Gaurav Kumar

Gaurav Kumar

Claims Representative @ Co-operators

About

I am a passionate investment enthusiast with over 10 years of personal trading experience in equities and options across Indian and North American markets. My journey has given me firsthand insights into market behavior, trading psychology, and disciplined risk management. Professionally, I currently serve clients at Co-operators while pursuing the CFA Level 1 designation to formalize my investment knowledge and transition into an Investment Analyst role. My past entrepreneurial venture, "Learn Daily Finance," aimed to make financial education accessible to beginners, reflecting my strong belief in continuous learning and helping others understand finance. Currently pursuing CFA Level 1 (Exam Date: August 2025) to formalize investment knowledge and transition into a professional Investment Analyst or Buy-Side Research role. I am now seeking to leverage my personal investment experience and client-centric mindset into a long-term career in portfolio management, asset management, or equity research.

Country

Canada

City

Toronto

Industry

Financial Services

Skill

Policy Interpretation, Auto Claims, Investment Portfolios, Market Research, Financial Statements, Trading, Equities, Asset Allocation, Technical Analysis, Fundamental Analysis, Futures and Options (F&O), Investment Management, Portfolio Management, Equity Research, Derivatives, Investing, Financial Markets, Attention to Detail, Due Diligence, Financial Analysis

Experience

Co-operators

Claims Representative

Co-operators

LinkedIn
2026-4 - Present · 6 mos

Ontario, Canada

Co-operators

Claims Service Representative

Co-operators

LinkedIn
2024-11 - Present · 1 yr 11 mos

Mississauga, ON

Taking intake calls, completing first notice of loss FNOL, Investigate circumstances surrounding insurance claims to determine validity of claim Investigating, explaining coverage. Collaborating with vendors and government officials to support settlement of the loss. Providing exceptional client service in accordance with our claims service and quality standards, with the view of enabling the organization to be the industry leader in client engagement. Taking statements and consult with claimants, accident witnesses, doctors and other relevant individuals and examine records or reports.

Personal Portfolio

Independent Trader

Personal Portfolio

2015-7 - Present · 11 yrs 3 mos

Toronto, Ontario, Canada

Independently managed a diversified personal investment portfolio across equities, options, and ETFs, applying principles of equity research, fundamental analysis, and technical analysis. Executed long and short strategies in equities, and performed options trading strategies including buying and writing calls and puts, focusing on risk-adjusted returns. Developed and maintained financial models, conducted valuation analysis (P/E, EV/EBITDA, DuPont Analysis, DCF basics) and monitored macroeconomic indicators to inform trading strategies. Designed and executed risk management frameworks, including position sizing, stop-loss mechanisms, and portfolio diversification techniques. Founded and operated a personal finance education platform ("Learn Daily Finance"), creating content focused on investment literacy, personal finance, and portfolio management fundamentals (2020–2022). Gained practical experience navigating multiple market cycles, emphasizing capital preservation, volatility management, and emotional discipline.

Sutherland

Customer Service Specialist

Sutherland

LinkedIn
2024-8 - 2024-11 · 4 mos

Ontario, Canada

Communicate electronically and in person with computer users experiencing difficulties to determine and document problems experienced Reproduce, diagnose and resolve technical problems encountered by users Provide business systems, network and Internet support to users in response to identified difficulties Process customer requests efficiently, including cancellations, refunds, and product purchases, ensuring accuracy and adherence to company guidelines. Communicating complex technical information clearly and effectively to customers of all ages, showcasing excellent communication and interpersonal skills. Collaborating with team members to maintain a high-performance environment, contributing to continuous improvement in service quality. Train new hires, share knowledge and best practices to ensure consistent service delivery across the team. Demonstrate empathy and patience in all interactions, particularly with non-technical customers, fostering positive customer relationships.

GroMo

Talent Acquisition Specialist

GroMo

LinkedIn
2022-10 - 2023-6 · 9 mos

Managed the recruitment and onboarding processes, including job posting, screening candidates, conducting interviews, and facilitating new employee orientation.

BASIC Home Loan

Human Resources Team Lead

BASIC Home Loan

LinkedIn
2022-1 - 2022-10 · 10 mos

Administered HR programs and initiatives, such as employee engagement surveys, performance evaluations, and internal and web-based training programs.

BASIC Home Loan

Human Resources Executive

BASIC Home Loan

LinkedIn
2020-12 - 2021-12 · 1 yr 1 mo

Managed the end-to-end recruitment lifecycle, including job description development, candidate pre-screening, interview scheduling, HR rounds, salary negotiations, background checks, and onboarding. Documented and maintained internal HR system processes by creating quick reference guides and training materials, including maintaining employee data in the HRIS System

Policybazaar.com

Insurance Representative

Policybazaar.com

LinkedIn
2019-3 - 2020-6 · 1 yr 4 mos

Gurgaon, Haryana, India

Assisted motor, health, and life insurance customers with their inquiries and concerns, providing personalized and empathetic support in a fast-paced contact center. Engaged proactively with customers during inbound calls, resolving claims inquiries and demonstrating a deep understanding of insurance products and customer needs. Conducted cold calling and outbound sales efforts, successfully selling health, motor, and life insurance plans, averaging 100-150 calls daily using CRM tools. Demonstrated exceptional customer service skills by listening attentively to customer concerns and providing solutions that met their specific needs.

FNP

Visual Merchandiser

FNP

LinkedIn
2018-7 - 2018-11 · 5 mos

New Delhi Area, India

Education

St. Clair College

St. Clair College

LinkedIn

Human resources management

2023-5 - 2024-4 · 1 yr
Maharshi Dayanand University

Maharshi Dayanand University

LinkedIn

Marketing/Marketing Management, General

2015-6 - 2018-6 · 3 yrs 1 mo

Gaurav Kumar's Contact Information

Email

******@***.com

Phone

(**) *** ****

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