Sapna Vaghela

Collaborates across Management Risk to draft MRC V3 slips, prepares accurate mid‑term adjustment endorsements, and mentors junior brokers while using PPL NextGen and Crystal+ to ensure compliant placements and tax analysis.

Supported Asset Management brokers by drafting policy wordings, slips and MTAs, managed Xchanging interactions and reporting, and trained a Broker Support Technician while contributing to the Velonetic Blueprint project.

Processed renewals and new business for Professional Indemnity policies using Risk Manager, produced quotations to confirmation of cover, managed claims prints, and created MRC slips and MTAs for upload to PPL.

Supported reception classroom teachers by assisting children with daily activities and learning, contributing to a safe and structured educational environment.

Handled new and renewal Professional Indemnity and D&O policies, migrated client data to new systems, liaised with underwriters and claims, and processed MTAs and premium debit notes using PPL.

Managed Financial Institutions risks for the London market, handling renewals and new business end‑to‑end, liaising with Howden Israel and underwriters, and taking full responsibility for a book of renewals.

Focused on Professional Indemnity for wholesale brokers, managing policies from renewal invitations to documentation, handling treasury and sanctions searches, and growing responsibility for larger premium risks.

Managed day‑to‑day family business operations including staff supervision, stock control, supplier negotiations and cash flow management, improving profit margins through supplier changes and pricing adjustments.

Handled commercial client policies including trailer, physiotherapy and motor trade insurance by processing renewals, obtaining insurer quotations and delivering policy documents within deadlines.

Provided administrative support within the Professional Indemnity segment, maintained client files, coordinated meetings between clients and underwriters, and assisted with renewal processes during peak periods.

Delivered customer-focused service, assisted in the dispensary under pharmacist instruction, managed stock reconciliation, merchandising and cash handling including opening/closing duties.

Completed A Levels including French (C- AS Level), ICT (C), Biology (C) and Chemistry (E).

Completed 5 GCSEs at grades A–C including Mathematics, English and French.