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Kalpana Umarvadia

Kalpana Umarvadia

Assistant Director & Regional Underwriting Officer, National Accounts

Followers of Kalpana Umarvadia1000 followers
location of Kalpana UmarvadiaKing of Prussia, Pennsylvania, United States

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  • Timeline

  • About me

    Retired Executive Leader, Underwriting & Financial Services, MBA in Finance at Marsh & McLennan Agency, LLC Company

  • Education

    • South Gujarat University

      -
      Master of Arts - MA Business/Managerial Economics

    • South Gujarat University

      -
      Bachelor of Education - BEd Economics & Business Mathmatics

    • South Gujarat University

      -
      Bachelor of Arts - BA Development Economics and International Development

    • Thomas Jefferson University

      -
      Master of Business Administration - MBA Finance & International Business

  • Experience

    • Cigna

      Mar 1997 - Apr 2003
      Assistant Director & Regional Underwriting Officer, National Accounts

      Managed $100+M in book of business for National Account cases with 10,000+ lives* Financial analysis for existing and prospective clients and mentor junior underwriters as a subject matter expert* Managed and mentor underwriting staff, successfully managed profit & loss for the designated markets and maintained relations with clients & account/sales team

    • Aon

      Apr 2003 - Feb 2004
      Assistant Vice President

    • Marsh McLennan Agency

      Feb 2004 - Jul 2024

      Retired Review and develop financial strategies & plan designs for Fortune 500 companies with complex and diverse employee benefit programs. Management and control of client risks and losses on block of business as well as lead, coach, mentor and manage team of financial professionals. Recognized as Coach & Subject Matter Expert for Leave, Disability, Life and Accident pricing within Organization.

      • Senior Consultan, Underwriting & Financial Services

        Jul 2023 - Jul 2024

      • Director of Underwriting & Financial Services, MBA in Finance

        Feb 2004 - Jul 2023

  • Licenses & Certifications

    • Accident and Health, Life & Fixed Annuities

      State of Pennsylvania