Summary
Overview
Work History
Education
Skills
Timeline
Generic

Saman Prasanna Kaluthanthrige

Los Angeles

Summary

Highly knowledgeable Insurance Consultant with deep understanding of insurance policies, risk management strategies and claims processes. Demonstrated ability to craft customized solutions based on client needs and financial goals. Strong record of building and maintaining client relationships through exceptional customer service, strategic advice, and problem-solving capabilities. Previous roles contributed significantly to business growth and client retention through provision of sound guidance and diligent follow-up. Resourceful Insurance Consultant known for high productivity and efficient task completion. Specialize in risk assessment, policy customization, and client relationship management. Excel in negotiation, strategic planning, and analytical thinking, ensuring optimal solutions for both clients and providers. Leverage communication skills and empathy to build trust and maintain long-term client relationships.

Overview

2012
2012
years of professional experience

Work History

Senior Project Adminitrator /Senior Analyst

Infotechs Ideas Consulting Pvt.Ltd.
Colombo 00400
03.1998 - 01.2012
  • Organized project documentation and maintained records for compliance purposes.
  • Facilitated team meetings to discuss project progress and address challenges.
  • Streamlined administrative processes to enhance efficiency across projects.
  • Assisted in resource allocation to optimize team performance on projects.
  • Developed project briefs to outline objectives, deliverables, and timelines clearly.
  • Coordinated with internal teams to ensure successful completion of all projects within budget and timeline constraints.
  • Developed processes for tracking time spent on individual tasks and projects and monitored performance against established benchmarks.
  • Generated monthly activity reports summarizing the progress of ongoing projects.
  • Implemented process improvements based on lessons learned from previous projects.
  • Created detailed reports outlining the progress of each project and presented them to senior executives.
  • Conducted regular status updates with team members; documented action items discussed during these meetings.
  • Identified potential risks associated with each task and project; developed mitigation plans accordingly.
  • Organized and facilitated meetings with stakeholders to discuss project objectives and timelines.
  • Developed and implemented strategies for efficient project management, such as scheduling resources, tracking progress, and troubleshooting issues.
  • Acted as a liaison between stakeholders and internal teams to ensure effective communication regarding project goals and deliverables.
  • Modified project plans when needed to better align with organizational objectives.
  • Created project status presentations for delivery to customers or project personnel.
  • Analyzed client data to identify trends and insights for strategic recommendations.
  • Collaborated with team members to develop comprehensive project reports and presentations.
  • Monitored industry developments to inform strategic planning and decision-making efforts.
  • Identified and analyzed industry or geographic trends with business strategy implications.
  • Disseminated information regarding tools, reports or metadata enhancements.
  • Synthesized current business intelligence or trend data to support recommendations for action.

Project Development Executive

Infotechs Pvt.Ltd
Colombo 00400
06.1996 - 07.1998
  • Developed project plans aligning with client requirements and company standards.
  • Coordinated cross-functional teams to ensure project milestones were met efficiently.
  • Analyzed market trends to identify opportunities for new project development.
  • Managed project documentation to maintain compliance with industry regulations.
  • Facilitated meetings to communicate project updates and address stakeholder concerns.
  • Established timelines and budgets for various development initiatives effectively.
  • Implemented process improvements to enhance overall project delivery efficiency.
  • Analyzed customer feedback to determine areas for improvement in future projects.
  • Proposed alternative solutions when facing challenges during development process.
  • Coordinated with vendors to procure necessary materials or services for successful completion of projects.
  • Provided guidance and support to project team members throughout the project lifecycle.
  • Collaborated with stakeholders to define project scope, objectives, deliverables and timelines.
  • Implemented best practices across various departments within the organization related to project management.
  • Conducted research into new technologies that could be utilized in upcoming projects.
  • Created detailed status reports outlining progress of projects, budget utilization, risks and issues.
  • Facilitated knowledge transfer activities among team members for successful transition of completed projects.
  • Monitored project milestones and adjusted schedule as needed based on resources or constraints.
  • Organized and facilitated meetings with cross-functional teams to ensure on-time delivery of projects.
  • Maintained up-to-date documentation on all assigned projects including requirements, specifications, designs, test plans and results.
  • Ensured compliance with internal policies and procedures while managing multiple concurrent projects.
  • Developed and updated project plans to document objectives, technologies, schedules, and funding.
  • Participated in professional development opportunities to stay current with industry trends and technologies.

Forex Investment Consultant

Tokyo Investment
Colombo 00300
06.1994 - 07.1996
  • Analyzed investment portfolios to identify growth opportunities and risk factors.
  • Developed comprehensive financial strategies tailored to client needs and market trends.
  • Communicated investment recommendations effectively to clients and stakeholders.
  • Collaborated with financial analysts to evaluate asset performance and optimize allocations.
  • Conducted client meetings to review portfolio performance and adjust strategies as needed.
  • Researched emerging markets to provide insights on potential investment opportunities.
  • Mentored junior consultants on best practices in client management and financial analysis.
  • Researched new products and services offered by companies in order to recommend suitable investments.
  • Monitored economic indicators to assess market conditions and inform investment decisions.
  • Maintained up-to-date knowledge about relevant tax laws and regulations affecting investments.
  • Identified client financial goals and risk tolerance to recommend products.
  • Monitored markets, economic trends and industry developments to keep abreast of changing conditions.
  • Ensured compliance with applicable laws and regulations governing the investment industry.
  • Advised clients on various options available for buying and selling securities such as stocks, bonds, mutual funds.
  • Analyzed financial statements, cash flow projections and other data to assess potential risks.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Prepared pitch books, briefs, and status reports.
  • Collected company information and developed PowerPoint presentations for use in decision-making.
  • Communicated with existing and prospective clients to identify financial goals and provide recommendations on investment solutions.
  • Recommended strategies to clients to help achieve financial goals.
  • Expertly managed client portfolios to maximize returns and maintain risk tolerances.

Insurance Consultant

Ceylinco Insurance Pvt.Ltd.
Colombo 00100
08.1988 - 07.1994
  • Advised clients on insurance policies and coverage options.
  • Developed tailored insurance plans to meet client needs.
  • Conducted risk assessments to determine appropriate coverage levels.
  • Facilitated claims process by assisting clients with documentation.
  • Educated clients about policy terms and conditions effectively.
  • Collaborated with underwriters to assess risk factors accurately.
  • Resolved client inquiries and concerns in a timely manner.
  • Prepared presentations for prospective customers demonstrating the benefits of specific products or services.
  • Evaluated current market conditions to identify new business opportunities.
  • Created detailed reports outlining risk management strategies and potential savings opportunities.
  • Collaborated with other departments such as sales, marketing and finance teams on cross-functional projects.
  • Organized educational seminars designed to educate customers about different types of insurance policies available.
  • Negotiated with carriers on behalf of clients to secure competitive rates and terms.
  • Leveraged industry trends to shape solutions and approaches.

Project Admintrator

Asian Devepoment Banlk-Skills Development Project
Colombo 01000
  • Completed day-to-day duties accurately and efficiently.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our Project and services.
  • Prioritized and organized tasks to efficiently accomplish service goals.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
  • Conducted comprehensive research and data analysis to support strategic planning and informed decision-making.
  • Utilized various software and tools to streamline processes and optimize performance.

Education

Associate of Science - Project Management

Institute of Project Management
Sri Lanka,Colombo
05-2007

Associate of Arts - Management And Leadership Technics , Methodology

Institute of Leadership
Lions International,Colombo
03-2005

Associate of Science - International Relationship And Deplomacy

Institute of Internation Relationship And Foreign
University Of Colombo
01-2003

Associate of Science - Business Administration And Management

Ceylinco Business Management Institute
Colombo Sri Lanaka
01-1987

Skills

  • Project management
  • Client relationship management
  • Market research
  • Presentation skills
  • Regulatory compliance
  • Data analysis
  • Team collaboration
  • Negotiation tactics
  • Problem solving
  • Strategic planning
  • Hospitality Management
  • Financial analysis
  • Time management
  • Effective communication

Timeline

Senior Project Adminitrator /Senior Analyst

Infotechs Ideas Consulting Pvt.Ltd.
03.1998 - 01.2012

Project Development Executive

Infotechs Pvt.Ltd
06.1996 - 07.1998

Forex Investment Consultant

Tokyo Investment
06.1994 - 07.1996

Insurance Consultant

Ceylinco Insurance Pvt.Ltd.
08.1988 - 07.1994

Project Admintrator

Asian Devepoment Banlk-Skills Development Project

Associate of Science - Project Management

Institute of Project Management

Associate of Arts - Management And Leadership Technics , Methodology

Institute of Leadership

Associate of Science - International Relationship And Deplomacy

Institute of Internation Relationship And Foreign

Associate of Science - Business Administration And Management

Ceylinco Business Management Institute

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