Yoonhui Joo

RELEVANT QUALIFICATIONS

• Four years of experience working in personal line insurance
• Six year of experience working in commercial line insurance
• Four years of experience working in administration and management
• Ten + years of experience working in customer service
• RIBO licensed

• Proficient in Microsoft Office / Power Broker / TAM / Compu-Quote / EPIC / Insurance Portal
• Written and spoken English / Korean / Chinese (Mandarin)

• Contact clients and perform all the duties as account manager
• Contact insurance company (underwriter / account & claim department)
• Quote / underwrite / review new business submission
• Review renewal business
• Handle and process all paperwork (quote / application / review documents / cancellations / insurance binder / claim / finance for premium)
• Make / update rate chart for program
• Execution of insurance certificates, binders, proposals, and processing of client documents i.e. endorsements and policies
• Prepare commercial auto insurance quotes using Applied Rating Service
• Contact underwriters for endorsements and maintain / update Summary of Insurance (update as policy changes / additions / deletions and at renewal)
• Update rates / premium histories and premium comparisons; Invoicing
• Track and follow up on policy document & maintaining effective abeyance system
• Organize / check / review policies and request endorsement to insurance companies
• Update claims history (loss run)
• Contact clients and perform all the duties as account manager
• Contact insurance company (underwriting / accounting / claim department)
• Support and assist brokers ( process all paperwork / quoting / preparing application / cancellations / insurance binder / claim / finance for premium)
• Review new business submission for brokers and finding errors and omission and missing documents
• Upload new business and endorsement on portal (gather information and submit memo on TAM and upload on portal)
• Advise and support broker (review new risk and client / company manual / market rule)

Diploma