Shubham Sharma
Ellerslie,AUK
Summary
With an extensive background as an Insurance Adviser, focusing on personal insurance, expertise has been developed in evaluating clients' insurance requirements and offering customised coverage solutions. A solid foundation in administration has facilitated effective management of client policies, guidance throughout the claims process, and assurance of compliance with legal and regulatory standards. Exposure to mortgage brokerage has further enriched understanding of real estate law and the legal aspects of insurance. The combination of diverse experience, industry knowledge, administrative proficiency, and legal insight makes for a valuable contribution to delivering comprehensive insurance solutions.
Overview
6
6
years of professional experience
Work History
Registered Financial Adviser- Personal Insurance
The Fundmaster Ltd
07.2019 - 05.2023
- Meet with clients to evaluate their insurance requirements and gain an understanding of their individual circumstances, including their assets, liabilities, and exposure to risks.
- Conduct a thorough analysis to identify client insurance coverage gaps and provide suitable policies.
- Recommendations and coverage options tailored to their specific needs
- Stay abreast of industry trends, market dynamics, and changes in insurance policies, terms, and regulations to deliver accurate and up-to-date information to clients.
- Gather insurance quotes from multiple providers and present clients with comparative proposals detailing coverage specifics, premiums, deductibles, and policy terms.
- Assist clients in effectively managing their insurance policies, including renewals, cancellations, and premium payments.
- Guide clients through the claims process, from initial reporting to documenting requirements and facilitating fair and prompt claims.
- Managed to close $400k API in 3.8 years, recognized for business sales during covid.
- Ensure clients' insurance policies comply with applicable legal and regulatory standards, including industry-specific regulations.
- Networking and Business Development: Participate in networking events, industry conferences, and community engagements to expand professional connections and generate new business opportunities
- Maintained accurate and organised client records, policy details, and documentation in accordance with company policies and regulatory guidelines.
Learning and Development Administrator
Sovereign AIA
09.2018 - 06.2019
- Assess modules released to advisors for accreditation process.
- Coordinating and drawing whole process of pre-training-release of module from Articulate Online, sending through invites, reminders, file preparation and placing catering orders
- Processing post-training tasks
- Liaising with company's stakeholders to ensure reports are uploaded to Salesforce
- Look into queries from external stakeholders and resolve them in a timely manner.
- Collaborate with a manager for cases that requires escalation.
- Preparing reports in Excel for accreditation of external advisers, mandatory learning for internal staff and Sovereign Home Loans
- Creating invites for training on Act-On software
- Updating training modules on LMS
- Process mapping in the form of creating SOP
- Supporting administrative and team processes
Broker Support
Workaholic Financial Services Limited
08.2017 - 08.2018
- Business operations include policy processing: policy submission and follow-ups from clients, advisors and insurance companies.
- Lead point of contact- had to communicate with insurance companies (AIA) for smooth business operation by fulfilling outstanding requirements, extracting required information from clients and proceeding towards issue.
- Advise advisors through lead allocation and preparation of illustration quotes for delivering best results leading to the company's growth.
- Resolve client issues regarding cancellations, addresses, payment methods or any other issues by effectively communicating with Insurance Company.
Education
B.Com LL.B(H) - Law
UNIVERSITY OF LEGAL STUDIES, PUNJAB UNIVERSITY, UILS
IndiaCERTIFICATE OF PROFICIENCY- LAW - Law
UNIVERSITY OF AUCKLAND
Auckland, AUK02.2023
FINANCIAL SERVICES CERTIFICATE - Level 5 - Personal Insurance
STRATEGI SKILLS INSTITUTE
Auckland, AUK2017
MASTER OF MANAGEMENT (BUSINESS) -
UNIVERSITY OF AUCKLAND
Auckland2016
Skills
- Client Relationship
- Research & Analytical
- Attention to detail
- Problem solver
- Humorous
- Team Player
- Ethical
- Curious
Additional Information
- Event organisation in AIA: Diwali
- State-level Badminton Player
- Letter of appreciation from MD of Partners Life.
- Picasso of UILS
Timeline
Registered Financial Adviser- Personal Insurance
The Fundmaster Ltd
07.2019 - 05.2023
Learning and Development Administrator
Sovereign AIA
09.2018 - 06.2019
Broker Support
Workaholic Financial Services Limited
08.2017 - 08.2018
B.Com LL.B(H) - Law
UNIVERSITY OF LEGAL STUDIES, PUNJAB UNIVERSITY, UILS
CERTIFICATE OF PROFICIENCY- LAW - Law
UNIVERSITY OF AUCKLAND
FINANCIAL SERVICES CERTIFICATE - Level 5 - Personal Insurance
STRATEGI SKILLS INSTITUTE
MASTER OF MANAGEMENT (BUSINESS) -
UNIVERSITY OF AUCKLAND
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