Responsible for over 300 accounts (including mining, construction, tech, life science, non-profit,publicly listed, …) with approximately 600 policies of various insurance types (includingProperty, Cyber, CGL, D&O, …) with successes include:• Establishing diverse marketing strategies for different types of risks to achieve bestinsurance placement result• Building strong relationship with a group of 4 insurers to support 80% of non-standardrisk placements• Minimizing… Show more Responsible for over 300 accounts (including mining, construction, tech, life science, non-profit,publicly listed, …) with approximately 600 policies of various insurance types (includingProperty, Cyber, CGL, D&O, …) with successes include:• Establishing diverse marketing strategies for different types of risks to achieve bestinsurance placement result• Building strong relationship with a group of 4 insurers to support 80% of non-standardrisk placements• Minimizing clarification correspondence with both insurers and insured through detailedsubmissions and thorough review of riskPromote risk management practices to protect balance sheet and organizations’ liability,including contract & indemnity clause review, loss prevention activities, …Comprehensive understanding of insurance process from all perspectives, client-facing, claimsfacing and underwriter-facing; Show less

Responsible for ensuring smooth claim process for all coverages worldwide, includingProfessional Liability, Cyber and General Liability.

Business process improvement initiatives with successes including:• 2-clicks automatic mass Certificates reminder.• 75% reductions in steps required to add new advisors to the Professional Liabilityinsurance program of a top Vancouver financial institution.• Renewal tracking tools to minimize missed renewals;Follow 120-day renewal process;Commit to half-day communication turnaround time to create positive client relationships;Coordinate client information with the… Show more Business process improvement initiatives with successes including:• 2-clicks automatic mass Certificates reminder.• 75% reductions in steps required to add new advisors to the Professional Liabilityinsurance program of a top Vancouver financial institution.• Renewal tracking tools to minimize missed renewals;Follow 120-day renewal process;Commit to half-day communication turnaround time to create positive client relationships;Coordinate client information with the Broking Team to ensure smooth renewal process. Show less

o Prepared up to 30 condo and tenant insurance renewal letter per day as well as cancellation, endorsement letters and other correspondence with customerso Delivered high customer satisfaction by providing friendly, professional and efficient automobile insurance buying experienceo Responsible for logical organization of the brokerage’s filing system

o Type, format, amend contracts, letters and other legal documentso Prepare case study and provide paralegal support to a team of solicitorso Review and analyse large volumes of documentary evidenceo Manage the flow of paperwork & communication with partners