Kailash Suthar
Insurance Advisor @belairdirect
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WORK HISTORY
Insurance Advisor @belairdirect
Toronto, ON, CA
Assess client risk profiles and future needs to recommend appropriate insurance products, ensuring alignment with regulatory compliance (KYC/AML).• Process and update client policy documentation, facilitating seamless renewals and policy changes in accordance with underwriting guidelines.• Provide guidance on claims processes while maintaining clear documentation and communication for audit readiness.• Support internal reporting by reconciling client data across systems and improving data accuracy for compliance tracking.• Build and maintain client relationships through timely follow-ups, needs-based solutions, and ongoing advisory support.
ABOUT KAILASH SUTHAR
Recent graduate in Financial Technology with a focus on IT Audit, Risk Management, and Compliance. Specializing in IT General Controls (ITGC), IT Application Controls (ITAC), SOC Audit (SOC 1 & SOC 2), and regulatory frameworks such as SOX (Section 302 & Section 404), OSFI requirements (ICFR 52-109, B10, B13, & E21), and GDPR. During my academic journey, I gained practical exposure to various frameworks and cybersecurity trends through ISACA Toronto and related projects. My professional experience spans customer service and data classification, where I demonstrated strong analytical and problem-solving skills, ensuring high levels of accuracy and efficiency. I am driven by the goal of applying my skills to enhance organizational risk management, governance and compliance processes.
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