Parveen Sharma
Insurance Professional -CIP, Accident Benefit Claims Adjuster, Leadership Support Group Member
Milton,ON
Summary
To utilize Insurance expertise’s and leadership skills for a professional growing organization
Overview
29
29
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Accident Benefits Adjuster
Desjardins Insurance
Mississauga, ON
09.2018 - Current
- Reviewed new files to determine current status of injury claim and to develop plan of action.
- Identified insurance coverage limitations with thorough examinations of claims documentation and related records
- Consistently met or exceeded performance metrics related to case closure rates, customer satisfaction scores, and overall departmental goals as Accident Benefits Adjuster.
- Delivered exceptional customer service to policyholders by communicating important information and patiently listening to issues.
- Offered preferred network clinics to clients for speedy recovery and effective cost management
- Reduced processing time for accident benefits claims by implementing a streamlined case management system, approval of treatment plans in HCAI and regular milestone phone calls
- Assisted policyholders in understanding their coverage, guiding them through the claims process for efficient resolution.
- Evaluated medical records and consulted with healthcare providers to determine appropriate benefit amounts for clients.
- Maintained comprehensive knowledge of relevant laws and regulations governing accident benefits insurance practices, providing expert guidance to both clients and colleagues alike.
- Maintained high level of professionalism and confidentiality when handling sensitive information pertaining to claimants'' medical history, financial status, and personal circumstances.
- 4 Successful years in LSP and managed 20 LSP converges with exceptional results and appreciation by management
- Conducted regular team meetings and huddles for operational excellence
- PPN and client experience ambassador
Property and Casualty Insurance Advisor
Desjardins Insurance
Mississauga, ON
01.2016 - 09.2018
- Managing sales and underwriting of home and auto insurance products for all brands and 5 Canadian provinces
- Certified OTL licensed advisor and RIBO License
- Underwrite policies accurately ensuring high quality standard, analyzing and managing risk including reviewing and releasing files for other agents as a senior broker with Level 2 binding authority
- Need based assessment to client with suitable insurance coverage
- Create new business opportunities, exceed team and individual objectives related to client satisfaction and quality
- Communicate clearly and effectively with clients to increase NPS score
- Member of cohesive group to increase overall key metrics
- Demonstrating leadership by conducting team meetings, huddles and to achieve increased metrics and sales with proven track record.
- Part of Incentive prime team member and web ambassador
Client Service Analyst
Td Insurance
Toronto, ON
01.2012 - 01.2016
- Managed sales of TD insurance home and auto products
- Certified RIBO licensed broker
- Member of manager in training and conducted team meetings and provided lead support
- Trained new hires on underwriting guidelines and system navigation
- Underwrite risks and approved files for other agents as senior broker with Level 2 binding authority
- Organized team building activities and cross selling workshops by sharing best practices
- Attended workshops on customer relations and shared best client experiences to increase NPS scores
- Build professional relationships with management and ensured continuous support.
Senior Manager Sales & Operations
Religare Wellness Limited
New Delhi , India
01.2005 - 01.2011
- Managed sales and operations of $900,000 of retail outlets
- Added new business accounts by developing new business teams
- Trained and developed senior sales representatives to store In charges
- Managed team of 10 store in charges and 50 sales representatives
- Developed standard operating processes and implemented ISO 9001:2008
- Achieved budgeted targets and generated revenue within allocated cost
- Provided continued support to senior management and delivered desired results.
Assistant District Manager
Johnson & Johnson Ltd
New Delhi , India
01.1995 - 01.2005
- Managed team of 15 medical sales representatives and business worth $1Million.
- Exceeded budgeted targets and generated revenue for company products
- Trained and developed 6 new hires on sales and negotiation
- Developed excellent relationships with key opinion leaders including managers of large cooperates
- Strategically planned marketing activities of company’s products and services
- Implemented customer relationship and sales management software program
- Managed and expanded authorized sales dealer network
- Ensured continuous trainings for product features and benefits.
Education
CIP Designation - Insurance Management
Insurance Institute of Canada
Toronto, ON12.2020
Post Graduate Diploma - Health Care Administration
Symbiosis Institute of Health Sciences
Pune, India 05.2001 -
MBA - Business Management
BP School of Business Management
New Delhi, India 07.1993 - 08.1995
Bachelor of Science - Science
University of Delhi, India
New Delhi, India 08.1989 - 08.1992
Skills
Phone
(647) 710-9979, (905) 901-2393
Relevant Experience And Achievements
- 19 Recognition awards for highest auto and property binding contests in Desjardins
- 5 awards for appreciation badges, and Best NPS score in January 2017
- Awarded All-star Winner for outstanding achievement in 2014 with TD Insurance
- Awarded Top performers consistently in 2013 and 2014.
- Management recognition for highest revenue generating Manager with Religare wellness in 2010
- Awarded Best Regional Performer in Johnson and Johnson for year 2000
References
References available on request
Timeline
Accident Benefits Adjuster
Desjardins Insurance
09.2018 - Current
Property and Casualty Insurance Advisor
Desjardins Insurance
01.2016 - 09.2018
Client Service Analyst
Td Insurance
01.2012 - 01.2016
Senior Manager Sales & Operations
Religare Wellness Limited
01.2005 - 01.2011
Post Graduate Diploma - Health Care Administration
Symbiosis Institute of Health Sciences
05.2001 -
Assistant District Manager
Johnson & Johnson Ltd
01.1995 - 01.2005
MBA - Business Management
BP School of Business Management
07.1993 - 08.1995
Bachelor of Science - Science
University of Delhi, India
08.1989 - 08.1992
CIP Designation - Insurance Management
Insurance Institute of Canada
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