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 specifications, analysis, cost comparisons and recommendations on marketing responses, and preparing marketing reports

-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 with Plan Sponsors -Utilize project management methodology to address annual events such as re-enrolments and new client implementations.- Key contact for our external client's Group Benefits Administration services.- Train the AdminPlus plan sponsors throughout their Annual Benefit enrolment cycle and during other member events (New hires, life events, terminations, severances, annual salary increases).- Apply problem solving methodology to resolve adhoc issues.- Manage Plan Sponsor inquiries through all incoming mediums and provide ongoing support.-Plan, build, test, create processes and consult with our business partners on communication, legal, contracts, compliance and IT.- Participate in the evolving processes and materials for product offerings (work flow, training, processes, execution, operational excellence and quality assurance).

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 complainant interviews-Review Dealer Member policies and procedures and provide recommendations to ensure compliancewith IIROC Rules-Instruct the Business Conduct Compliance team to audit certain aspects of a firm’s compliance program during regulatory examinations, and review the final report for any findings

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 constraints on monthly basis to streamline efficient processes. Facilitated team meetings and support system testing and reporting for Best Practice team prior to launch new products. Performed daily management of Eligibility inbox, working directly with external clients to ensure accuracy of member

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, validated and submitted monthly/quarterly reports for clients, such as participant activity report, stock options report, taxation reports and insider trading reports. Prepared accurate monthly billing in accordance with the clients Fee Schedule. Reviewed client accounts to ensure sufficient funds are available to meet payment obligations and/or complete mandatory market trades. Administered tax remittance such as maintenance of records, remittance of funds and year end processing.

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