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 Columbia06.2023
Bachelors in commerce (Banking and Insurance) -
University of Mumbai
Mumbai, India04.2010
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
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