SAMEER TANDON
Brampton,ON
Summary
Results-driven professional with over 10 years of experience in contract review, underwriting, and risk assessment in commercial & contract surety and insurance. Expertise in analyzing complex agreements, facilitating stakeholder collaboration, and ensuring compliance with policies. Proven ability in document management and maintaining meticulous attention to detail. Holds an MBA with strong skills in business processes, negotiation, and corporate governance.
Overview
7
7
years of professional experience
Work History
Account Manager
Travelers
Toronto, Canada
03.2022 - Current
- Support contract and bond issuance with deep attention to compliance and documentation accuracy.
- Review and process customer agreements aligned with internal underwriting standards.
- Coordinate with senior underwriters, brokers, and legal teams on document changes and risk assessment.
- Ensure contract versions are updated, approved, and filed per internal procedures.
- Maintain 100% QA and 98% SLA performance standards.
- Lead communication with brokers regarding agreement versions, documentation needs, and follow-ups.
Associate Underwriter
RBC Insurance
Mississauga, Canada
03.2021 - 03.2022
- Assessed and negotiated life insurance contracts ensuring policy compliance and profitability.
- Analyzed complex financial and health documentation for eligibility and risk mitigation.
- Ensured documentation accuracy and adherence to underwriting guidelines.
- Served as a liaison between advisors and underwriters to streamline application processes.
Life, Health and Wealth Insurance Advisor
RBC Insurance
Mississauga, Canada
04.2018 - 02.2021
- Provided contract-based financial and insurance solutions to clients.
- Maintained compliance documentation for all customer files.
- Achieved top RRSP sales performance regionally.
- Trained clients and staff on policy updates and risk management best practices.
Education
Master of Business Administration - Business Administration And Management
V.N.S. Institute of Management
Bachelor of Commerce - Accounting and Finance
Vikram University
Business Analysis -
GES College of IT
OSLT Business Communications -
Sheridan College
Skills
- Contract review and document management
- Underwriting and risk assessment
- Stakeholder coordination
- Regulatory compliance
- Cross-functional collaboration
- Process improvement and training
- Communication and analytical skills
- Salesforce expertise
- BW underwriting knowledge
- Microsoft Office Suite proficiency
- Pricing strategies
- Negotiation techniques
- Status reporting
- Procurement
Timeline
Account Manager
Travelers
03.2022 - Current
Associate Underwriter
RBC Insurance
03.2021 - 03.2022
Life, Health and Wealth Insurance Advisor
RBC Insurance
04.2018 - 02.2021
Master of Business Administration - Business Administration And Management
V.N.S. Institute of Management
Bachelor of Commerce - Accounting and Finance
Vikram University
Business Analysis -
GES College of IT
OSLT Business Communications -
Sheridan College
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