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.
Canada
Toronto
Financial Services
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

Claims Service Representative
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.

Independent Trader
Personal Portfolio
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.

Customer Service Specialist
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.

Human Resources Executive
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

Insurance Representative
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.
Gaurav Kumar's Contact Information
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