Shashank Satti

• Currently employed in the property and casualty insurance sector, with work focused across North American and European markets.
• The process involves submissions, generating quotes, issuing binders and policies, and managing endorsements and renewals, ensuring team efficiency and meeting strict turnaround times.
• Creation of detailed SOPs and checklists for client.
• Continuous consultations with our Canadian advisors to resolve and address any queries.
• Use of CAPIQ (S&P Capital IQ) and LSEG World-Check for financial analysis and risk management.
• Examination of SEC (Securities and Exchange Commission) reports for due diligence.

During this period, I took comprehensive course and gained hands-on experience in key areas, including:

• SQL
• Excel
• Python
• Power BI
• Data Analysis

• Worked in the Trust and Safety department as a content moderator for YouTube.
• Ensured content adhered to company-defined policies within set timelines.
• Promoted to Tier 2 Advisor based on performance.

During the global pandemic, my position was unfortunately impacted by company-wide layoffs, I supported my family business during this period.

• Worked for Sun Life Financial Pvt. Ltd. as an operations executive in life insurance segment, in which I was responsible for changing policy information as per customer request within specified time frames, ensuring the efficiency and accuracy of the overall process.
• Work involved regular email interaction with our Canadian advisors.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
• Identified areas of improvement in customer service processes and suggested changes accordingly.

• Worked for Sun Life Financial Pvt. Ltd. as an operations executive in life insurance segment, in which I was responsible for changing policy information as per customer request within specified time frames, ensuring the efficiency and accuracy of the overall process.
• Work involved regular email interaction with our Canadian advisors.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
• Identified areas of improvement in customer service processes and suggested changes accordingly.