Nathan Jo
Los Angeles,CA
Overview
17
17
years of professional experience
Work History
P&C Division / Associate Senior Account Executive
CAL-KOR Insurance Services
Los Angeles
06.2015 - Current
- Managed and serviced new and existing middle market accounts, conducting client meetings to gather information, present proposals, and discuss coverage needs.
- Conducted extensive market research to develop competitive pricing strategies.
- Managed endorsements, policies, audits, certificates, and binders of insurance.
- Monitored claims for clients, reporting back to carriers and conducting follow-ups with clients.
- Prepared presentations for clients regarding new products or services offered.
- Provided sales and underwriting training for newly hired agents and staff.
- Attended company and industry events to network with potential customers and generate leads.
Commercial Lines Account Manager
ISU Chun-Ha Insurance / Hub International
Garden Grove
05.2012 - 04.2015
- Managed and maintained existing accounts by actively contacting clients to collect necessary information for quoting purposes, presenting proposals, and discussing coverage requirements
- Negotiated terms and conditions on behalf of clients with carriers.
- Managed the processing of insurance endorsements, policies, certificates, and binders.
- Assisted clients with completing claim requests, facilitated prompt response from carriers and followed up with claim status.
- Audited client accounts to ensure compliance with carrier requirements.
Commercial Lines Associate Account Manager
City Insurance Services / Hub International
Los Angeles
08.2007 - 02.2011
- Developed appropriate quotes based on risk information.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Communicated with delinquent policy account holders to provide guidance on payment methods, preventing delinquencies.
- Maintained accurate records of client accounts, including policy documents, endorsements and invoices.
Education
Bachelor of Arts - Sociology
University of California, Riverside
12.2007
Skills
- California Fire and Casualty Broker - Agent Licensed
- California Accident and Health, and Life Licensed
- Bilingual (English and Korean)
- Proficient in Microsoft software (Word, Excel, and PowerPoint)
- Able to use agency Management system - AMS360
Timeline
P&C Division / Associate Senior Account Executive
CAL-KOR Insurance Services
06.2015 - Current
Commercial Lines Account Manager
ISU Chun-Ha Insurance / Hub International
05.2012 - 04.2015
Commercial Lines Associate Account Manager
City Insurance Services / Hub International
08.2007 - 02.2011
Bachelor of Arts - Sociology
University of California, Riverside
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