Josh Luk

Assistant Vice President and Portfolio Manager - Financial Institutions and D&O at Liberty Specialty Markets (Asia Pacific)
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Contact Information
us****@****om
(386) 825-5501
Location
AU

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Experience

    • Australia
    • Insurance
    • 200 - 300 Employee
    • Assistant Vice President and Portfolio Manager - Financial Institutions and D&O
      • May 2021 - Present

    • Assistant Vice President and Portfolio Manager - Financial Institutions
      • Apr 2020 - Present

    • United States
    • Insurance
    • 300 - 400 Employee
    • Portfolio Manager - Financial Institutions, Professional & Financial Risks
      • Apr 2018 - Present

    • Senior Underwriter, Specialty Casualty
      • May 2010 - Present

      Responsibilities:• Manage a portfolio of Financial Institutions and D&O accounts with International and Corporate brokers• Manage and co-ordinate the marketing of Side A Product nationally• Review and rate New Business / Renewals in competitive environments• Underwrite key products (PI, D&O, EPL, Crime, Financial Institutions, Investment Managers, Construction Project PI) within risk selection and pricing guidelines• Maintain relationships with senior brokers at International broking houses• Promote 'Integrated Business Unit' approach to underwriting service• Regular liaison with Brokers, Clients, Managers and internal stakeholders• Ensure all business growth and retention targets/KPI's are achieved• Manage complex negotiations and insurance placements• Execute selling / negotiation strategies to ensure profitability of business line• Represent and execute sales, marketing and LIU promotional plans and activity• Deliver superior training and product information to brokers and industry• Maintain high level knowledge of competitor offerings and strategies• Manage all plans/programs to meet corporate goals and objectives• Provide technical training to underwriters and assistant underwriters• Ensure brokers /clients receive service which differentiates from competitors

    • Australia
    • Insurance
    • 300 - 400 Employee
    • Underwriter, Profin
      • 2009 - 2010

      Responsibilities: • Underwrite PI, D&O, Management Liability & Medical Malpractice products • Achievement of Vero targets, Budgets and Key Performance Indicators • Ensure risk selection and disciplines meets Vero Profin guidelines • Management of Mining Industry Consultants portfolio • Ensure compliance with all legal, statutory and corporate policies • Process improvement, business retention and portfolio management • Undertake research, analysis and quantitative risk assessments • Meet strategic governance objectives and operational requirements

    • United States
    • Insurance
    • 700 & Above Employee
    • Underwriter, Financial Lines
      • 2006 - 2008

      Responsibilities: • Underwrite PI, D&O, Management Liability, EPL & Crime products • Development of new broker business and broker management • Identify and exploit new channel opportunities - brokers and partners • Facilitation and Management of JLT Binder nationwide from Brisbane Responsibilities: • Underwrite PI, D&O, Management Liability, EPL & Crime products • Development of new broker business and broker management • Identify and exploit new channel opportunities - brokers and partners • Facilitation and Management of JLT Binder nationwide from Brisbane

Education

  • St Joseph's College, Nudgee
    Senior Certificate
    1994 - 1998
  • • Tier 1 Compliance - Insurance Law & Regulation/Providing Customer Advice

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