Summary
Overview
Work History
Education
Skills
Timeline
Generic

Coco Zhang

Summary

7+ years of experience across brokerage and underwriting
- Proven ability to support profitable books of business
- Dedicated to continuous growth in commercial underwriting

- Professional with growing expertise in commercial insurance underwriting.

- Skilled in risk assessment, policy analysis, and broker relationship management.

- Strong focus on team collaboration and achieving results.

- Reliable and adaptable to changing needs.

- Known for analytical thinking, problem-solving, and effective communication.

Overview

7
7
years of professional experience

Work History

Commercial Lines Underwriter

Premier Canada
08.2022 - Current
  • Evaluated risk factors for commercial insurance applications to determine coverage eligibility
  • Applied accurate pricing standards to meet business needs and customer requirements.
  • Collaborated with brokers and agents, fostering strong relationships for increased business opportunities.
  • Collaborated with agents to provide tailored insurance solutions and enhance client satisfaction
  • Provided technical expertise and mentoring to junior underwriting staff.
  • Managed complex accounts with professionalism, successfully navigating challenging negotiations with clients and brokers.

Insurance Advisor

HUB International Limited
01.2022 - 07.2022
  • Advised clients on insurance options, ensuring coverage met diverse needs.
  • Analyzed client profiles to recommend suitable insurance products and services.
  • Facilitated policy renewals and adjustments, enhancing client satisfaction and retention.
  • Educated clients on claims processes, improving understanding and compliance.

Insurance Agent

Westland Insurance Group
07.2018 - 01.2022
  • Developed tailored insurance solutions to meet client needs and enhance satisfaction.
  • Conducted thorough risk assessments to identify coverage gaps and recommend appropriate policies.
  • Managed client portfolios, ensuring timely renewals and compliance with policy requirements.


Education

CIP Designation

CAIB Designation

Skills

    Commercial Lines Underwriting (Property & Liability)

    - MGA & Direct Market Experience
    - Risk Evaluation & Coverage Recommendations
    - Broker Relationship Management

    - Underwriting Guidelines & Risk Appetite Alignment
    - Communication & Negotiation Skills

Timeline

Commercial Lines Underwriter

Premier Canada
08.2022 - Current

Insurance Advisor

HUB International Limited
01.2022 - 07.2022

Insurance Agent

Westland Insurance Group
07.2018 - 01.2022

CIP Designation

CAIB Designation
Coco Zhang