Summary
Overview
Work History
Skills
Certification
Timeline
Generic

Coco Zhang

Richmond,Canada

Summary

Experienced Commercial and Personal Lines Insurance Underwriter skilled in evaluating and underwriting policies with thorough risk assessment and appropriate coverage. Leverages strong analytical abilities and industry knowledge to deliver tailored solutions that meet client needs while mitigating potential risks. Proven track record in maintaining high standards of policy management and client relations, contributing to overall business success.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Commercial Line Underwriter

Premier Canada
08.2022 - Current
  • Evaluated applications to determine insurance coverage and appropriate risk classifications.
  • Negotiated terms and conditions of coverage with brokers to acquire maximum profitability.
  • Developed and implemented underwriting policies and procedures, establishing useful and accurate processing of applications.
  • Conducted regular broker visits to strengthen relations and collaborating with brokers to expand business opportunities
  • Collaborated with team members to develop innovative underwriting solutions.

Insurance Advisor

Hub International Limited
01.2022 - 07.2022
  • Provided expert advice on insurance products to clients, ensuring optimal coverage and satisfaction.
  • Developed tailored insurance solutions based on client needs and financial goals.
  • Mentored new insurance advisors, sharing best practices and industry knowledge to enhance team performance.
  • Established long-lasting relationships with clients through proactive communication and exceptional service.

Insurance Agent & Underwriter (Personal Lines)

Westland Insurance Group
07.2018 - 01.2022
  • Assessed insurance application and policies to determine risk exposure and developed customized policies tailored to individual client needs.
  • Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
  • Ensure policies meet company underwriting guidelines and standards.
  • Approved or declined application based on comprehensive risk assessment.
  • Built strong relationships with clients through consistent communication and excellent customer service.

Skills

  • Knowledge of Commercial lines and Personal lines
  • MGA & Direct Market Experience
  • Risk Evaluation & analysis skills
  • Communication & Negotiation stills
  • Broker relationship management
  • Decision-making & Problem-solving

Certification

CAIB Designation


CIP Designation


RPLU Designation( in progress)- Registered Professional Liability Underwriter (US)

Timeline

Commercial Line Underwriter

Premier Canada
08.2022 - Current

Insurance Advisor

Hub International Limited
01.2022 - 07.2022

Insurance Agent & Underwriter (Personal Lines)

Westland Insurance Group
07.2018 - 01.2022

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Coco Zhang