and transaction issues efficiently.
  • Processed deposits, bill payments, and managed inquiries with professionalism and discretion.

Customer Service & Grocery Team Member

Whole Foods Market
02.2015 - 11.2015
  • Supported customer service team with in-store product knowledge and checkout support.
  • Ensured product rotation, inventory accuracy, and compliance with food prep procedures.

Education

Diploma - Hospitality Management

Centennial College
Toronto
08-2016

Skills

  • Commercial Auto & Surety Underwriting Support
  • Endorsement & Policy Processing
  • Shared Inbox & Mail Management
  • Workflow & Document Control
  • Customer Service & Broker Communication
  • Microsoft Office (Excel, Outlook, Word)
  • Strong Time Management & Attention to Detail

Timeline

Underwriting Assistant

Westmount Guarantee Services Inc.
09.2022 - Current

Underwriting Analyst (Short-Term Assign.)

Tarion Warranty Corporation
12.2020 - 06.2021

Enrolment Coordinator - Licensing & Underwriting

Tarion Warranty Corporation
11.2019 - 02.2022

Underwriting Assistant, System Conversion

Intact Insurance
11.2018 - 11.2019

Data Entry Clerk (Contract)

Castle Group Developments
11.2017 - 10.2018

Customer Service Representative – Retail Banking

TD Canada Trust
11.2015 - 04.2017

Customer Service & Grocery Team Member

Whole Foods Market
02.2015 - 11.2015

Diploma - Hospitality Management

Centennial College

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Bisma Bhamani