Annie Shi
Toronto,ON
Summary
Enthusiastic Insurance underwriter eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of risk management and training in underwriting. Motivated to learn, grow and excel in the industry.
Hands-on training in risk management, data analysis and underwriting processes and procedures. Highly organized with ability to handle large workloads.
Overview
15
15
years of professional experience
Work History
Financial Products Underwriter
Great American Insurance Group
10.2017 - Current
- Analyzed new business submissions, including verifying eligibility, assigning classifications, rating, pricing, loss history analysis as well as proposal preparation and provided detailed policy issuance instructions to underwriting assistants.
- Reviewed renewal loss runs annually, addressing any frequency and/or severity concerns and improving profitability.
- Reviewed renewals to be sure company pricing and retention goals were met or exceeded.
- Calculated group and individual renewal rates based on customers background, industry and demographic information.
- Monitored underwriting teams performance and provided mentoring to achieve personal and department production goals.
- Met with clients, agents and brokers to negotiate coverage, price and service delivery.
- Provided excellent customer service by building and maintaining strong professional relationships with all internal and external customers including brokers and sales executives.
- Trained incoming underwriting associates in coverage forms and systems.
- Maintained new business and renewal logs, compiled reports weekly.
Underwriting Technician
Great American Insurance Group
05.2012 - 10.2017
- Ensured policy transactions such as quotes, binders, policies and midterms were processed and issued timely and all changes documented and recorded accurately.
- Analyzed applications and screened reports policies and forms for specific details as required.
- Generate new business through customer and web-based referrals and timely communication and response.
- Assisted in resolving billing issues, policy status, and explaining new processes or company products.
- Communicate with brokers to obtain additional information to facilitate processing of transactions.
- Uploaded and recorded monthly management reports that reconciled policy premium discrepancies.
- Tracked the status of new and renewed business accounts.
- Participate in industry events and conferences to present promotional materials and meet with potential customers to discuss products and services.
Program coordinator
07.2010 - 04.2012
- Consumer Research Centre Toronto, ON.
- Program surveys, organize and coordinate online medical and consumer studies.
- Create and manage daily/monthly spreadsheets.
- Database Management: Create data files, enter and update information in database.
- Administrative duties– faxing, emailing and photocopying.
- Recruit and interview respondents for focus groups.
- Ensure they are a good fit for research studies.
- Direct phone calls, take messages, photocopy documents.
- Greet visitors, keep office neat and tidy.
- Oversee recording of focus groups.
Education
Diploma - General Studies, Psychology
Lethbridge College
Lethbridge, AB04.2009
Diploma - Business, Accounting
Lethbridge College
Lethbridge, AB04.2011
RPLU Designation -
PROFESSIONAL LIABILITY UNDERWRITING SOCIETY
12.2020
CIP
INSURANCE INSTITUTE
In Progress2019
Skills
- Risk management
- Policy renewal
- Policy quoting and pricing
- Business Development
- Loss protection
- Policy Development
- Customer Service
- Project Management
- Multitasking abilities
- Good listening skills
- Data management
- Detail-oriented
Timeline
Financial Products Underwriter
Great American Insurance Group
10.2017 - Current
Underwriting Technician
Great American Insurance Group
05.2012 - 10.2017
Program coordinator
07.2010 - 04.2012
Diploma - General Studies, Psychology
Lethbridge College
Diploma - Business, Accounting
Lethbridge College
RPLU Designation -
PROFESSIONAL LIABILITY UNDERWRITING SOCIETY
CIP
INSURANCE INSTITUTE
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