Lin Zheng
Vancouver,BC
Summary
BCIT graduate in General Insurance and Risk Management with five years of experience in the insurance industry.
Proven ability to manage risk and deliver effective insurance solutions.
Strong analytical skills and commitment to professional development.
Holds CIP designation
Awaiting ACIP certification.
Overview
6
6
years of professional experience
Work History
Account Executive
Westland Insurance (aka Front Row Insurance)
Vancouver, BC
01.2023 - Current
- Resolved client inquiries and concerns promptly, ensuring high satisfaction levels throughout service.
- Maintained strong client-first approach during claims process with clear communication and timely follow-up.
- Managed all client servicing aspects, including renewals, policy updates, endorsements, and cancellations.
- Oversaw accounts receivable to ensure timely collections and monitored outstanding balances.
- Prepared detailed insurance proposals and quotes aligned with client needs and coverage objectives.
- Collaborated with underwriters to secure competitive quotes and negotiate favorable renewal terms.
- Conducted needs analysis to assist clients in obtaining optimal coverage at best value.
- Provided real-time support via live chat for online policy platform, facilitating smooth application processes.
Commercial Line Assistant
Shephard Ashmore Insurance
Vancouver, BC
10.2021 - 01.2023
- Identified, evaluated and addressed customer inquiries regarding insurance coverage.
- Prepare Proposals
- Processing New Policy, Endorsements, Cancellation, certificates and cancellation
- Following up with company on outstanding policies, endorsements or other documentation
Client Service Representative
Pemberton Insurance Corporation
Vancouver, BC
10.2019 - 08.2021
- Prepare proposals
- Check the accuracy of policies and endorsement
- Review and prioritize all assigned task on a daily basis including company mail, emails, abeyances/activities Maintain accuracy of electronic files
- Perform other specific duties and projects as assigned by management
- Processing of New & Renewal documents, including cover note, insurance summaries, certificates of insurance, statement of value, cancellations and endorsement request
- Processing of letter, invoices & finance contracts
Issuing Lloyd's polices - Assisting with online company quotations
- Processing of endorsements including calculating premiums and issuing paper work
- Following up with company on outstanding policies, endorsements or other documentation
- Liaison with insurance companies representatives
- Update renewal lists
- Filling, pulling of mail and file management
Education
Diploma - General Insurance And Risk Management of Technology
British Columbia Institute of Technology
Burnaby, BC05.2019
Skills
- Time Managing
- Problem-solving
- Languages: English and Mandarin
- Attention to detail
- Service management
- Client relationship building
Languages
English
Professional
Chinese (Mandarin)
Professional
Timeline
Account Executive
Westland Insurance (aka Front Row Insurance)
01.2023 - Current
Commercial Line Assistant
Shephard Ashmore Insurance
10.2021 - 01.2023
Client Service Representative
Pemberton Insurance Corporation
10.2019 - 08.2021
Diploma - General Insurance And Risk Management of Technology
British Columbia Institute of Technology
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