Yohan Bengali
Uxbridge,ON
Summary
With seven years of experience in the insurance industry, I have had the privilege of working in both personal and commercial lines, with a focus on personal lines underwriting , My skill set includes areas such as risk management, a deep understanding of business processes, customer retention, and proficiency in Microsoft Excel .
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Intermediate Underwriter
Aviva Insurance
07.2021 - Current
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Made approval and denial recommendations by determining accurate risk levels.
- Reviewed applications for insurance coverage and reports
- Analyzed credit, compliance, title documents, and appraisals during underwriting process.
- Built strong relationships with lenders, brokers and clients for constructive communications.
- Utilized knowledge of insurance principles, policies and procedures to make decisions on risk assessment.
Sr Insurance Broker
Think Insure
04.2018 - 06.2021
- I served as a Retention Specialist, adeptly transitioning clients from high-risk to standard markets through strategic remarketing efforts
- I played a pivotal role in a project that orchestrated our traditional brick-and-mortar insurance company's transformation into an online-focused entity, effectively generating leads and expanding our digital presence
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances
- Sold Home and Auto insurance policies to new and existing customers.
- Retained 75% of policyholders during annual renewal period.
- Strategized with clients to create customized insurance policy packages
- Mentored 2 entry-level brokers.
Insurance Agent
TD Insurance Meloche Monnex
01.2016 - 03.2018
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- SME / User testing Guidewire integration
Trade Show Event Manager
Hahn Rentals
04.2014 - 01.2016
- Managed administrative logistics of events planning, event booking, and event promotions.
- Trained and supervised event staff to complete tasks on time.
- Developed creative themes for events and created related activities to engage attendees.
- Evaluated existing plans, processes and events planning services to identify opportunities for improvement.
Event Management Intern
Waterloo Region Record
10.2012 - 03.2014
- Reported back to instructor to receive day-to-day tasks and responsibilities.
- Communicated effectively with faculty and staff and accepted critiques and suggestions for areas of improvement.
- Sorted, organized, and maintained files.
- Interacted with customers by phone, email, or in-person to provide information.
- Organized brainstorming sessions between cross-functional teams to develop strategy and creative ideas for future events.
- Researched assigned events and identified possible partnerships aligned with event concepts.
- Utilized social media to promote events and increase attendance.
- Oversaw event registration process by collecting and tracking attendee information.
- Managed administrative logistics of events planning, event booking, and event promotions.
- Trained and supervised event staff to complete tasks on time.
Education
Post Graduate - Integrated Marketing Communication
Conestoga College Institute of Technology And Advanced Learning
Kitchener, ON04.2014
Post Graduate - Event Management, Marketing
Conestoga College Institute of Technology And Advanced Learning
Waterloo, ON04.2013
Bachelor of Arts - Economic Studies
University of Mumbai
Mumbai, India 04.2006
Skills
- Problem Solving
- Risk Assessment
- Stakeholder Management
- Analytical Thinking
- Business process Understanding
- Communications
- Documentation
- Collaboration
- Strategy
- Data Collection
- Customer Feedback
- Negotiation
Certification
Scrum Master
Product Owner
Timeline
Intermediate Underwriter
Aviva Insurance
07.2021 - Current
Sr Insurance Broker
Think Insure
04.2018 - 06.2021
Insurance Agent
TD Insurance Meloche Monnex
01.2016 - 03.2018
Trade Show Event Manager
Hahn Rentals
04.2014 - 01.2016
Event Management Intern
Waterloo Region Record
10.2012 - 03.2014
Post Graduate - Integrated Marketing Communication
Conestoga College Institute of Technology And Advanced Learning
Post Graduate - Event Management, Marketing
Conestoga College Institute of Technology And Advanced Learning
Bachelor of Arts - Economic Studies
University of Mumbai
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