Pranav Kurlawala
Toronto,Canada
Summary
- Registered Insurance Broker (RIB) from RIBO, specializing in pre- and post-binding activities for public sector renewals, including universities, not-for-profits, colleges, schools, and retail corporations.
- Proficient in renewal submissions, compliance documentation, and coordinating with underwriters, while ensuring invoice accuracy and client-facing documents.
- Strong knowledge of Canadian insurance and banking regulatory requirements, privacy management, and AML/ATF investigations; certified in the Canadian Securities Course (CSC).
- Known for attention to detail, problem-solving, and meeting tight deadlines, while driving team success in achieving SLAs and KPIs.
Results-driven professional in insurance sales, known for exceptional productivity and efficiency in task completion. Skilled in client relationship management, policy customization, and market analysis. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to meet and exceed sales targets consistently.
Overview
9
9
years of professional experience
2
2
Certification
Work History
Senior Client Representative
Marsh Canada Limited
Toronto, Canada
02.2022 - Current
- Led the timely insurance renewals of over 50 accounts and two program renewals, each program consisting of more than 20 clients, for their Umbrella and Worldwide Non-Owned Automobile Coverage renewals, ensuring compliance and maintaining strong quality measures with a good understanding of industry regulations.
- Gained hands-on experience in property and casualty insurance, encompassing specialty lines of coverage such as Special Crime, Marine, UAV, Event Liability, Fine Arts, Crime, Cyber, and Equipment Breakdown.
- Boosted SLAs and KPIs by 50%, continuously driving the overall effectiveness of the Operations team from May 2024 to April 2025.
- Enhanced onboarding process for new and expanded business, achieving 100% client satisfaction and retention outcomes.
- Facilitated strategic consultations with leading insurance facility brokers and underwriters across Fine Arts, Automobile, NOA, Cyber, Marine, UAV, Event Liability, Umbrella, Property, Special Risk, and Crime Insurance sectors to identify and address client insurance needs efficiently.
- Analyzed client claims history to provide tailored recommendations on policy limits, coverage terms, and risk mitigation strategies.
Senior Account Coordinator
Marsh Canada Limited
Toronto, Canada
02.2022 - 06.2023
- Processed over 500 policy renewals, invoices, and Certificate of Insurance requests to support client service team.
- Increased team productivity by six percent, maintaining backlogs in single digits.
- Served as subject matter expert, offering insights on recent trends to elevate team quality.
Boosted team confidence through knowledge sharing and collaboration initiatives. - Supported continuous learning initiatives to equip team with essential resources.
- Developed renewal pre-processed over 500 policy renewals, invoices, and Certificates of Insurance (COIs), ensuring timely and accurate service delivery.
- Improved team productivity by 6% and maintained backlog volumes in single digits through efficient task management.
- Created over 50 monthly renewal presentations and insurance summary reports to enhance client-broker communication.
- Coordinated 10,000+ emails between clients, facility brokers, and insurance placement teams for optimal service coordination across 80 accounts.
Associate Fraud Analyst - Account Activity Fraud
CIBC - Canadian Imperial Bank of Commerce
Toronto, Canada
01.2020 - 01.2021
- Monitored alerts to detect suspicious activities, preventing over $100,000 in potential losses.
- Evaluated high-risk transactions such as bill payments and global money transfers for compliance.
- Prepared UTR reports and collaborated with law enforcement to support investigations and inquiries.
Financial Service Representative II, Client Loyalty, Telephone Banking
CIBC - Canadian Imperial Bank of Commerce
Toronto, Canada
02.2018 - 12.2019
- Acted as primary contact for Imperial Service and Private Banking clients, resolving inquiries on Global Money Transfers, Mobile Payments, and Interac Transactions.
- Processed applications while updating customer profiles to ensure compliance with CIBC's AML regulations.
Financial Service Representative II, Service Excellence, Telephone Banking
CIBC - Canadian Imperial Bank of Commerce
Toronto, Canada
04.2017 - 01.2018
- Engaged with over 60 clients daily, delivering exceptional first point of contact support.
- Resolved inquiries and offered customized financial solutions for immediate and long-term needs.
- Ensured strict adherence to AML and KYC policies during client profile updates.
Compliance Intern
World Source Financial Management (Seneca College)
Markham, Canada
04.2016 - 05.2016
- Executed due diligence and managed KYC documentation for over 800 advisors in Wealth Management and Wealth Services, ensuring strict compliance standards.
Education
Post Graduation - Financial Service: Compliance Administration
Seneca College of Applied Arts And Technology
Toronto, Ontario, Canada06.2016
Post Graduation - Financial Planning
Centennial College of Applied Arts and Technology
Toronto, Ontario, Canada06.2015
Bachelor - Financial Markets
University of Mumbai
Mumbai, India06.2013
Certification
Registered Insurance Broker (RIB), L1-ON
Canadian Securities Course (CSC)
Accomplishments
- Excel Award Recipient, Customer Service Excellence, 2017 - CIBC
- Excel Awards for Client Champion in 2018 and 2019 - CIBC
- Quarterly Balanced Performance Achievers Award (Q2 2019) - CIBC
- Achieved 100% Net Promoter Score (NPS) on five separate occasions between 2020 and 2021 – CIBC
- Rising Star Award, 2022 - Marsh
- Certificate of Recognition, Above & Beyond Award, 2023 - Marsh
Timeline
Senior Account Coordinator
Marsh Canada Limited
02.2022 - 06.2023
Senior Client Representative
Marsh Canada Limited
02.2022 - Current
Associate Fraud Analyst - Account Activity Fraud
CIBC - Canadian Imperial Bank of Commerce
01.2020 - 01.2021
Financial Service Representative II, Client Loyalty, Telephone Banking
CIBC - Canadian Imperial Bank of Commerce
02.2018 - 12.2019
Financial Service Representative II, Service Excellence, Telephone Banking
CIBC - Canadian Imperial Bank of Commerce
04.2017 - 01.2018
Compliance Intern
World Source Financial Management (Seneca College)
04.2016 - 05.2016
Post Graduation - Financial Service: Compliance Administration
Seneca College of Applied Arts And Technology
Post Graduation - Financial Planning
Centennial College of Applied Arts and Technology
Bachelor - Financial Markets
University of Mumbai
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