Summary
Overview
Work History
Education
Skills
Timeline
Generic

MEGHA PATEL

Kitchener,Canada

Summary

Dedicated employee known for punctuality, pursuing employment options where good customer service and positive attitude will make a difference.

Overview

7
7
years of professional experience

Work History

Underwriting Support Clerk

Intact Public Entities
Cambridge, Canada
10.2023 - Current
  • Issuing policy documents and preparing control sheets for upcoming renewals, while maintaining high accuracy within department service standards.
  • Providing short-term, long-term, and endorsement certificates to brokers upon request.
  • Assisting underwriters in obtaining necessary underwriting information from the systems.
  • Provided training to new employees on how to use internal systems for customer service activities.
  • Supporting the team by assisting with requests and other administrative duties.
  • Reviewed applications for completeness and accuracy of information.
  • Participated in training sessions related to products, services, and processes.
  • Responded promptly to inquiries from internal departments regarding underwriting matters.
  • Coordinated support to facilitate general office operations.
  • Processing and mailing documents, including new business, renewals, requests for proposals, quote proposals, reports, endorsements, and premium breakdowns, and assigning them to designated individuals.
  • Worked on policies like liability, property, non-owned auto, Errors and omissions, directors and officers, workplace disruption, accident benefits, etc.
  • Handled policies for specialty line businesses.

Claims Examiner

Allianz Global Assistance
Cambridge, Canada
02.2023 - 09.2023
  • Handled and processed a variety of travel-related medical claims.
  • Reviewed, evaluated, and adjusted claims to promote fair and prompt settlement.
  • Paid and processed claims within the designated authority level.
  • Evaluated evidence to create positive outcomes for the client's claims.
  • Verified and analyzed claims settlement data to ensure validity.
  • Investigated questionable claims to determine payment authorization.
  • Gathered information from various third parties to determine claim acceptability.
  • Entered claim transactions, payments, reserves, and other documentation.
  • Reviewed claims to ensure accuracy, resulting in multiple claim reductions.
  • Inbound/outbound calls with the client to expedite the claims.

Pharmacy associate (Part-time)

Walmart
Fergus, Canada
01.2023 - 04.2023
  • Maintained clean and organized pharmacy shelving and work areas
  • Adhered to regulatory guidelines for workplace safety and customer confidentiality
  • Increased customer satisfaction by assisting customers with locating products in pharmacy
  • Managed inventories, rotated stock, removed expired or damaged drug products and resolved discrepancies in drug counts

Executive and Client Service Representative

H. S. Mehta & Associates
Ahmedabad, India
01.2019 - 08.2022
  • Client relations management by answering queries and responding to calls, emails, and document requests.
  • File management and client database management.
  • Advance follow-up related to document requirements and filing it to various departments to meet statutory norms and deadlines.
  • Filing and retrieving corporate records, documents, and reports.
  • Promoted client satisfaction by working with operational teams to properly resolve service issues.
  • Personalized client experience, identifying unique needs, and providing information and services to match.
  • Scheduling and assisting in conducting the meetings, conducting research, compiling data, and reviewing officials' presentations.
  • Work with officials and other firms on behalf of committees and boards of directors.
  • Timely reporting of annual compliance documents and meeting deadlines.
  • Built sustainable client relationships, built on trust, by applying excellent communication and interpersonal skills.

Admin Assistant

H. S. Mehta & Associates
Ahmedabad, India
06.2017 - 09.2018
  • Learning various office administration and compliances by assisting various office associates and executives
  • Basics of office administration
  • Answering queries of clients on calls and in emails
  • Supporting partners in managing client database
  • Follow up and follow through

Education

Master of Laws - Intellectual Property Rights

Gujarat University School of Law
Ahmedabad, India
09.2021

Member of The Institute of Company Secretaries of India -

The Institute of Company Secretaries of India
Ahmedabad, India
10.2019

Bachelor of Laws -

Sir L.A. Shah law college
Ahmedabad, India
06.2019

Bachelor of Commerce -

S. M. Patel Institute of Commerce (SMPIC)
Ahmedabad, India
06.2016

Student

NCA Federation of Law

Skills

  • Insurance knowledge
  • Records Management
  • Database Management
  • Mail handling
  • Policy administration
  • Data Interpretation
  • Research abilities
  • Database Maintenance
  • Meeting planning
  • Time management abilities
  • Multi-line phone proficiency
  • Policy Implementation
  • Teamwork and Collaboration
  • Analytical Thinking
  • Organizational Skills
  • Problem-solving abilities

Timeline

Underwriting Support Clerk

Intact Public Entities
10.2023 - Current

Claims Examiner

Allianz Global Assistance
02.2023 - 09.2023

Pharmacy associate (Part-time)

Walmart
01.2023 - 04.2023

Executive and Client Service Representative

H. S. Mehta & Associates
01.2019 - 08.2022

Admin Assistant

H. S. Mehta & Associates
06.2017 - 09.2018

Master of Laws - Intellectual Property Rights

Gujarat University School of Law

Member of The Institute of Company Secretaries of India -

The Institute of Company Secretaries of India

Bachelor of Laws -

Sir L.A. Shah law college

Bachelor of Commerce -

S. M. Patel Institute of Commerce (SMPIC)

Student

NCA Federation of Law

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