Simon Au-Yeung
Garden Grove,CA
Summary
Renewal Account Executive with 6+ years of Experience. Adept in reviewing the insured exposure and risk. Can executes quotes and policies in a timely manner. Outgoing and detail oriented, proficient at building and maintaining professional relationships
Overview
8
8
years of professional experience
Work History
Account Executive
Travelers
03.2022 - Current
- Managed the profitability, growth and retention of an assigned book of business
- Underwrite skillfully negotiation complex customer account to minimize risk and maximize profitability
- Plan and prioritize work activities to achieve desired results within necessary time frames
- Establishes solid relationships with all internal and external business partners.
P&C Underwriter
DB Insurance.
09.2020 - 03.2022
- Determines whether to accept, modify or decline a risk through evaluation of the property's value, location, usage, and safety features, and other information pertinent to the decision
- Contact with field to gather information on which to base and defend underwriting decisions
- Provide training and assistance to new underwriters to assist with performance improvement and developmental opportunities.
P&C Underwriting Manager
Imaco Underwriters.
02.2017 - 09.2020
- Underwrite Multi-Line Insurance Applications by analyzing risk for acceptance, rejection, or need for further evaluation by comparing exposure analysis to company underwriting guidelines
- Complete underwriting file documentation by adhering to established underwriting standard
- Develop broker relationships to increase submission and premium activity.
Education
Finance -
California State University Fullerton
Skills
- Computer Skills
- Sales
- Excel
- Microsoft Office
- Customer Care
- Customer Service
- Pipeline Management
- Staff Management
- Account planning
Timeline
Account Executive
Travelers
03.2022 - Current
P&C Underwriter
DB Insurance.
09.2020 - 03.2022
P&C Underwriting Manager
Imaco Underwriters.
02.2017 - 09.2020
Finance -
California State University Fullerton