Summary
Overview
Work History
Education
Skills
Awardsandscholarships
Extracurricular Activities
Languages
Certification
Timeline
Generic

SASI KULASINGAM

Whitby,Canada

Summary

With 23 years of experience in the pension industry, I possess strong knowledge of provincial and federal pension legislation. Confident speaker with excellent negotiation skills, able to effectively communicate and advocate for clients' needs. Able to manage multiple projects simultaneously, efficiently prioritizing tasks and meeting deadlines. Keen eye for analyzing data and transforming it into meaningful information, enabling informed decision-making. Exceptional communication skills, both verbal and written, instrumental in building strong relationships with clients and colleagues. Insightful manager, successfully directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends, and regulatory requirements of the industry, ensuring compliance and optimal performance. Analytical approach to business planning and problem-solving, consistently delivering results. Honed team leadership, planning, and organizational skills throughout successful career. Empowers team members to handle daily functions independently while providing diligent training and mentorship. Results-driven management abilities ensuring success for team and organization.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Manager, Strategic Iniatives

Canada Life Assurance Company
05.2023 - Current
  • Setup an offshore team to support the teams in Canada within the established deadlines
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Cross-trained existing employees to maximize team agility and performance.
  • Developed a strong company culture based on Canada Life values.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.

Client Relationship Executive

Canada Life Assurance Company
04.2022 - 05.2023
  • Boosted customer retention rates by maintaining open communication channels and promptly resolving issues.
  • Implemented client feedback processes, improving overall satisfaction levels and driving continuous improvement.
  • Streamlined internal processes through effective communication between sales, operations, finance, and other departments involved in servicing clients'' accounts.
  • Planned and executed client appreciation events to foster stronger connections between the company and its customers.
  • Nurtured long-lasting relationships with clients by consistently providing superior service, attending to their unique needs, and delivering on commitments.
  • Increased revenue by identifying upsell opportunities and presenting additional product offerings to clients.
  • Utilized CRM software to track interactions, effectively manage client relationships, and identify areas for growth.

Client Relationship Consultant

GREAT WEST LIFE
08.2001 - 04.2022
  • Maintain and develop strong relationships while proactively servicing a block of group retirement plans; currently managing over 150 accounts with memberships that range from 10 to over 10,000 employees
  • Provide highest level of service delivery to all clients, including key decision makers, plan administrators, and financial advisors
  • Create customized implementation plans for all new plans after researching client needs
  • Work with Brokers, Consultants and Plan Administrators on retirement plan design and processes
  • Accountable for meeting and exceeding annual in-force growth targets through retention of assets, increasing membership / contributions and the transfer of assets from other financial institutions
  • Work in partnership with the Communication & Education Manager to ensure appropriate enrollment and review sessions are provided to plan members
  • Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
  • Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Managed client relationships through regular check-ins and updates on project progress.

Customer Service Specialist

GREAT WEST LIFE/LONDON LIFE/CANADA LIFE
06.1999 - 08.2001
  • Maintained Group Registered Retirement Savings plans and Pension plans
  • Added and maintained new applications, processed withdrawals according to provincial/federal regulations and contract rules, contributions were entered manually and by disk
  • Also have wound up plans and transferred assets according to the appropriate legislation
  • Handled customer inquiries/concerns via phone, e-mail and mail
  • Worked closely with Group Account Managers, Sales and Service representatives to ensure customer satisfaction

Enrollment Team Leader (Conversion Team)

LONDON LIFE
06.1998 - 06.1999
  • Transfer member data from Prudential systems (FAST, CHIPS) to Great West systems (EAS / HOBS)
  • Evaluate accuracy of data transferred and solved inaccuracies as required
  • Investigate problems caused by these inaccuracies, by analyzing the new structure, rates and benefits mapped from old structure
  • Trained and supervised new members to the conversion enrollment team
  • Developed an in-depth knowledge of group policies and their workings

Data Administrator

LONDON LIFE
01.1997 - 06.1998
  • Maintained eligibility records for claim purposes
  • Transferred and maintained EFT data
  • Solved clients’ problems and handled various inquiries
  • Maintained in-house billing systems (FAST)

Education

Bachelor of Business Administration -

University of Toronto
Toronto, ON
06.2006

Pension Plans Administration Certificate -

Humber College

Employment Law -

Centennial College

Business Law -

University of Toronto

Skills

  • Interpret and apply pension legislation
  • Communication skills
  • Ability to work in stressful situations
  • Ability to meet deadlines
  • Deliver presentations
  • Analytical skills
  • Dependability
  • Effective problem solving
  • Team Leadership
  • Complex Problem-Solving
  • Staff Training and Development
  • Staff Management

Awardsandscholarships

  • Ontario scholar
  • Received Warner Lambert award for scoring highest marks in Algebra, Calculus
  • Received medals for scoring over 90% in physics and chemistry

Extracurricular Activities

Volunteer with Daily Food Bank and Habitat for Humanity Enjoy reading, watching movies and walking

Languages

English
Native or Bilingual
Tamil
Professional Working

Certification

PPAC

Timeline

Manager, Strategic Iniatives

Canada Life Assurance Company
05.2023 - Current

Client Relationship Executive

Canada Life Assurance Company
04.2022 - 05.2023

Client Relationship Consultant

GREAT WEST LIFE
08.2001 - 04.2022

Customer Service Specialist

GREAT WEST LIFE/LONDON LIFE/CANADA LIFE
06.1999 - 08.2001

Enrollment Team Leader (Conversion Team)

LONDON LIFE
06.1998 - 06.1999

Data Administrator

LONDON LIFE
01.1997 - 06.1998

Pension Plans Administration Certificate -

Humber College

Employment Law -

Centennial College

Business Law -

University of Toronto

Bachelor of Business Administration -

University of Toronto
SASI KULASINGAM