Romana Shaikh Email & Phone Number

Oshawa, ON, CA

Contribute to the overall design and management of group medical, dental, life, disability and special risk benefits for clientsAnnual renewal analysis and negotiations with carriers; prepare client reports and presentationsExperience reporting, budget projections and reviewing plan financial performanceConduct marketing; including preparing and submitting.

-Plan and execute the ongoing administration management of new and existing AdminPlus clients -Develop plan member communication strategies and marketing material tailored to the client’s needs -Create and document administrative processes for the supporting admin operations team -Manage member inquiries through all incoming mediums, including interaction.

Toronto, Ontario, Canada

Assessed the evidence of insurability and execute underwriting decisions within limits. Reviewed new applications and coverage increase applications, eligibility, updating member information onto several databases and billing systems.

-Investigate client complaints and Registrant conduct in accordance with IIROC Dealer Member Rules and Universal Market Integrity Rules-Act as a subject matter expert for Dealer Member Firms on the interpretation of current and new regulatory requirements-Prepare clear memos through the review and analysis of applicable documents, investment strategies and.

Toronto Metro Center

Oversaw End-to-End completion of underwritten medical coverage for various clients. Reviewed all underwritten application forms prior to processing to identify gaps. Investigated all escalated matters and documented information to assess any operational risk. Liaised with underwriters and managers to outline gaps in process, client concerns and system.

Toronto, Canada Area

Responsible for File Management of client’s biweekly or monthly share/stock contribution. Processed equity purchase order and liaised with various brokers to complete trade orders and trade settlement. Processed and provided analytical and accounting support to clients on dividend reinvestment, interest allocation and share acquisition. Extracted.

Toronto, Canada Area

Toronto, Canada Area

Honours Of Business Administration (B.B.A.), Business Administration And Management, General

Education record

The CEBS designation is a credential that is recognized for the depth and relevance of critical knowledge achieved. It draws from the GBA.

Risk Management