Purinder Singh
INSURANCE ADVISOR | P&C INSURANCE SALES | CLIENT SERVICE | UNDERWRITING
Hire this person
Send a job offer directly to this candidate
About
Insurance professional with experience in P&C insurance sales, life insurance sales, underwriting, risk assessment, insurance operations, business analysis, documentation, and client communication. Passed the RIBO Level 1 exam and hold a valid Ontario driver's license. Experienced in identifying client insurance needs, explaining insurance solutions, supporting sales and service activities, reviewing applications and supporting information, assessing risk, maintaining accurate documentation, and building client and stakeholder relationships.
Seeking to contribute insurance sales, customer service, relationship management, and underwriting experience to your Team.
Experience
BUSINESS ANALYST / BUSINESS SYSTEMS ANALYST at VIRTUSA (2021-12 – 2022-12)
- Collaborated with stakeholders to understand business needs, gather requirements, clarify priorities, and support effective solutions.
- Analyzed business processes and workflows to identify operational gaps and recommend improvements to efficiency and service delivery.
- Prepared and maintained business requirements, process documentation, process flows, and supporting materials with strong attention to detail.
- Coordinated with cross-functional teams to resolve issues, communicate requirements, manage expectations, and support timely delivery.
- Reviewed business and operational information to support accurate decision-making and process improvement.
- Supported testing, issue resolution, implementation, and follow-up activities to ensure requirements were addressed.
PROFESSIONAL – BUSINESS ANALYST at DXC TECHNOLOGIES (2018-01 – 2021-09)
- Supported business operations while maintaining accuracy, quality, and consistency across assigned responsibilities.
- Communicated with teams and stakeholders to understand concerns, coordinate responses, and facilitate issue resolution.
- Maintained records, reports, documentation, and supporting information in accordance with organizational processes.
- Identified workflow and service-delivery opportunities and supported improvements to efficiency and operational quality.
DEPUTY MANAGER at Birla Sun Life Insurance (2017-07 – 2017-12)
- Supported insurance underwriting operations and the integration of underwriting rules into automated systems.
- Developed tools and dashboards to support data-driven underwriting decisions, risk evaluation, and operational reporting.
- Communicated business requirements to technical stakeholders and supported insurance system enhancements and implementation.
- Worked within established insurance processes and regulatory requirements while supporting accurate and timely underwriting operations.
ASSISTANT MANAGER at ICICI Prudential Life Insurance Co. Ltd. (2012-01 – 2017-01)
- Built client relationships through insurance sales and service, responding to client requirements and communicating coverage and policy information clearly.
- Supported P&C insurance sales and client servicing activities by understanding insurance needs, discussing available solutions, and supporting clients through the insurance process.
- Evaluated life and health insurance applications in accordance with underwriting guidelines, risk standards, and established processes.
- Supported senior underwriters with risk calculations, premium assessments, documentation review, and underwriting decisions.
- Reviewed financial and medical information to support accurate risk evaluation and underwriting assessments.
- Supported underwriting rules and automated insurance processes through the AURA Rule Engine and related systems.
- Identified process gaps and supported underwriting workflow improvements, system enhancements, and accurate documentation.
- Developed an Excel macro to support medical underwriting during system limitations and maintain operational continuity.
- Supported case processing, reporting, month-end activities, and documentation within an insurance underwriting environment.
- Participated in staff training and supported consistent application of underwriting processes and service standards.
Education
EPIRM in Underwriting, Claims and Risk Management – Institute of Insurance and Risk Management, Andhra University (2012-12)
Bachelor of Commerce in Commerce – SGGS College of Commerce, Delhi University (2006-04 – 2009-05)