Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

SHANNON BHAGWANDEEN

Tunapuna

Summary

Experienced finance and business analysis professional with 5+ years of expertise in business finance, data analysis, client relationship management, and process optimization. Proficient in converting complex data into actionable insights for strategic decision-making and measurable outcomes. Recognized for keen attention to detail, analytical mindset, proactive collaboration, leadership skills, and commitment to improving operational efficiency and driving business growth. Seeking to leverage solid business analysis skills to provide impactful, data-driven solutions in fast-paced, results-driven environments.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Senior Account Executive

Genesis Insurance Brokers & Benefits Consultants Limited
01.2023 - Current
  • Driving high-impact corporate account management initiatives by leading cross-functional teams and managing key accounts valued at over USD (X).
  • Delivered tailored solutions and exceptional service to multinational clients, significantly enhancing overall business performance and client satisfaction.
  • Led the development of dynamic dashboards and detailed reports, improving client visibility into performance metrics and enabling data-driven decision-making.
  • Facilitated strategic alignment between clients, management, and external partners, resulting in improved expectations and stronger business outcomes.
  • Designed and implemented standardized processes that increased operational efficiency and streamlined client account management.
  • Mentored junior account executives, fostering a positive work environment and encouraging professional growth.

Client Solutions Manager

Gallagher Brokers Insurance
01.2019 - 01.2023
  • Led client relationship management initiatives, ensuring satisfaction and retention.
  • Analyzed complex datasets to identify trends and opportunities for improving sales performance.
  • Managed the CUNA family indemnity plan, ensuring compliance and client satisfaction.
  • Prepared comprehensive market reviews to offer clients enhanced benefit options.
  • Produced monthly production reports for senior management to inform strategic decisions.
  • Utilized advanced Excel skills to track renewals and manage account executive schedules.

Project Support -Intern

Pan American Life Insurance
01.2018 - 12.2018

· Organized and streamlined data for executive-level projects enhancing operational efficiency.

· Supported the Vice President in a data organization project, ensuring accuracy and accessibility of information.

  • Worked effectively in fast-paced environments.

Education

Bachelor of Science - Actuarial Science

University of The West Indies
St Augustine, Trinidad
01.2019

CAPE

Naparina Girls College
San Fernando
01.2014

ASJA Girls College
San Fernando
01.2012

Skills

  • Data-driven decision making
  • Client engagement strategies
  • Excel data analysis
  • Process Optimization
  • Leadership and Teamwork
  • Time management
  • Interpersonal Communication

Certification

  • Data Science, Business Analytics, and Financial Decision Making - Arthur Lok Jack Global School of Business
  • State Licensing Insurance — Trinidad and Tobago Insurance Institute (TTII)

Timeline

Senior Account Executive

Genesis Insurance Brokers & Benefits Consultants Limited
01.2023 - Current

Client Solutions Manager

Gallagher Brokers Insurance
01.2019 - 01.2023

Project Support -Intern

Pan American Life Insurance
01.2018 - 12.2018

Bachelor of Science - Actuarial Science

University of The West Indies

CAPE

Naparina Girls College

ASJA Girls College
SHANNON BHAGWANDEEN