Kunal Vaid Email & Phone Number

Toronto, On, Ca

Toronto, Ontario, Canada

• Appraised and processed new and renewal license applications for brokers, ensuring compliance with insurance regulations across multiple provinces.• Leading the Contracting and Licensing team for assigning and creating RVP and REP codes for Primerica advisors on back-office systems.• Collaborated with New Business team to resolve licensing and E&O issues promptly.• Creating national accounts for brokers with inactive codes and newly licensed brokers on Wealthserv and USSI.• Working with updating the Missing Sin numbers for quick processing of claims for brokers.• Set up and maintain detailed spreadsheets for tracking licensing and E&O statuses.• Develop and run Excel macros to automate data processing and reporting, enhancing efficiency and accuracy in generating quality performance reports.• Work with the APEXA system to facilitate advisor’s contracting.• Actively monitor and maintain the licensing inbox, updating licenses and E&Os as needed.• Ensure thorough and accurate broker records in back-office systems like wealthserv, USSI, and APEXA, to facilitate efficient processing and compliance.

Toronto, Ontario, Canada

• Actively monitor and maintain the licensing inbox.• Work closely with New business and Commissions Team on expired accounts to assist with time sensitive issues (processing of client applications and pending agent commissions).• Maintain thorough and accurate broker records on back-office systems.• Assist Contracting team with additional projects as required.• Photocopy, file and scan documents.

Mississauga, Ontario, Canada

• Informing and educating clients about the services. • Collect, compile and analyze moderately complex data and information. • Perform quality checks on all work to assure accuracy of the release, confidentiality, and proper invoicing.• Work with client and internal teams to successfully execute scoped tactics.• Managing candidate database by eradicating inaccurate information and by filtering candidates based on their skills and expertise levels.• Analyzed applicant portfolios by helping them fill forms and understanding core strengths to forward their applications to the correct division.• Organized data using word process and spreadsheets into databases to improve efficiency and accessibility of information.• Collect data and plan irregular and extraordinary reports assigned by the management.