Donnie Leung, CAIB

Commercial Account Executive at Link Insurance Agency Inc.
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Contact Information
us****@****om
(386) 825-5501
Location
Calgary, Alberta, Canada, CA

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Credentials

  • CAIB
    -

Experience

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Commercial Account Executive
      • Mar 2023 - Present

      - Commercial marketing our branch office - Review of coverage on commercial policies for our branch Make recommendations. Re-marketing of commercial files as needed - Continually enhance outward impression with commercial markets. - Build relationships with insurance markets. - Servicing and building client relationships. - Business Development. Sales. - Commercial marketing our branch office - Review of coverage on commercial policies for our branch Make recommendations. Re-marketing of commercial files as needed - Continually enhance outward impression with commercial markets. - Build relationships with insurance markets. - Servicing and building client relationships. - Business Development. Sales.

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Commercial Account Executive
      • Dec 2018 - Mar 2023

      Strong focus on building and developing relationships with our markets. Conscious of always presenting a professional and positive image. Acquire terms, negotiate when necessary, for new business and renewal business, and present competitive terms in a timely fashion. Preparation of professional submissions to provide to competitive markets Concentrated focus on timely follows-up with Client and Market requests Pre-renewal assessments, including obtaining up-dated underwriting information, ensuring Clients’ best-needs are met and evaluated, with a view on any possible additional opportunities. Strong focus on overall quality Always trying to learn whenever possible. Love being a student of the insurance industry Show less

    • Canada
    • Insurance
    • 1 - 100 Employee
    • Commercial Marketer / Account Executive
      • Sep 2016 - Dec 2018

      - Commercial marketing for all of our offices. - Review of coverage on commercial policies for all of our offices. Make recommendations to broker. Re-marketing of commercial files for all our offices - Improve quality of outgoing submissions. Continually enhance outward impression with commercial markets. - Build relationships with insurance markets. - Servicing and building client relationships. - Business Development. Sales. - Commercial marketing for all of our offices. - Review of coverage on commercial policies for all of our offices. Make recommendations to broker. Re-marketing of commercial files for all our offices - Improve quality of outgoing submissions. Continually enhance outward impression with commercial markets. - Build relationships with insurance markets. - Servicing and building client relationships. - Business Development. Sales.

    • Canada
    • Insurance
    • 100 - 200 Employee
    • IBU Account Executive
      • Jul 2013 - Aug 2016

      - Preparation of professional submissions to provide to competitive markets - Acquire terms, negotiate when necessary, for new business and renewal business, and present competitive terms in a timely fashion - Pre-renewal assessments, including obtaining up-dated underwriting information, ensuring Clients’ best-needs are met and evaluated, with a view on any prior missed opportunities - Building relationships with internal, as well as external, customers, conscious of always presenting a positive, professional image - Concentrated focus on timely follows-up with Client and Market requests - Strong focus on overall quality customer service. Show less

    • Canada
    • Insurance
    • 700 & Above Employee
    • Commercial Insurance Broker
      • Mar 2008 - Jul 2013

      - Built and maintained ongoing relationships with clients, including understanding the nature of clients’ business - Renewed and amended existing policies - Assessment of clients’ insurance needs, such as policy renewals and insurance review - Provided quotations for insurance products to prospective clients; - Followed-up on reported claims - Researched insurance companies’ policies and negotiated with underwriters to secure the most competitive insurance for clients with a view towards product and carrier knowledge - Prepared submissions and marketing of new business, renewals; research best quotes from various carriers Show less

Education

  • Vancouver Island University
    Bachelor of Fine Arts (BFA), Creative Writing

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