Summary
Overview
Work History
Education
Accomplishments
Timeline
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Can Liu

Oakville,ON

Summary

  • Highly motivated and detail-oriented insurance professional with five years' underwriting experience in Property and Casualty industry and six years' direct customer service experience in various industries. Bachelor of Arts in economics major and business management minor. Actively pursuing CIP designation (7 courses completed).
  • Highly proficient in Microsoft office including Word, Excel, Outlook and PowerPoint. Strong skills in multitasking, problem-solving, communication, analysis and client relationship management. Highly Adaptable to fast-paced environment.

Overview

9
9
years of professional experience

Work History

Junior Underwriter

Modern Specialty Insurance
10.2023 - Current
  • Modern specialty insurance is an MGA specialized in specialty insurance. My underwriting concentration is on commercial fleet.
  • Responsibilities include processing endorsements, quoting and evaluating new business, communicating with brokers and supporting claim department.

Underwriting Assistant

Ping An Insurance Group
01.2021 - 04.2023
  • Ping An Group, a Fortune Global 500 corporation, is one of the three largest integrated financial groups in China. As the major business stream within the corporation, Ping An Insurance Group offers life, health, pension, and property and casualty insurance services.
  • My responsibility was to assist the underwriter in personal property and causality on evaluating and processing endorsements and new application, providing educational coaching to new brokers on insurance products, general office administrative duties, data compilation and analysis.
  • Awarded the best new employee in 2021 for excellent performance on liaison with brokers and underwriting support.

Business Operations Support

Wawanesa Mutual Insurance
07.2019 - 10.2020
  • Regular Responsibilities include assisting underwriting departments in Maritime, Ontario, and Alberta with processing brokers' requests to amend and issue insurance policies on personal autos and properties.
  • Took on special projects including evaluating, processing, and issuing new insurance applications on commercial farms in Alberta, personal properties, and autos in Ontario after eight months of employment.

Agency Administrator

Minuk Insurance Agency
03.2018 - 12.2018
  • Minuk Agency is an independent agency of managing general agents.
  • Responsibilities include Supporting the president and three senior partners by managing daily routines in the office, communicating with clients to process their requests on investments and insurances, preparing paperwork, managing daily agendas, generating account summaries, insurance quotes and commission reports for consultants.
  • Managed an organized and highly efficient office when the president was away.

Consultant Assistant

Investors Group
08.2016 - 10.2017
  • Provided one-on-one support to the consultant on database management, agenda arrangement, event organization, sales coaching, volunteer training, bookkeeping, client relationship management, stakeholders coordination, research and analysis.
  • Conducted research on the target markets and organized events based on the analysis to attract 60% more new leads and increase the conversion rate by 45% over the previous year
  • Conducted research on the insurance products from competitor companies and SWOT analysis to advise consultant on appropriate client pitches.
  • Reviewed the results of events and composition of new clients every quarter to adjust future strategies and increase the conversion rate by 10-15% for the next quarter.
  • Coordinated with internal departments and external organizations for sponsorship to control the actual events expense 10%-15% less than budgeted expense.
  • Tracked all the work-related expenses and advised consultant on solutions to reduce possible expenses
  • Followed up with existing clients regularly to increase the retention rate by 40% over previous year
  • Helped the consultant grow $1.5 million more in new investments and 50% more new business in insurance.

Sales Assistant

Mcphillips Auto
11.2015 - 07.2016
  • Supported sales manager by managing daily agenda, managing inventory database, processing daily transactions, daily bookkeeping, organizing sales events, assisting customers with after-sale procedures and paperwork.
  • Developed lean workflow system to coordinate with service department and external safety partner to improve the efficiency within the company.
  • Managed inventory listing on different online platforms accordingly to increase 40% more exposure to potential customers and reduce the average sales cycle length.
  • Collected feedback from potential customers to suggest owner and sales manager on which cars to bid each week to improve the overall revenue.

Education

Bachelor of Arts - Economics

University of Manitoba
Winnipeg, MB
08.2015

Accomplishments

  • Solely support the senior underwriters in new business division to reduce the overall quote turnover days from 3-5 days to 1-2 days while multitasking on processing endorsements and supporting claim department on daily basis when working as junior underwriters in Modern Specialty Insurance.
  • Assisted underwriters in Ontario, Alberta, and Maritime regions on personal and commercial insurance lines to handle 38 requests on average per day from brokers regarding policy amendments and new business with 98.5% accuracy rate when working as business operations support in Wawanesa.
  • Fully Supported the president and three other senior partners simultaneously with minimal supervision on processing clients' requests through multiple lines and regular office administrations including managing agendas, filing, handling phone calls, proofreading communication documents, managing office supplies, mail processing and distribution when working as agency administrator in Minuk Insurance Agency.
  • Helped consultant to attract 60% more new leads, increase the conversion rate of new leads and retention rate of existing clients by 45% and 40% respectively by planning and coordinating regular events to attract new target group and maintaining excellent client relationship with existing clients when working as Consultant Assistant in Investors Group.

Timeline

Junior Underwriter

Modern Specialty Insurance
10.2023 - Current

Underwriting Assistant

Ping An Insurance Group
01.2021 - 04.2023

Business Operations Support

Wawanesa Mutual Insurance
07.2019 - 10.2020

Agency Administrator

Minuk Insurance Agency
03.2018 - 12.2018

Consultant Assistant

Investors Group
08.2016 - 10.2017

Sales Assistant

Mcphillips Auto
11.2015 - 07.2016

Bachelor of Arts - Economics

University of Manitoba

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Can Liu