SARVPREET SINGH

• Managed the QUILITY account, serving as the primary point of contact for client needs and ensuring seamless coordination across four departments: Agent Contracting (L&C), Commissions, Special Projects, and Leads Customer Service.
• Supervised and guided a team of 33 employees, providing task assistance, performance oversight, and continuous support to ensure client satisfaction.
• Organized and led weekly client meetings via Zoom/Teams to review account status, address challenges, and align on upcoming goals.
• Monitored account performance metrics and prepared quarterly growth review reports, highlighting progress and identifying improvement areas.
• Developed and implemented strategies to strengthen client relationships and enhance operational efficiency.
• Conducted employee training sessions and mentorship programs to build skills, improve productivity, and maintain high-quality service delivery.
• Proactively identified opportunities for account growth, leading to improved client engagement and business expansion.

• Supervised and managed the L&C team, ensuring accurate processing of agent licensing, contracting, carrier appointments, and renewals.
• Oversaw compliance with state regulations, carrier guidelines, and HIPAA standards to safeguard client and agent data.
• Acted as the escalation point for complex L&C issues, resolving client and carrier queries efficiently.
• Conducted training and mentoring to build team expertise in licensing processes, compliance, and data security.
• Implemented workflow improvements that reduced turnaround time and errors.
• Coordinated directly with BGA’s, carriers, and agents to ensure smooth onboarding and contracting.
• Prepared and reviewed performance and compliance reports for leadership and clients.
• Ensured delivery of high-quality, secure, and compliant services in line with client expectations.

• Acted as the primary contact for onboarding new Brokerage General Agencies (BGA’s).
• Guided clients through Licensing & Contracting (L&C) requirements and ensured full HIPAA and compliance adherence.
• Conducted introductory walkthroughs, training, and orientation sessions for new BGA partners.
• Coordinated with internal teams to deliver a seamless onboarding experience.
• Monitored onboarding progress and prepared status updates and reports for clients and with Employee Pooling.
• Resolved onboarding challenges quickly to maintain high client satisfaction.
• Ensured secure handling of sensitive client and agent data in compliance with HIPAA and carrier regulations.

• Managed end-to-end New Business Applications, validating policies against carrier standards, performing detailed policy checks, and generating compliance reports for BGA clients.
• Executed Case Management by reviewing APS (Attending Physician Statements), coordinating with U.S. healthcare providers to gather medical history and documentation, and ensuring accurate illustration, scrubbing, and submission of policy packets.
• Handled Licensing & Contracting (L&C) by collecting agent requirements such as state licenses, AML, E&O, EFT, and CE training; prepared complete contracting packets; and submitted them to carriers.
• Communicated directly with carriers via email and phone during U.S. business hours to resolve contracting issues, secure appointments, and support smooth agent onboarding.
• Maintained a strong compliance and accuracy focus while delivering timely processing, ensuring seamless collaboration between agents, carriers, and BGA clients.

• Supported Brokerage General Agencies (BGA’s) by managing their systems including SmartOffice, Agency Integrator, and SalesForce to meet operational needs efficiently.
• Performed data entry and validation of new business applications, ensuring accuracy and alignment with carrier records.
• Maintained and updated BGA client databases, ensuring data integrity and compliance across platforms.
• Monitored and highlighted carrier requirements, keeping clients informed and aligned with compliance standards.
• Updated client systems with real-time application status and carrier updates to ensure smooth workflow.
• Prepared and delivered daily operational reports to clients for transparency and performance tracking.
• Built a strong foundation in insurance operations, client system management, and compliance processes, supporting progression into advanced account and client management roles.

O2 Guru – Customer Support (U.K.)

• Provided technical support to customers for device-related issues, delivering solutions through live chat.
• Assisted customers with tariff and SIM-related queries, ensuring smooth usage of O2 services in the UK.
• Delivered prompt, accurate, and customer-friendly resolutions, maintaining high service satisfaction levels.
• Guided customers on device troubleshooting, service setup, and product features to enhance the user experience.

• Provided online call assistance to U.S.-based clients for troubleshooting Windows, software, and antivirus-related issues.
• Assisted customers with system errors, malware/virus concerns, and reinstallation of software and operating systems.
• Guided clients through step-by-step technical resolutions to ensure smooth system functionality.
• Delivered efficient and customer-focused support, maintaining high service satisfaction while reducing repeat issues.