Hasan Syed
Markham,Ontario
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Results-driven professional provides Producers/Risk Consultants/Brokers with tailored solutions to meet needs for their client's insurance accounts. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and client service skills.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Commercial Insurance Account Manager
Broker’s Trust Insurance Group
06.2023 - 12.2023
- Keep up with correspondence with underwriters and clients regarding accounts undergoing renewals, endorsement changes, extensions, property/vehicle additions and/or deletions to make sure any addition premium gets billed in a timely, accurate manner and keep up with professional mandates
- Prior to a renewal program, consult with clients regarding what their renewal expectations they may have, procure a record to summarize premiums and policy limits expected in a renewal strategy document
- Quote/Policy Comparisons; Upon binding and quoting individual lines of coverage, certain policies, and whole insurance programs; review quotes against renewal expectations and against the bound quotes to identify any irregularities or differences regarding term discussed or binding agreements and make sure documents are 100% ready to remit to the client
- Conducted annual reviews of existing policies to update information.Educated clients on insurance policies and procedures.
- Policy and Endsoremnt Transmittals; quickly highlight renewal dates, premiums, limits and deductibles for insurance renewal programs
- Keep up with Applied Epic activities (RENC, PCHC, FINA, QCOV, INFO, ETC) working on the activities as time passes and make sure they are successfully abeyance and completed in a timely manner
- Remit and obtain premium finance information from lenders (creditsone, first financial llp) for large sums of premium that cannot be paid in as one payment; procuring premium finance contracts
- Request and often times create myself COIs and Liability slips for certain projects and additions of risk
- Help Producers/Brokers obtain loss runs and other underwriting information such as renewal apps, renewal surveys, AUTO+, MVRs, BVSs, etc, to continue coverage
- Organize meetings with client and account execs to discuss renewal terms and any further mid term policy changes
- Admin work – schedule follow ups with clients for client executives to organize meetings, underwriting material, insurance application forms, SOV limits, etc
Client Representative/ Client Relations Analyst
Marsh McLennon
01.2022 - 02.2023
- Keep up with correspondence with underwriters and clients regarding accounts undergoing renewals, endorsement changes, extensions, property/vehicle additions or deletions to make sure any addition premium gets billed in a timely, accurate manner and keep up with professional mandates
- PDCS, keep up with correspondence with underwriters regarding accounts undergoing renewals, new business inquiries, or a re-marketing process to make sure the client’s risk insurers or markets approached, markets
- SOI, upon renewal of an insurance program, procuring a summary document that holds the important information such as renewal dates, premiums, policy limits, policy deductibles, additional endorsements, important exclusions and any other special provision our client’s insurance program would contain for any of their policies
- Prior to a renewal program, consult with clients regarding what their renewal expectations they may have, procure a record to summarize premiums and policy limits expected in a renewal strategy document
- AR reports, request weekly accounts receivable reports form finance center and summarize accounts in receivable for 60 +, 90 + and, 120 + days overdue
- Procure a summary document summarizing those accounts utilizing excel and word for Client executives to keep track of
- Quote/Policy Comparisons; Upon binding and quoting individual lines of coverage, certain policies, and whole insurance programs; review quotes against renewal expectations and against the bound quotes to identify any irregularities or differences regarding term discussed or binding agreements and make sure documents are 100% ready to remit to the client
- Policy Transmittals; quickly highlight renewal dates, premiums, limits and deductibles for insurance renewal programs
- Manage Bayshore’s property program; tasks include keeping a close relationship with the client contact to determine and new additions or deletions to the account’s insured properties, issue certificates of insurance for new additions, relay information to underwriters or insurers to make sure we have properties insured for the correct change dates as well as specified limits are included, organize property additions or deletions in a SOV (statement of value) chart, invoice any additional AP or RP
- Admin work – schedule follow ups with clients for client executives to organize meetings, underwriting material, insurance application forms, SOV limits, etc
- Admin work – schedule follow ups with insurer underwriters for client executives to organize meetings, underwriting material, insurance application forms, SOV limits, etc
Licensed Insurance Advisor Home and Auto
Royal Bank of Canada
07.2018 - 12.2020
- Extensive analytical skills developed and perfected to scan to allow business within out risk tolerance, and underwriting and qualifying the risk to mitigate and eliminate as much unwanted risk as possible
- Strong PC skills with Programs such as Guide Wire, WDE, Invoice Center, and Legacy Viewer
- Provide front-line underwriting for automobile and property policies
- Advise and quote customers on the most appropriate product for their needs and acts as a single point of contact for customers in servicing their automobile and property policies
- Apply critical thinking during client interactions in order to identify and analyze acceptable and unacceptable risks
- Exhibit a consistent, positive client experience with every conversation and resolve client concerns at the point of first-call, demonstrating the ability to connect through discussion and escalate as necessary
- Use procedures effectively and seamlessly during calls
- Perform front-line underwriting of Home and Auto policies
- Complete personalized needs assessments and reviews by leveraging tools, resources, and calculators to demonstrate value and support advice recommendations
Education
Business And Technology Management - IT Management
Ryerson University
Toronto, ON01.2021
High School
08.2015
Skills
- Delivering legendary customer service
- Excellent written and oral communication
- Policy analysis proficiency
- Data interpretation
- Analytical , detailed oriented focus
- Insurance product knowledge
- Focus on Underwriting guidelines
- Problem-solving aptitude
- Effective communication
- Organizational abilities
- Operational excellence
- Collaborative outlook
Certification
- Financial Services Commission of Ontario, 07/2019, CIP – C11: Principles and Practice of Insurance, Other then life (OTL) Property and Casualty, Registered Insurance Brokers of Ontario (RIBO)
- Insurance Institute of Ontario, 07/2019, actively perusing further CIP levels
Additional Information
Helped renew a $50,000 premium policy even tho the policy had gone well past the renewal date. Did not stop trying to contact underwriter from Liberty International Insurance in London. Backdated bind and renewed with favorable rate increase.
Timeline
Commercial Insurance Account Manager
Broker’s Trust Insurance Group
06.2023 - 12.2023
Client Representative/ Client Relations Analyst
Marsh McLennon
01.2022 - 02.2023
Licensed Insurance Advisor Home and Auto
Royal Bank of Canada
07.2018 - 12.2020
Business And Technology Management - IT Management
Ryerson University
High School
- Financial Services Commission of Ontario, 07/2019, CIP – C11: Principles and Practice of Insurance, Other then life (OTL) Property and Casualty, Registered Insurance Brokers of Ontario (RIBO)
- Insurance Institute of Ontario, 07/2019, actively perusing further CIP levels
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