Vikram Mongia
Toronto,Ontario
Summary
Seasoned broker officer bringing several-year record of success building high-impact sales through effective team leadership and application of insightful market strategies. Proficient in creating business opportunities through tactical utilization of marketing technology. Distinguished and award-winning customer service and sales expert leveraging and capitalizing on proficiency with markets and industry network.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Broker, AVP
Aon
Toronto, Ontario
08.2024 - Current
- Manage a portion of the mid-market cyber renewal book, overseeing complex policy renewals and ensuring accuracy and compliance across multiple programs.
- Place new cyber insurance policies for prospective clients, analyzing client-specific risk exposures and generating coverage requirements.
- Conduct client meetings and calls to review coverage, discuss proposals, and provide guidance on risk management strategies.
- Negotiate with underwriters to secure optimal terms, conditions, premiums, and coverage for clients.
- Approve and verify documentation for new contracts, policy changes, additions, deletions, and renewals; follow up with insurers to ensure compliance with negotiated contracts.
- Serve as global admin for CyQu, overseeing onboarding, troubleshooting, client support, and assisting account executives to ensure smooth platform adoption.
- Collaborate with Account Executives to develop coverage strategies and marketing initiatives for renewals and new business.
- Cultivate and maintain strong relationships within the underwriting community to optimize client outcomes.
- Support mentoring and guidance for junior brokers, promoting best practices and knowledge sharing across the team.
- Build and maintain productive internal and external relationships, exchanging information to provide strategic recommendations.
Risk Associate - Rotational Program
Aon
Toronto, Ontario
06.2022 - 08.2024
- Rotated across Cyber Broking and Financial Institutions Account Management teams, gaining end-to-end experience in policy broking, client relationship management, and account administration.
- Brokered and renewed cyber insurance policies for mid-market clients, collaborating with underwriters and brokers to ensure optimal coverage, competitive terms, and accurate documentation.
- Prepared and communicated proposals, policy summaries, and renewal strategies for financial institutions clients; provided updates and guidance on risk exposures and market trends.
- Supported business development initiatives, including renewal strategies, coverage planning, and relationship-building with existing clients.
- Assisted in the rollout and client adoption of CyQu, Aon’s proprietary risk management software, enhancing clients’ cyber risk capabilities.
- Managed day-to-day account administration, including policy verification, approvals, contract compliance, and portfolio oversight.
- Built and maintained strong relationships with clients, underwriters, and colleagues across Aon’s network to ensure seamless service delivery and knowledge sharing.
Insurance Intern Analyst
Aon
Toronto, Ontario
05.2021 - 08.2021
- Assisted the Professional Services broking team with policy renewals, proposals, benchmarking reports, and market submissions.
- Reviewed and analyzed coverage terms, quotes, and contracts to ensure accuracy and consistency across client accounts.
- Prepared and submitted renewal requests while maintaining updated policy checklists, forms, and marketing materials.
- Collaborated with underwriters and account executives to deliver timely client solutions and strengthen market relationships.
- Developed strong communication and networking skills by engaging with colleagues and interns across multiple regions.
Underwriting Technician Intern
AIG Insurance Company of Canada
Toronto, Ontario
06.2020 - 08.2020
- Assisted underwriting team with policy renewals across multiple insurance programs.
- Analyzed risk coverage and policy terms using client raters to update bordereaux.
- Entered renewal policies into the Premium Processing System (PPS) with accurate contract details.
- Conducted policy reviews to resolve discrepancies between raters and final premiums.
- Completed special projects on rate monitoring and data formatting to support leadership.
Junior Business Analyst - Intern
BOSSC
Oakville, Ontario
05.2018 - 08.2018
- Supported the Client Delivery Team by manipulating insurance carrier files to create custom user configurations.
- Analyzed client benefit plans and billing statements in Excel for integration with BOSSC’s proprietary Benefits OS platform.
- Participated in client calls and collaborated with a multi-disciplinary team to ensure on-time deliverables.
- Contributed to company culture as an active member of the Social Committee.
Education
Bachelor of Business Administration -
Wilfrid Laurier University
Waterloo, ON01-2022
High School Diploma -
Lorne Park Secondary School
Mississauga, ON01-2017
Skills
- Cyber Risk Management
- Broking
- Strong Interpersonal Skills
- Microsoft Office Proficient
- Client Relationship Management
- Effective Communication
- Time Management
- Team Collaboration
Certification
- RIBO (Level 1)
- Cyber COPE Insurance Certification (CCIC) Candidate
Timeline
Broker, AVP
Aon
08.2024 - Current
Risk Associate - Rotational Program
Aon
06.2022 - 08.2024
Insurance Intern Analyst
Aon
05.2021 - 08.2021
Underwriting Technician Intern
AIG Insurance Company of Canada
06.2020 - 08.2020
Junior Business Analyst - Intern
BOSSC
05.2018 - 08.2018
Bachelor of Business Administration -
Wilfrid Laurier University
High School Diploma -
Lorne Park Secondary School