Daniel So Email & Phone Number

Alexandria, Virginia, Us

Salisbury, Md, Us

Alexandria, Virginia, Us

-Managed and oversaw the handling of all claims/litigated cases including General Liability, Auto, Workers Compensation, Property, and Management Liability.-Provided risk consultation and guidance to all levels of management.-Oversaw efficient usage of RMIS to streamline the risk program and utilize data capturing to monitor loss trends and identifying opportunities to mitigate or prevent reoccurrence.-Provided contractual review of insurance requirements and indemnity language to ensure that assets are protected, and risks are transferred effectively.-Led the development of the workplace safety program: safety policy/handbook, root cause analysis, corrective action and field risk assessments.

-Currently licensed in the state of FL (2-15) - Health, Life & Variable Annuity and also hold non-resident licenses in 25 other states.-Partnered with top "A" rated carriers including United Healthcare, Health Insurance Innovations, Cigna, Blue Cross Blue Shield, and National General Insurance company. -Successful in cross-selling various products such as major medical, short-term health, hospital indemnity, and ancillary/supplemental products. -Provided remarkable customer service with a high level of integrity to build rapport and maintain long-lasting relationships with individuals, families, self-employed, and business owner clients.

Falls Church, Va, Us

-Developed and maintained relationships with insurance brokers, underwriters, claims adjusters, internal staff, and subcontractors to effectively mitigate risks.-Administered all claims (General Liability, Workers Compensation, Business Auto Liability, Property/Builders Risk, Professional/Pollution Liability, and Management Liability) under large deductible program.-Oversaw development of in-house claims management system to successfully improve claims handling and reporting.-Reduced the number of open claims by 50%, which decreased annual losses by $350,000.-Assisted Director of Insurance in placement and renewal negotiations of corporate insurance program consisting of an excess of $2 million in premiums.-Designed and prepared claims analysis, premium allocation, and insurance summary reports to Director of Insurance and Director of Safety with risk control strategies.-Designed OSHA statistics analysis and managed OSHA 300 logs.-Assisted Director of Insurance with administration of Subcontractor Default Insurance (SDI), Contractor Controlled Insurance Program (CCIP), and Owner Controlled Insurance Program (OCIP).-Provided communications and strategic planning for insurance program recommendations and initiatives.

Chicago, Illinois, Us

-Partnered with healthcare segment underwriters to establish support needs for new and renewal policies.-Underwrote policies by evaluating applicant’s exposures, financials, and potential risks.-Analyzed account specific information and summarized findings for the underwriters review to include: loss information, description of operations, financials, and risk control reports.-Researched and provided underwriting analysis of account information to ensure overall regulatory compliance.-Prepared underwriting/pricing exhibits to include: updated exposures, rating/pricing worksheets, and updated account information.-Managed account documentation and ensured file completeness and quality to include: correspondence, proposals, agreement letters, endorsements, and cancellations.

London, Gb

-Provided underwriting services for Directors and Officers, Fiduciary, Crime, and Employee Practices Liability Insurance on The Hartford, CNA, and Arch paper.-Underwrote policies by evaluating applicants’ exposures, financials, and potential risks.-Provided technical expertise to manage medium to high complexity accounts.-Developed competency on coverages (common forms, exclusions, and enhancement endorsements).-Utilized basic negotiation skills for the brokerage process.-Corresponded with insured’s and brokers to update and encourage renewal of policies.-Worked with multiple insurance carriers in the market to provide coverage when it was not available through The Hartford, CNA, and Arch.-Reviewed and updated policies throughout the year with the goal to retain profitable business.

Us

-Reviewed policy languages for Maryland, Virginia, D.C., and Delaware auto claims to determine the full extent of the company’s exposure.-Investigated, evaluated, and made liability decisions in accordance with state rules of the road and company policies and procedures.-Interacted daily with a diverse group of members, customers, insurance companies, and body shops to provide an “On Your Side” experience.-Successfully worked both independently and as part of a team to exceed company goals and expectations.