Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Samra Aamir

Oshawa,ON

Summary

Versatile and detail-oriented individual with 3 years of experience in personal and commercial Insurance, possessing a unique blend of analytical prowess and creative design skills. Proven adaptability skills combined with a passion for learning, allowing for swift integration into diverse environments. Skilled at leveraging innovative thinking to enhance underwriting processes and contribute to the overall success of the team. Seeking a challenging role where I can apply my creative mindset and quick learning abilities to support the efficient functioning of underwriting operations.

Overview

7
7
years of professional experience

Work History

Commercial Lines Underwriting Assistant

Aviva Canada
03.2022 - Current
  • Verified and processed documents from brokers and underwriters to guarantee accuracy and completeness
  • Ensured the prompt issuance of policy transactions, including quotes, endorsements, renewals, and cancellations, while meticulously documenting and recording all changes
  • Formulated efficient communication strategies with brokers to streamline the transfer and management of data between the brokerage and insurance provider
  • Coordinated with billing analysts and brokers to eradicate billing discrepancies and ensure accurate data coding
  • Worked closely with multiple underwriters to oversee and serve a portfolio of more than 3500 insured clients across various broker programs with a combined GWP of approximately $15M
  • Including client data management, coding and processing of policies in Aviva systems, ensuring data quality, generating risk analysis and loss history reports to analyze potential clients' risk profiles to assess risk acceptance and monitor overall program management
  • Participated as a member of the production team in developing and integrating Data Vera into the GCS workforce
  • The project included consolidating and testing extensive data from brokers in order to automate complex tasks in data consolidation, cleaning, and structuring using Data Vera
  • Partnered with the onboarding team to devise effective strategies and optimize the training process within commercial lines
  • The objective of the project is to establish a seamless and standardized new-hire training and onboarding process across all departments.

RIBO Licensed Insurance Broker

Billyard Insurance Group
08.2021 - 02.2022
  • Developed and executed effective targeted marketing strategies and networking methods to cultivate trust with potential customers.
  • Strategies included targeted outreach through Instagram, LinkedIn, Facebook, Cold-Calling, Industry Networking & Radio. Efforts led to 92% of leads and referrals generating from these channels, resulting in a 65% closing rate.
  • By actively listening and posing insightful questions, identified clients' changing insurance requirements and effectively educated customers on coverage limits, loss history, and exposures. Efforts resulted in customers being better informed and more inclined to make changes to their existing insurance policies.
  • Consistently Adhered to the underwriting criteria set out by broker partners and insurance providers by keeping up to date with broker bulletins.
  • Successfully collaborated across different channels with underwriters and industry insurance providers to secure approvals and cultivate meaningful working relationships.
  • Approached interactions with professionalism and preparedness to ensure clients received quotes and accurate documentation in a timely and efficient manner.
  • Effectively handled various elements of risk management, including quotes, renewals, endorsements, and claims. Processed policies, schedules, and endorsements on both Underwriting and Broker Systems, ensuring the issuance of all pertinent documentation.
  • Ensured a comprehensive service experience by providing policies, scheduling future follow-ups, and conducting evaluations of needs. These efforts led to outstanding customer feedback and increased referrals from previous clients.

OTL Licensed Insurance Advisor

TD General Insurance
02.2021 - 08.2021
  • Successfully fulfilled provincial requirements to obtain the OTL license, allowing to offer advice and sale of private and commercial insurance to individuals and companies.
  • Operated in a high-volume call center environment by responding to inbound calls and queries regarding existing and new insurance policies.
  • Delivered outstanding inbound/outbound advice, service and sales support to complex transactions related to insurance products and services with an aim to provide complete and correct solutions on first point of contact.
  • Enhanced and developed customer relationships by providing legendary customer service, cross-sell, up-sell and providing best product solutions.
  • Worked towards achieving set goals while implementing advice and customer service procedures and approaches to complete tasks efficiently.
  • Communicated effectively between different business sections of insurance to follow up on and resolve customer issues.

Easyline Banking Specialist

TD Canada Trust
03.2017 - 02.2021
  • Consistently strived to gain new business and expand established accounts through a creative, customer-driven and solutions-focused approach. Efforts resulted in consistently exceeding sales revenue targets and maintained high scores on customer feedback surveys
  • Demonstrated strong communication skills, using understandable language that is relevant and meaningful, in order to convey key messages to a wide range of clientele.
  • Adhered to company compliance policies regarding quality assurance, privacy protection laws and fraud prevention; consistently passed monthly compliance audit to ensure customer privacy.

Education

Bachelors of Design in Graphic Design and Photography -

University of Karachi
11.2011

Skills

  • Client relations
  • Customer service
  • Problem solving
  • Risk assessment
  • Interpersonal skills
  • Adaptability
  • Attention to detail
  • Active listening
  • Data Management
  • Effective Communication Skills

Languages

English
Native or Bilingual
Urdu
Native or Bilingual

Timeline

Commercial Lines Underwriting Assistant

Aviva Canada
03.2022 - Current

RIBO Licensed Insurance Broker

Billyard Insurance Group
08.2021 - 02.2022

OTL Licensed Insurance Advisor

TD General Insurance
02.2021 - 08.2021

Easyline Banking Specialist

TD Canada Trust
03.2017 - 02.2021

Bachelors of Design in Graphic Design and Photography -

University of Karachi

Similar Profiles

CREATE PROFILE
Samra Aamir