Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Manan Parekh

Vancouver

Summary

Insurance professional with 8+ years of experience across the roles of Client Executive & Placement Broker with demonstrated skills in relationship management & insurance advisory.

Overview

12
12
years of professional experience

Work History

Vice President

Marsh Canada Limited
07.2025 - Current

• As a Placement Specialist within the Global Placements Team, I established and maintained strong relationships with Insurers and Client executives to design tailored insurance programs for diverse Clients.
• Specialized in Financial & Professional lines of business, focusing on Directors & Officers, Errors & Omissions / Professional liability, Crime, Employment Practices liability, Kidnap & Ransom, etc.
• Responsibility involves formulating strategic renewal plans in collaboration with Client Executives, advising clients on optimal coverage and limits and negotiating competitive deals with insurers, enhancing client satisfaction and retention

• Worked on retaining the renewal book of business while also focusing on new & expanded revenue streams


Assistant Vice President

Marsh Canada Limited
11.2022 - 06.2025

Senior Relationship Manager

Marsh India Insurance Brokers Pvt Ltd
04.2017 - 10.2022
  • Review client's risk exposures and provide risk transfer solutions by designing insurance programs for Indian multinational organisations
  • Responsible for book across ‘Casualty, Cyber & Financial lines’ of insurance (E&O, Cyber, D&O, Crime, CGL, EPLI, K&R) with clients representing Technology, Manufacturing, FMCG, Utility, Banks, Chemical & Legal
  • Account management – Worked with clients to develop robust long-term relationships with key decision makers and senior stakeholders
  • Claims resolution- Worked with the Claims Advocacy team to deliver claims advisory under Cyber, E&O, CGL, Crime, Contaminated Product and D&O Insurance policies.
  • Achieved new and expanded business opportunities by cross-selling & leading client/prospect meetings

Senior Analyst

Axis Risk Consultancy Private Ltd
07.2013 - 06.2015
  • Conducted Foreign Corrupt Practices Act (FCPA) review for one of the world’s largest footwear company. Reviewed end-to-end processes of client (Accounts payable, Books and Record, Donation and etc.) to find loopholes and suggest risk remediation techniques. Responsible for standardizing processes across geographies.
  • Conducted Sarbanes-Oxley testing for one of the leading US based conglomerate to check accurate reporting of financial disclosure of client

Education

Post Graduate Diploma in Management - Finance

K.J. Somaiya Institute of Management Studies
Mumbai, India
04-2017

Bachelor's of Commerce - Financial Markets

K.C. College

CFA Level 2 - Finance

CFA Institute

Cleared All Levels of Certified Financial Planner -

Financial Planning Standards Board India (FPSBI)

General Insurance - Level 2 License -

Insurance Council British Columbia

Skills

  • Communication & Interpersonal
  • Negotiation
  • Relationship building
  • Critical thinking
  • Decision-making

Accomplishments

  • Young Leaders Development Program (2020) - A leadership development initiative for a select batch of 29 professionals from Marsh India.
  • Client Retention Champion - Q3 2018
  • Pat on the Back Award - 2018

Timeline

Vice President

Marsh Canada Limited
07.2025 - Current

Assistant Vice President

Marsh Canada Limited
11.2022 - 06.2025

Senior Relationship Manager

Marsh India Insurance Brokers Pvt Ltd
04.2017 - 10.2022

Senior Analyst

Axis Risk Consultancy Private Ltd
07.2013 - 06.2015

Bachelor's of Commerce - Financial Markets

K.C. College

CFA Level 2 - Finance

CFA Institute

Cleared All Levels of Certified Financial Planner -

Financial Planning Standards Board India (FPSBI)

Post Graduate Diploma in Management - Finance

K.J. Somaiya Institute of Management Studies

General Insurance - Level 2 License -

Insurance Council British Columbia
Manan Parekh