Yoe Kwok
Jersey City,NJ
Overview
7
7
years of professional experience
Work History
Vice President, Transactional Risk Broker
Vanbridge, an EPIC company
New York, NY
12.2021 - Current
- Facilitate negotiations between clients and underwriters to secure Representations and Warranties Insurance coverage tailored to clients' needs and risk profiles for M&A transactions.
- Provide strategic 24/7 guidance and support to clients throughout the insurance placement process, from initial inquiries to policy issuance.
- Prepare comprehensive insurance proposals for deals ranging from $5M to $1.8B enterprise value to clients, highlighting coverage options, terms and pricing.
- Foster strong relationships with insurers, clients and industry partners to enhance service delivery and foster repeat business opportunities.
- Maintain knowledge on current industry coverage trends and market conditions to deliver informed and strategic recommendations.
Underwriter, Environmental
Ascot Group
New York, NY
08.2020 - 12.2021
- Underwrote Environmental Insurance Coverage lines including Premise Pollution Liability and Contractors Pollution Liability insurance products including risk evaluation, structuring of policy terms and conditions, pricing of insurance programs and drafting manuscript language endorsements for deal specific changes that accurately reflected coverage intent for accounts premiums ranging from $10K- $900M.
- Negotiated policy terms and conditions, participation, pricing with various retail and wholesale brokers across various brokerage firms and reviewed policies to verify acceptability based on Ascot Environmental Underwriting Guidelines.
- Executed regional marketing and sales strategies including prospecting, cross-sell and upsell initiatives to solicit new and renewal business from brokers and maintained up to date knowledge on current market trends.
- Managed assigned underwriting territory, including management of brokers to establish relationships.
Analyst, Mergers & Acquisitions
Ethos Specialty Insurance Services, LLC
New York, NY
06.2019 - 08.2020
- Assisted in the underwriting process for Representations & Warranties Insurance Products for both buy-side and sell-side clients to examine and provide pointed feedback on Transaction Agreements, Disclosure Schedules and Diligence Reports to identify potential risks in deals ranging from $50M to $27B.
- Reviewed and executed Non-Disclosure Agreements, Non-Reliance Letters and Access letters for major law firms, financial advisors, and other consulting firms in order to gain access to confidential/proprietary deal information.
- Attended Due Diligence calls to transcribe accurate and comprehensive deal specific notes.
Surety Bond Underwriter Trainee
Nationwide Mutual Insurance Company
New York, NY
05.2018 - 01.2019
- Evaluated risk, loss history, financial standing for business in various industries (Banking, Technology, Healthcare, Real Estate, etc.) for commercial line accounts up to $300M.
- Formulated opinions based on credit worthiness by analyzing financial statements, creating spreadsheets and extracting data using S&P Capital IQ platform and presented final recommendations of account summaries along with a single/aggregate line of credit to designated underwriters.
Finance Intern
Human Rights First
New York, NY
08.2017 - 12.2017
- Reconciled bank and investment accounts and prepared summary schedules quantifying gains and losses.
- Organized investment statements, journal entries and invoices while managing ad-hoc reports and projects such as reclassification of General Ledger entries.
Education
Bachelor of Science - Finance
Rutgers Business School
New Brunswick, NJ05.2019
Languages
Native in English, Native in Mandarin, Basic skills in Fuzhounese
Hobbies
Skiing, Hiking, Drawing/Painting, Golfing, Music (Piano)
Timeline
Vice President, Transactional Risk Broker
Vanbridge, an EPIC company
12.2021 - Current
Underwriter, Environmental
Ascot Group
08.2020 - 12.2021
Analyst, Mergers & Acquisitions
Ethos Specialty Insurance Services, LLC
06.2019 - 08.2020
Surety Bond Underwriter Trainee
Nationwide Mutual Insurance Company
05.2018 - 01.2019
Finance Intern
Human Rights First
08.2017 - 12.2017
Bachelor of Science - Finance
Rutgers Business School
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