Herman Atwal
Calgary
Summary
Transformational leader with expertise in strategic planning and operational efficiency. Proven track record in enhancing customer engagement and vendor management, driving significant improvements in service delivery and cost-effectiveness.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Vice President
Link Insurance Agency
Calgary
10.2025 - Current
- Led strategic initiatives to enhance customer engagement and retention.
- Collaborated with teams to streamline operational processes and improve efficiency.
- Managed vendor relationships to optimize service delivery and cost-effectiveness.
- Conducted analysis to identify trends and opportunities in.
- Facilitated training sessions for staff on new policies and procedures.
- Oversaw compliance with regulatory standards in insurance practices.
- Identified problems and implemented solutions to better streamline operations.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
- Provided oversight of all departments in order to ensure smooth operation of daily activities.
Director of Operations
Sharp Insurance
Calgary
01.2024 - Current
- Streamlined operational processes to enhance efficiency and reduce costs.
- Managed vendor relationships to ensure quality service and timely deliveries.
- Oversaw team performance, providing guidance and support for daily operations.
- Developed training programs for staff to improve skills and knowledge retention.
- Analyzed workflow systems to recommend improvements.
- Coordinated cross-departmental projects to align operational goals with company strategy.
- Ensured compliance with industry regulations and company policies in all operations.
- Managed day-to-day operations of a large staff in multiple departments.
- Resolved customer service issues in a timely manner while maintaining high levels of customer satisfaction.
- Provided leadership and guidance to subordinate managers and supervisors.
- Ensured compliance with applicable laws, regulations, industry standards.
- Conducted performance reviews for direct reports and provided feedback for improvement opportunities.
- Developed and maintained client relationships to grow business and improve account retention.
- Developed training programs for new employees as well as existing staff members.
- Identified areas where process improvements could be made resulting in increased productivity.
- Worked with management team to develop operational goals aligned with business strategy.
Operations Manager
Sharp Insurance
Calgary
07.2021 - 01.2024
- Managed daily operations ensuring compliance with industry regulations.
- Coordinated team schedules to optimize workflow and resource allocation.
- Developed and implemented process improvements for operational efficiency.
Quality Assurance, Business Analyst, Admin Team Le
Sharp Insurance
Calgary
09.2019 - 07.2021
- Analyzed business requirements to identify areas for process improvement.
- Collaborated with stakeholders to gather and document project specifications.
Quality Assurance and Business Analyst
Sharp Insurance
Calgary
04.2019 - 09.2019
- Analyzed existing systems and processes to identify areas of improvement.
- Created detailed quality checks for front line team to promote a quality book of business.
- Analyzed KPIs to ensure quality growth book of business
Customer Relations Manager
Johnson Inc.
Calgary
10.2016 - 04.2019
- Managed customer inquiries through various communication channels effectively.
- Developed and maintained strong relationships with key clients and stakeholders.
- Led team meetings to address customer concerns and improve service delivery.
- Analyzed customer feedback to identify trends and inform management strategies.
Education
Bachelor of Arts - Economics
University of Calgary
Calgary, AB 09.2001 - 04.2006
Skills
- Strategic planning
- Vendor management
- Regulatory compliance
- Operational efficiency
- Data analysis
- Team leadership
- Problem solving
- Effective communication
- Performance management
- Forecasting
- Critical thinking
Certification
- Chartered Insurance Professional (CIP)
Timeline
Vice President
Link Insurance Agency
10.2025 - Current
Director of Operations
Sharp Insurance
01.2024 - Current
Operations Manager
Sharp Insurance
07.2021 - 01.2024
Quality Assurance, Business Analyst, Admin Team Le
Sharp Insurance
09.2019 - 07.2021
Quality Assurance and Business Analyst
Sharp Insurance
04.2019 - 09.2019
Customer Relations Manager
Johnson Inc.
10.2016 - 04.2019
Bachelor of Arts - Economics
University of Calgary
09.2001 - 04.2006