Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Shray Jain

Ottawa,ON

Summary

Committed to providing exceptional support to clients and ensuring accurate and timely resolution of claims. Possess excellent communication and problem-solving skills, along with a solid understanding of insurance policies and regulations. Adaptable and quick to learn new systems and processes. A team player who collaborates effectively with colleagues and actively contributes to achieving departmental goals. Seeking position as a Claims Representative to leverage skills and contribute to the success of an insurance organization.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Claims Representative - Auto

Intact Insurance
12.2023 - Current
  • Recorded First Notice Of Loss, gathered all pertinent information(about TP, Police, Ambulance, Towing, witnesses, etc.) , provided detailed claim flow and established expectations for processing timeline.
  • Analyzed claim, determined fault rating using FDR.
  • Reviewed, Interpreted and explained coverages to insured and advised on applicable deductible.
  • Used Software like Guidewire, AS400, Contact360, Contact Claims etc. to record claims data, issue rental, open reserves, and process payments.
  • Assigned claims to BI and PD where needed.
  • Used Qapter(AIM) to search and assign body shops for repairs.
  • Identified subrogation and salvage opportunities.
  • Maintained constant contact with insured while working on their claim and communicated each update.
  • Managed 30 incoming calls per day.
  • Achieved 100% on compliance and call handling.

P & C Insurance Advisor

TD Insurance
01.2022 - 01.2023
  • Advised clients on suitable coverage options based on their risk profiles, budget, and insurance requirements.
  • Developed strong relationships with clients, providing ongoing support, addressing inquiries, and resolving any issues.
  • Presented insurance proposals to clients, explaining coverage details, policy terms, and premiums.
  • Achieved consistently high sales performance, exceeding monthly and annual sales targets.
  • Utilized CRM system to track client interactions, manage policy renewals, and follow up on leads.
  • Achieved 100% compliance on call procedure.
  • Minimized cancellations through attention to detail and service excellence.

Customer Service Representative

Tech Mahindra
08.2021 - 01.2022
  • Provided customer support via phone, email, and live chat, assisting customers with product inquiries, troubleshooting, and technical issues.
  • Addressed customer inquiries, concerns, and complaints with empathy and professionalism.
  • Resolved customer issues promptly and effectively, ensuring customer satisfaction.
  • Utilized customer service software to document interactions, update customer records, and track issue resolution.
  • Collaborated with internal teams to escalate complex customer issues for resolution.
  • Promoted additional products or services to customers to maximize sales opportunities.

Insurance Sales Representative

Voxdata
10.2019 - 10.2020
  • Conduct sales presentations on call to prospective clients, effectively communicating the benefits and features of our insurance products.
  • Assess clients' insurance needs by conducting thorough risk assessments and analyzing their current coverage.
  • Educate clients on policy details, coverage options, and exclusions, ensuring they have a clear understanding of their insurance plans.
  • Close sales and achieve monthly, quarterly, and annual sales targets.
  • Maintain accurate and up-to-date client records, policy documentation, and sales reports.

Assistant Manager of Operations

Navdarshan Sarees
09.2017 - 05.2019
  • Assisted the Operations Manager in overseeing daily operations, ensuring smooth processes and efficient resource allocation.
  • Monitored key performance indicators (KPIs) and operational metrics to assess performance and identify areas for improvement.
  • Collaborated with cross-functional teams to drive operational excellence and ensure seamless coordination between departments.
  • Developed and maintained strong relationships with vendors, suppliers, and contractors to support operational needs.
  • Assisted in the development and implementation of operational policies, procedures, and standards.

Education

BBA - Business Administration And Management

Veer Narmad South Gujarat University
India
04.2017

Skills

  • Insurance Sales and Advising
  • Software Proficiency (Guidewire, etc )
  • Problem-Solving and Analytical Abilities
  • Customer Service and Support

Certification

  • General Level 1 license.
  • OTL
  • Adjuster license for All Atlantic provinces.
  • Pursuing CIP

Languages

French
English

Timeline

Claims Representative - Auto

Intact Insurance
12.2023 - Current

P & C Insurance Advisor

TD Insurance
01.2022 - 01.2023

Customer Service Representative

Tech Mahindra
08.2021 - 01.2022

Insurance Sales Representative

Voxdata
10.2019 - 10.2020

Assistant Manager of Operations

Navdarshan Sarees
09.2017 - 05.2019

BBA - Business Administration And Management

Veer Narmad South Gujarat University
Shray Jain