Porvi Rutu Vyas Pathak
Personal Lines Senior Account Manager @Brokers Trust Insurance Group Inc
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WORK HISTORY
Personal Lines Senior Account Manager @Brokers Trust Insurance Group Inc
Concord, ON, CA
EDUCATION
Gujarat University
Bachelor's Degree, Computer Software and Media Applications
Gujarat Technological University (GTU)
Master of Business Administration (MBA), Marketing
ABOUT PORVI RUTU VYAS PATHAK
Balance is the art of managing risk and rewards\"; this art is what fascinates me. I am a insurance advisor with over 5 years of experience in personal lines insurance backed with 3 years of analytics experience, bringing accuracy, communication, creativity, and organization to every challenge I tackle. I’m always curious to learn and grow, and I believe self-excellence is the ultimate goal.Recognized for my ability to communicate ideas effectively and create impactful solutions, I strive to balance innovation with measurable results. Whether it\'s understanding risk, optimizing internal processes, or enhancing customer experience, I work to ensure that every decision delivers value in the personal lines insurance space. I enjoy managing teams and collaborating to explore new innovations, strategies, and ways to improve client outcomes.My optimistic energy fuels my development, and I continuously grow through conversations, knowledge, and new challenges. I have successfully managed and worked within small to mid-sized teams, driving cross-functional objectives and achieving results that matter.Some of my key achievements in the personal lines sector include managing accounts and generating insights for auto, home and renters insurance clients, along with optimizing processes to reduce costs and improve customer satisfaction.One for all, all for one; that’s how goals are achieved!Competencies: requirements gathering & analysis, EPIC, Applied NET, enterprise implementations, UAT, KPI dashboards/scorecards, project management, risk management, policy management, team leadership, digital solutions in insurance, data mining (ETL), omni-channel strategies, agile methodology, customer experience, MS Office suite, SAS, MS SQL, C/C++, VB.NET.
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