Summary
Overview
Work History
Education
Skills
Certification
Timeline
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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, ON
01-2022

High School Diploma -

Lorne Park Secondary School
Mississauga, ON
01-2017

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

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Vikram Mongia