Mayank Joshi
@mayankjoshi3
Insurance operations professional at TD Insurance who ran an outbound pilot and reported findings from a test-and-learn project.
IndiaWhat I'm looking for
At TD Insurance (TD Bank Group), I served as a compliance and customer LEI survey subject matter expert in a regulated environment. I also ran an outbound pilot using customer account information to identify and contact customers who lacked certain coverage or had declined a service.
I took part in a sandbox test-and-learn project, documenting findings and reporting results to the team. As a licensed insurance advisor, I handled quotes, sales, and renewals, and supported quality through call shadowing for new joiners.
Experience
Work history, roles, and key accomplishments
Insurance Advisor
TD Insurance
Feb 2022 - May 2025 (3 years 3 months)
Acted as a subject matter expert for compliance and customer surveys, ran an outbound pilot project, and supported quality through call shadowing. Advised clients on quotes, sales, and renewals while meeting quality, SLA, and KPI standards.
Education
Degrees, certifications, and relevant coursework
Centennial College
Postgraduate Diploma, International Business Management
2020 - 2021
Postgraduate Diploma in International Business Management from Centennial College, Toronto, Canada, completed from 2020 to 2021.
Centennial College
Postgraduate Diploma, Construction Project Management
2019 - 2020
Postgraduate Diploma in Construction Project Management from Centennial College, Toronto, Canada, completed from 2019 to 2020.
Rajiv Gandhi Proudyogiki Vishwavidyalaya
Bachelor of Civil Engineering, Civil Engineering
2013 - 2017
Bachelor of Civil Engineering from Rajiv Gandhi Proudyogiki Vishwavidyalaya, India, completed from 2013 to 2017.
Availability
Location
IndiaAuthorized to work in
Salary expectations
Social media
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