Mohammed Sufiyan Shaikh

• Supported commercial insurance operations for Canadian and United States insurance portfolios.
• Assisted brokers, client managers, and underwriters in policy placement and renewal activities.
• Prepared Quote Comparison Reports by analyzing quotations from multiple insurance carriers.
• Reviewed premiums, policy terms, coverage limits, exclusions, and endorsements.
• Prepared insurance summaries, renewal reports, proposal documentation, and client servicing documents.
• Processed Certificates of Insurance (COI), Evidence of Coverage (EOC), endorsements, and policy schedules.
• Maintained PST/RST documentation, revenue trackers, premium trackers, and operational reports for Canadian
accounts.
• Assisted with premium reconciliation and account-level financial reporting.
• Collaborated with underwriting, accounting, claims, compliance, and servicing teams to resolve operational
issues.
• Generated management reports and supported process improvement initiatives.
• Key Achievement: Developed expertise in commercial insurance operations, policy administration, quote
analysis, taxation compliance, and revenue management across North American insurance markets.

• Managed policy servicing activities for Norwegian insurance customers.
• Assisted customers with policy renewals, policy terminations, mortgage additions, and leasing-related insurance
requirements.
• Prepared insurance certificates and policy documentation for Norwegian clients.
• Conducted quality assurance reviews and prepared Root Cause Analysis (RCA) reports.
• Supported onshore management through production reporting and operational analytics.
• Assisted in compliance reviews and risk assessment activities.
• Worked extensively on CRM platforms and insurance servicing systems.
• Handled High Net Worth Individual (HNI) customer accounts and complex service requests.
• Coordinated with underwriting, sales, branch management, and customer service teams.
• Participated in Norwegian and Swedish language training programs.

• Managed customer retention initiatives and policyholder engagement activities.
• Handled customer queries, complaints, and service requests.
• Conducted product presentations and explained insurance product features to HNI customers.
• Assisted in lead conversion and retention campaigns.
• Built long-term customer relationships to improve customer satisfaction and policy retention.

• Verified insurance sales across multiple distribution channels.
• Investigated potential mis-selling cases and policy-related grievances.
• Managed escalations received from channel partners.
• Assisted customers during policy issuance and confirmation processes.
• Ensured compliance with internal and regulatory requirements.
• Managed reporting and workforce data for a team of 18 members.