Sylvia Lee, Ribo, Caib, Cip Email & Phone Number

Toronto, Ontario, Canada

-Delivering comprehensive insurance advisory, risk management and consulting services to Commercial Real Estate clients, Asset Managers, Investors, Developers, Private Equity - operational risk and construction related transactions in North America, ensuring strict compliance with financing contracts- Conducting thorough client insurance reviews, analyzing loan-specific risks, and communicating potential exposures while recommending effective risk management strategies-Providing strategic advice to lenders on potential impact of insurance deficiencies and offered proactive solutions to mitigate risk and generating detailed reports

Toronto, Canada Area

-Managed a diverse commercial lines insurance portfolio, optimizing coverage, and implemented risk mitigation strategies that resulted in a reduction in clients' exposure to potential risks-Fostered strong client relationships by serving as a key liaison between clients, underwriters and claims adjuster fostering strong relationships-Evaluated client business operations, recommended appropriate coverage, and maintained a high client retention rate through exceptional service and proactive risk management solutions-Successfully negotiated with underwriters to secure favorable terms, ensuring cost-effective and comprehensive policies aligned with client needs. Oversaw the renewal process, including policy reviews, negotiation, and coverage continuity-Streamlined policy administration processes, reducing errors and enhancing operational efficiency-Demonstrated proficiency in claims management, achieving satisfactory resolutions for clients while minimizing financial impact-Identified upselling opportunities and recommended suitable insurance products to meet evolving needs-Conducted seminars to enhance client understanding of insurance matters, including changes in regulations and policy terms-Provided mentorship to junior staff, reduced processing time for insurance documents

Toronto, Ontario, Canada

-Managed a commercial lines portfolio, responded to inquiries, promptly and providing information on policies, coverage and billing issues-Collaborated with underwriters to obtain quotes, prepared and presented insurance proposals to clients, explained coverages and terms-Assisted in the administration of policies, including processing endorsements, renewals and cancellations-Maintained organized records of client interactions, policy changes and interactions, updated the computer systems, ensured compliance with documentation requirements-Assisted clients in the claims process, facilitating understanding of the steps involved-Conducted periodic reviews of client insurance policies, identified opportunities for upselling or cross-selling additional coverage-Contributed to the renewal management process, including gathering renewal information, preparing Certificates of Insurance and communicating with clients about policy changes or updates-Collaborated with team members, underwriters to provide comprehensive and efficient service to clients

Education record

Education record

Education record