Samreen Virani

Background

About Samreen Virani

IVARI CANADA – Toronto, ON • Setting up policy records/profiles for applicants applying for all product lines including replacement on existing in force business. • Create client and policy record on the LifeTrax system. • Handling specific requirements of distributor's offices are followed at all times such as WFG and Brokerages. • Assessing all regulatory requirements to ensure all necessary materials are received and satisfied. • Communicating with case coordinators about missing information on applications. • Application and delivery requirements upload into WIN system. • Reviewing the policy set up status report (PSSR) on all electronic applications. • Ensured nonstandard payments and Suspicious Transaction Report (STR) are submitted as per Regulatory Compliance Guidelines. UNDERWRITING SUPPORT ADMINISTRATOR IVARI CANADA – Toronto, ON • Managed all unmatched mails for underwriters to ensure that the client's insurance cases are monitored regularly throughout the day. • Arranging APS and Lab reports from assigned service providers; Hooper Holmes, Medaxio/Dynacare and Quest as required by underwriters for case monitoring. • Making release of medical reports to Doctors, clients and other insurance companies as requested. • working on SharePoint and other reports(extracting reports and making changes as required) • Assisting expense control administrator on finance reconciliation (invoices received v/s release of medical reports to other insurance companies). • Recording and filing of all existing company clients data for underwriters.