Monika Patel-Godfrey

As Underwriting Service Manager, I oversee a team of 13 underwriting support staff ensuring high-quality, efficiency and timely provision of support function to the underwriting teams for Liability, Energy and Environmental. Key responsibilities include leading the support staff, goal setting and monitoring KPI’s. Developing and refining processes to ensure maximum efficiency as necessary. Managing relationships and optimizing workflows to meet service standards. •Led day-to-day underwriting support operations across multiple units, managing workflow to ensure adherence to service level agreements (SLAs), quality standards, and KPI targets. • Mentoring and career development for team members. •Manage the relationship between the underwriting and support teams. •Goal setting and ongoing performance management for the team. • Report production and strategy development with Senior Management.

• Point of contact for onboarding and lifecycle servicing of Canada/U.S. auto book under Zurich’s Multinational Programs (IPZ). • Awarded 2024 Q1 IPZ Rockstar Award and selected as 2025 ADP (Accelerated Developmental Program) candidate. • Facilitated AI-integrated underwriting decisions by collecting structured risk data and leveraging automation tools. • Led end-to-end reinsurance placements supported by data-driven risk analytics and collaborative negotiations. • Delivered underwriting presentations and decision justifications to global clients and partners. • Mentored junior underwriters and optimized process flows to improve service turnaround KPIs. • Identified continuous improvements areas in underwriting workflows to enhance automation and accuracy.

• Supported North American underwriters by processing submissions and renewals using a new underwriting management system. • Played a key role in the AI-powered platform rollout for underwriting, liaising with venders and project teams. • Conducted financial statement analysis and risk scoring for trade credit applications using digital tools. • Trained and coached team members on system adoption, enhancing digital readiness and compliance accuracy.

• Launched a niche insurance consultancy leveraging digital workflows and CRM- based operations.

• Managed municipal clients across Ontario and Nova Scotia, providing tailored cyber and P&C risk solutions. · Prepared commercial submissions, liaised with carriers (domestically and internationally), and executed policy binding digitally. · Participated in operational projects using data tools and reporting systems.

Selected for Kaufman Emerging Leaders Program (KELP), provided with hands-on experience in both Home Office and Branch Office environments, and comprehensive training in the products and contracts of the companies that we represent.

Negotiated with student body-professors, parents in problem solving social and academic problems at York University. Communicated patiently with over forty students while accepting a high influx of complaints Empathized with students to develop confidence by giving them tips to help them academically and socially within their university career. Increased the number of students using services offered by York University; by closing the gap between organizations such as: career center, writing center, and college councils with students by raising awareness through tools provided by REDZone.