Varsha Panwar
Calgary,Canada
Summary
Detail oriented professional, with 8 years of experience in insurance industry with strong organization and analytical skills. Adept at preparing and processing of insurance applications, supporting sales teams, managing new business development, and handling contract renewals and fostering strong relationship with various insurance carrier. Demonstrated exceptional customer services, thrives in collaborative settings and adept at supporting team members. Exhibits strong critical thinking and problem-solving skills. Passed LLQP exam in June 2024.
Overview
2
2
years of professional experience
Work History
CLIENT SERVICE & ADMINISTER
Silverberg Wealth Management
Calgary, Canada
01.2023 - Current
- Managing new leads from initial contact to closing, including data gathering, analysis, quoting, and sales presentation development
- Processing and administering insurance applications while adhering to established guidelines and service level agreements
- Worked with insurance carriers to design insurance proposals tailored to corporate clients
- Facilitated the creation of monthly insurance reports and team performance reports
- Processed employee changes, delivered new insurance policies, delivering monthly client bills, and managed client payments
- Reviewed policies, client invoice/billing and processed in a timely & efficient manner
- Strong communication skills to manage operational correspondence with applicants and third-party administrators
- Attention to detail in day-to-day processing of insurance applications and policy amendments, maintain high standard of accuracy & professionalism
- Familiarity with insurance industry regulations and compliance standards
- Providing support to advisors in maintaining superior customer relationship
- Ability to work efficiently in a fast-paced environment while maintaining accuracy and meeting deadlines.
ASSISTANT MANAGER
WTW
, India
- Managed a diverse book of business, consistently exceeding growth expectations year over year by implementing strategic plans and fostering client relationships
- Conducted comprehensive research to compile accurate responses to client policy and coverage inquiries, demonstrating strong analytical and problem-solving skills
- Proactively initiated and nurtured relationships with key decision-makers and insurer personnel, facilitating seamless communication and collaboration
- Identified, compiled, and managed information regarding account renewal and cross-selling opportunities, maximizing revenue generation and client retention rates
- Worked with large complex clients, ensuring renewals are worked upon on timely manner and concerns regarding coverage are dealt
- Advocated for clients by requesting and implementing policy changes and endorsements to enhance coverage and address specific needs, ensuring comprehensive protection
- Maintained meticulous client files and documentation, ensuring compliance with regulatory requirements and organizational standards.
Education
MBA- INSURANCE & BANKING -
AMITY UNIVERSITY, INDIA
05.2016
Bachelor's in Arts -
Delhi UNIVERSITY, INDIA
05.2014
Skills
- Integrity
- Time Management
- Adaptability
- Patience & Persistence
- Attention to Details
- Excellent Communication Skills
- Proficient in Microsoft Office
Timeline
CLIENT SERVICE & ADMINISTER
Silverberg Wealth Management
01.2023 - Current
ASSISTANT MANAGER
WTW
MBA- INSURANCE & BANKING -
AMITY UNIVERSITY, INDIA
Bachelor's in Arts -
Delhi UNIVERSITY, INDIA
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