Shivani Dhawan
Palmerston North,New Zealand
Summary
Dynamic Insurance Consultant with a proven track record at AA Insurance, excelling in compliance management and process improvement. Expert in database management and client relations, I drive operational efficiency and enhance policy implementation, ensuring accuracy and adherence to regulations. Committed to delivering results through strategic planning and effective communication.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Insurance Consultant
AA Insurance
Palmerston North
04.2025 - Current
- Manage comprehensive administrative processes for insurance operations and policy documentation
- Conduct detailed policy reviews and maintain accurate client records in accordance with regulatory requirements
- Coordinate underwriting processes and ensure compliance with established procedures and delegations
- Develop and maintain technical documentation for insurance products and systems
- Participate in team initiatives and contribute to strategic planning processes
- Provide administrative support for key business initiatives and operational projects
- Process policy applications, modifications, renewals, and maintain comprehensive client databases
Broker - Personal Lines
Gallaghers Insurance Brokers
Palmerston North
06.2023 - 04.2025
- Coordinated client appointment scheduling and maintained comprehensive client interaction records
- Prepared detailed policy documentation, quote calculations, and educational materials for client presentations
- Conducted thorough policy reviews for accuracy, coverage verification, and compliance documentation
- Maintained accurate client information databases and ensured data integrity across all systems
- Administered policy modifications and coordinated with various departments for seamless processing
- Researched insurance products and policies to support operational decision-making
- Managed administrative aspects of policy negotiations and documentation processes
SME-Business Insurance
Bizcover
Sydney
01.2022 - 05.2023
- Conducted comprehensive business requirement analyses and maintained detailed operational documentation
- Coordinated research and qualification processes to support business operations and decision-making
- Maintained high-level product knowledge databases and ensured accurate information management
- Administered compliance standards and ensured adherence to legislative and business requirements
- Implemented and maintained company policies and procedures across all operational areas
- Participated in team initiatives and contributed to process improvement projects
- Coordinated administrative aspects of business development activities and strategic planning
Telephone Business Manager-Acquisitions
Beneficial Insurance Limited
08.2017 - 12.2022
- Monitored market trends and maintained comprehensive databases for operational planning
- Administered client requirement assessments and coordinated research activities for product development
- Managed financial analysis processes and coordinated strategic planning documentation
- Coordinated networking activities and maintained prospective client databases
- Administered premium calculations and established systematic payment processing methods
- Prepared comprehensive documentation for policy conditions and administrative procedures
- Managed client appointment scheduling and coordinated fact-finding administrative processes
- Maintained detailed documentation of client interactions and administrative procedures
Administrator and Sales Specialist
YMCA
12.2014 - 09.2016
- Managed accounts receivable processes and coordinated collection activities for multiple programs
- Processed inward payments and maintained accurate account updates across all systems
- Conducted cash reconciliation procedures and prepared comprehensive financial reports
- Coordinated monthly stock management processes and maintained inventory documentation
- Administered banking procedures and maintained accurate receipting systems
- Managed administrative resolution processes for multiple program areas following established procedures
- Coordinated training programs for new employees and maintained training documentation
- Processed comprehensive paperwork including daily transactions and facility management reports
Assistant Manager
Cyberpark Ltd
08.2014 - 11.2014
- Led operational teams and coordinated service delivery across all business functions
- Developed staff training programs and implemented performance improvement initiatives
- Prepared monthly staff schedules and coordinated resource allocation for optimal operations
- Maintained comprehensive reporting systems and coordinated CRM database management
- Coordinated recruitment processes and managed new employee onboarding procedures
- Implemented performance review systems and coordinated improvement measures
- Planned and coordinated team-building activities to enhance operational effectiveness
Education
Postgraduate Certificate - Business
University Of South Queensland
Auckland01.2013
Bachelor of Arts - English Honours
Delhi University
Delhi, India07.1999
Skills
- Administrative excellence
- Process improvement
- Database management
- Documentation and reporting
- Policy implementation
- Underwriting coordination
- Client management
- Financial administration
- Compliance management
Certification
- L5 General Insurance Qualification - ANZIIF, New Zealand
- Experienced administrative professional with over 10 years of expertise in operational management, process improvement, and team leadership. Demonstrated ability to streamline administrative functions, ensure compliance with regulatory requirements, and implement efficient systems. Strong background in database management, documentation, and training coordination with a proven track record of enhancing organizational productivity.
Timeline
Insurance Consultant
AA Insurance
04.2025 - Current
Broker - Personal Lines
Gallaghers Insurance Brokers
06.2023 - 04.2025
SME-Business Insurance
Bizcover
01.2022 - 05.2023
Telephone Business Manager-Acquisitions
Beneficial Insurance Limited
08.2017 - 12.2022
Administrator and Sales Specialist
YMCA
12.2014 - 09.2016
Assistant Manager
Cyberpark Ltd
08.2014 - 11.2014
Postgraduate Certificate - Business
University Of South Queensland
Bachelor of Arts - English Honours
Delhi University
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