Oskar Janik

- Designed and maintained portfolio dashboards for investment fund European and Worldwide private equity clients, integrating project and financial data in cooperation with AMATS Data & Analytics,
- Compiled and validated data from multiple sources (data rooms, MAGIC reports) covering project status, fees, savings, and conversions, renewal spreadsheets
- Reviewed insurance policies, risk profiles, and loss data; prepared summaries in standardized formats for advisory teams
- Created visual data summaries, client presentations, training materials, and proposal documents.
- Collaborated with cross-regional teams (London, Belgium, Poland) to support project execution and data exchange

- Providing support in compiling due diligence reports and obtaining information from electronic data rooms.
- Familiarising oneself with basic information and summarising the target business activity
- Reviewing insurance policies and summarising current insurance arrangements in a pre-agreed report format
- Reviewing and summarising loss information
- Collecting risk profile data from multiple sources and tracking required information
- Generating graphical representations of data
- Assisting in coordinating Aon's internal resources across different practices and geographies
- Assisting in managing programme placement post-close and compiling documents and presentations.

• Identified and resolved problems through root cause analysis and research.
• Validated results and performed quality assurance to assess accuracy of data.
• Helped improve operations by showing clear connection between current policies and business results.
• Researched and recommended process improvements designed to mitigate operational and financial risk.

• Implementation of projects commissioned by clients based on the arrangements that are key points for the selected structure of entity
• Verifying compliance of prepared projects based on the entity strategy, plans and activities in the field of risk management,
• Identification of areas requiring improvement within legal entity processes and audit restrictions,
• Development of relationships with other departments of the company,
• Support in developing new business proposals and solutions in cooperation with other departments of the company

• Provided primary customer support to internal and external customers.
• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Followed up with customers about resolved issues to maintain high standards of customer service.
• Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
• Answered customer telephone calls promptly to avoid on-hold wait times..
• Clarified customer issues and determined root cause of problems to resolve product or service complaints.

• Educated customers on promotions to enhance sales.
• Regularly exceeded daily sales and product add-on quotas.
• Cultivated customer loyalty, promoted repeat customers and improved sales.
• Offered advice and assistance to customers, paying attention to special needs or wants.
• Answered customer telephone calls promptly to avoid on-hold wait times.