Tuan Van Nguyen
Orlando,FL
Summary
Dynamic insurance professional with over 25 years of experience in the commercial insurance sector, including 15 years on the carrier side and a decade in retail and brokerage roles. Proven expertise in managing a diverse portfolio of accounts, ranging from small businesses to middle-market and complex large accounts. Skilled in navigating international accounts and reverse flow processes, demonstrating a strong ability to adapt to various market demands and client needs. Committed to delivering exceptional service and strategic solutions that drive business growth and enhance client satisfaction.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Account Executive
Aon
08.2025 - Current
- Small and middle market accounts
- Meet with clients directly for new business and renewal business
- Assist in reviewing and acquiring new business from referrals
- Service existing clients for renewal review, changes thru out the year, daily servicing needs, Certificates, Invoicing , and coverage questions
- Work with MGA/Brokers, carrier UWs for pricing, inquiries on coverages, and other client/insured needs. Use carrier website to retrieve documents and other functions.
- Support all lines for standard markets, niche markets, surplus lines, and specialty lines.
Account Executive
Rosensure
09.2024 - 08.2025
- Small and middle market accounts
- Meet with clients directly for new business and renewal business
- Assist in reviewing and acquiring new business for Rosensure
- Service existing Rosensure clients for renewal review, changes thru out the year, daily servicing needs, Certificates, Invoicing , and coverage questions
- Work with MGA/Brokers, carrier UWs for pricing, inquiries on coverages, and other client/insured needs. Use carrier website to retrieve documents and other functions.
- Support all lines for standard markets, niche markets, surplus lines, and specialty lines.
- Use AMS360 agency management system
Global Senior Account Manager
Lockton
04.2023 - 08.2024
- Global Risk P&C Team
- Service existing clients for Lockton for global exposure, governmental regulations, taxes & fees, renewal review, and new business review
- Service clients/insured directly and internal Lockton team members concerning current coverage inquiries, certificate request, endorsement request, audit inquiries, billing inquiries, cancellations, reinstatements, and general inquiries for Global Risk P&C.
- Process renewals, review and explain pricing concerns, marketing renewal, requesting accords, supplemental applications, and additional information for the renewal process.
- Work with MGA/Brokers, carrier UWs for pricing, inquiries on coverages, and other client/insured needs. Use carrier website to retrieve documents and other functions.
- Support all lines for standard markets, niche markets, surplus lines, and specialty lines. Use Salesforce for tracking and renewing policy lines.
Global Account Manager
IMA Financial Group
07.2021 - 04.2023
- Global Risk P&C Team
- Service existing clients for IMA for global exposure, governmental regulations, taxes & fees, renewal review, and new business review
- Service clients/insured directly and internal IMA team members concerning current coverage inquiries, certificate request, endorsement request, audit inquiries, billing inquiries, cancellations, reinstatements, and general inquiries for Global Risk P&C.
- Process renewals, review and explain pricing concerns, marketing renewal, requesting accords, supplemental applications, and additional information for the renewal process.
- Work with MGA/Brokers, carrier UWs for pricing, inquiries on coverages, and other client/insured needs. Use carrier website to retrieve documents and other functions.
- Support all lines for standard markets, niche markets, surplus lines, and specialty lines. Use EPIC agency management.
Client Manager
WILLIS TOWERS WATSON
04.2017 - 07.2021
- Mergers & Acquisitions Team
- Book of business is with private equity firms
- Service clients/insured directly concerning current coverage inquiries, certificate request, endorsement request, audit inquiries, billing inquiries, cancellations, reinstatements, and general inquiries.
- Process renewals, review and explain pricing concerns, marketing renewal, requesting accords, supplemental applications, and additional information for the renewal process.
- Work with MGA/Brokers, carrier UWs for pricing, inquiries on coverages, and other client/insured needs. Use carrier website to retrieve documents and other functions.
- Support all lines for standard markets, niche markets, surplus lines, and specialty lines. Use EPIC agency management.
UNDERWRITER ASSISTANT
HIIG-CRU
01.2017 - 04.2017
- Service clients/insured directly concerning current coverage inquiries, certificate request, endorsement request, audit inquiries, billing inquiries, cancellations, reinstatements, loss run request, claim processing, and general inquiries.
- Process renewals, review and explain pricing concerns, release renewal quotes, requesting accords, supplemental applications, additional information for the renewal process, and bind renewal quotes.
- Set up new business account, review for missing information, release quotes, bind new business, and any general inquiries.
- Work with Agents/Brokers, UWs for pricing, inquiries on coverages, and other client/insured needs. Support all lines for Pest Control Program (GL, Property, Auto, Excess, WC, and EPLI). Use IMS agency management system.
ACCOUNT MANAGER
RISK ADVISORS OF AMERICA
07.2016 - 12.2016
- Service clients/insured directly concerning current coverage inquiries, certificate request, endorsement request, audit inquiries, billing inquiries, cancellations, reinstatements, and general inquiries.
- Process renewals, review and explain pricing concerns, marketing renewal, requesting accords, supplemental applications, and additional information for the renewal process.
- Work with MGA/Brokers, carrier UWs for pricing, inquiries on coverages, and other client/insured needs. Use carrier website to retrieve documents and other functions.
- Support all lines for standard markets, niche markets (Hotel/ Motel Industry), surplus lines, and specialty lines.
- Use EPIC agency management.
ACCOUNT MANAGER
SIHLE INSURANCE GROUP
05.2016 - 06.2016
- Service clients/insured directly concerning current coverage inquiries, certificate request, endorsement request, audit inquiries, billing inquiries, cancellations, reinstatements, and general inquiries.
- Process renewals, review and explain pricing concerns, marketing renewal, requesting accords, supplemental applications, and additional information for the renewal process.
- Work with MGA/Brokers, carrier UWs for pricing, inquiries on coverages, and other client/insured needs. Use carrier website to retrieve documents and other functions.
- Support all lines for standard markets, niche markets, surplus lines, and specialty lines. Use EPIC agency management.
CLIENT SERVICE SPECIALIST
WILLIS TOWERS WATSON
10.2015 - 04.2016
- Service clients/insured directly concerning current coverage inquiries, certificate request, endorsement request, audit inquiries, billing inquiries, cancellations, reinstatements, and general inquiries.
- Process renewals, review and explain pricing concerns, marketing renewal, requesting accords, supplemental applications, and additional information for the renewal process.
- Work with MGA/Brokers, carrier UWs for pricing, inquiries on coverages, and other client/insured needs. Use carrier website to retrieve documents and other functions.
- Support all lines for standard markets, niche markets, surplus lines, and specialty lines. Use EPIC agency management.
ACCOUNT EXECUTIVE - RENEWAL
PHILADELPHIA INSURANCE COMPANIES
10.2014 - 10.2015
- Assist the underwriting department in the renewal process by requesting renewal applications, gathering additional information when requested by underwriting, and issuing renewal quotes/proposals to the agency.
- Facilitate the renewal process by running reports from PATH. Use the reports to send out renewal application requests in a timely manner, follow-up to the agency after the initial renewal proposal/quote has been issues, and follow-up on binding status of proposals.
- Assist agents with pricing concerns on renewals and negotiate pricing with agents. Bind renewal proposals/quotes and issue binders.
- Enter endorsement quotes to PATH and submit endorsements to NPC. Request rushes on a need by basis. Check for endorsement status and endorsement quote status.
- Process non-renewals or inform agents of non-renewals, pricing increase or coverage changes on renewal business, initiate the BOR process, complete the BOR process, and loss run request.
- Assist agent with questions or concerns about coverage for proposals/quotes and/or questions on current policies in force, billing status, and other general inquiries.
SENIOR CUSTOMER SERVICE REPRESENTATIVE
CNA COMMERCIAL INSURANCE
11.2000 - 10.2014
- Escalation team member. Have approval authority to waive fees, extend due dates, make payment arrangements, point of contact for call center representative for general information, procedures, protocols for the call center and CNA.
- Assist agents and insured with questions such as billing inquiries, reinstatements of accounts, cancellations, payment processing, analyzing accounts, account resolutions, pending endorsements, renewals, new business submissions, policy coverage questions, direct billing questions, general policy support, CNAPro inquiries, CNACargo inquiries, and general customer service.
- Conduct training for call center for www.cna.com & www.cnacentral.com for general inquiries & navigation, endorsement & new business inquiries and status, how to handle other department inquiries, and underwriter calls.
- Assist with www.cnacentral.com trouble shooting; help desk calls and general website navigation inquiries for new business quoting for all standard commercial lines of business.
ENDORSEMENT AGENCY SERVICE REPRESENTATIVE
CNA COMMERCIAL INSURANCE
- Completed requests from insurance agencies for endorsements and general questions regarding business auto, workers compensation, property and casualty, general liability, inland marine, commercial umbrella and crime policies.
- Assisted with premium disputes, amending named insured, language, additions/deletions of covered commercial property, coverage changes, increasing or decreasing limits/amounts of insurance, amending exposures, explaining overages and reviewing endorsements for validity, among numerous other customer service questions.
Education
ASSOCIATE OF ARTS DEGREE -
VALENCIA COLLEGE
ORLANDO, FLSkills
- Customer relations
- Carrier experience
- Broker experience
- Client relationship building
- Account management
- Relationship building and management
- Written and verbal communication
- Strategic selling
- New business opportunities
- EPIC experience
- AMS360 experience
- Sales Force experience
Certification
- Florida 220 Property and Casualty Agent License
- Licensed in all 50 states
Timeline
Account Executive
Aon
08.2025 - Current
Account Executive
Rosensure
09.2024 - 08.2025
Global Senior Account Manager
Lockton
04.2023 - 08.2024
Global Account Manager
IMA Financial Group
07.2021 - 04.2023
Client Manager
WILLIS TOWERS WATSON
04.2017 - 07.2021
UNDERWRITER ASSISTANT
HIIG-CRU
01.2017 - 04.2017
ACCOUNT MANAGER
RISK ADVISORS OF AMERICA
07.2016 - 12.2016
ACCOUNT MANAGER
SIHLE INSURANCE GROUP
05.2016 - 06.2016
CLIENT SERVICE SPECIALIST
WILLIS TOWERS WATSON
10.2015 - 04.2016
ACCOUNT EXECUTIVE - RENEWAL
PHILADELPHIA INSURANCE COMPANIES
10.2014 - 10.2015
SENIOR CUSTOMER SERVICE REPRESENTATIVE
CNA COMMERCIAL INSURANCE
11.2000 - 10.2014
ENDORSEMENT AGENCY SERVICE REPRESENTATIVE
CNA COMMERCIAL INSURANCE
ASSOCIATE OF ARTS DEGREE -
VALENCIA COLLEGE