Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
Generic

Disha Shah

Vancouver,Canada

Summary

Resourceful team player with proven history of reliability and excellent work. Dedicated to quality assurance and maximizing daily progress. With extensive knowledge and experience of 7 years of Indian banking and financial products, as well as additional knowledge of UK Auto claims and US general insurance. 1.5 years of administrative experience in Canadian market has helped me develop strong organizational skills.

Overview

14
14
years of professional experience

Work History

Team Assistant, Security Emergency Services

BC HOUSING
08.2023 - Current
  • Assisted in retrieving and providing video files from video surveillance equipment (CCTV) by copying files to approved encrypted mediums, recording encryption codes for sharing with external stakeholders, preparing draft documentation, and arranging for delivery
  • Updated various databases, spreadsheets, and information systems to track and record costs, distribution lists, contact directories, and inventory of emergency supplies
  • Coordinating user access for the Business Continuity Plan (BCP) program
  • Update BCP resources and support BCP Coordinators with identifying and changing program components
  • Completed Rapid Damage Assessment (RDA) and Coordination of Damage Assessment (CDA) course.

Administrative Assistant-Part-Time

WORLD FINANCIAL GROUP
07.2022 - Current
  • Provided comprehensive executive support to Executive Marketing Director, efficiently managing incoming calls, scheduling appointments and interviews and provided innovative solution for marketing the business
  • Managing the on-board process for recruit in the team with reliability
  • Assistance in the preparation of all networking events and ad-hoc events, and actively engage with all stakeholders
  • Drafted and prepared various correspondences, ensuring accuracy and attention to detail
  • Managed expense reports, accurately recording and tracking expenditures
  • Interacted with third-party vendors and service providers.

Senior Customer Executive

ACCENTURE, (CLIENT: MONACO DEAL)
10.2019 - 12.2021
  • Processed claims on First Notification of Loss, at fault and non-Fault process
  • Coordinated team member coaching and grooming initiatives based on project and operational needs.
  • Implemented effective customer service strategies, resulting in improved customer retention rates.

Senior Process Associate

CROSSDOMAIN SOLUTIONS (CLIENT: ARTHUR J GALLAGHER)
08.2012 - 03.2016
  • Analyzing insurance policies/quotations received and making proposals on property, auto and workers compensation for clients. Collaborated with Third Party Insurance to analyze applications.
  • Updating the quotes received from various Third Parties and updating the same on EPIC tool to generate proposals for customers
  • Procuring historical loss runs of a policy to assist servicers in decision making whether to remarket the policy
  • Trained junior associates in various process-related tasks, ensuring consistent quality across the team.
  • Managed an 8-person team in the satellite center and supported team’s growth

Customer Service Executive

KOTAK SECURITIES
09.2010 - 12.2011
  • Customer Service for Clients (i.e., account related details, account statement) Placing orders on derivatives market, NSE, BSE
  • Conducted in-depth financial research and risk assessments strategies, ensuring clients received well-informed recommendations for their portfolios.

Education

Master of Business Administration -

University of Canada West
Vancouver, British Columbia
06.2023

Bachelors in commerce (Banking and Insurance) -

University of Mumbai
Mumbai, India
04.2010

Skills

  • Administrative Support
  • Insurance Subject Matter Knowledge
  • Claims Processing
  • Project Management
  • Microsoft Office Suite
  • Business Consulting
  • Team Collaboration
  • Communication Skills

Accomplishments

  • Highly proficient in Microsoft Office Suite, including Word, Excel, PowerPoint, and Outlook.
  • Demonstrated ability to prioritize effectively in a fast-paced and dynamic work environment.
  • Strong passion for a career in insurance and risk management, evident through continuous learning and professional development.
  • Excellent verbal and written communication skills, facilitating effective collaboration with clients and colleagues.
  • Interest in pursuing further insurance designations to enhance expertise and industry knowledge.

Languages

English
Full Professional

Timeline

Team Assistant, Security Emergency Services

BC HOUSING
08.2023 - Current

Administrative Assistant-Part-Time

WORLD FINANCIAL GROUP
07.2022 - Current

Senior Customer Executive

ACCENTURE, (CLIENT: MONACO DEAL)
10.2019 - 12.2021

Senior Process Associate

CROSSDOMAIN SOLUTIONS (CLIENT: ARTHUR J GALLAGHER)
08.2012 - 03.2016

Customer Service Executive

KOTAK SECURITIES
09.2010 - 12.2011

Master of Business Administration -

University of Canada West

Bachelors in commerce (Banking and Insurance) -

University of Mumbai
Disha Shah