Stephanie Chin
Portfolio Underwriter at CAA Club Group of companies- Claim this Profile
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English Native or bilingual proficiency
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Cantonese Limited working proficiency
Topline Score
Bio
Credentials
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Chartered Insurance Professional (CIP) Designation
Insurance Institute of CanadaNov, 2017- Nov, 2024 -
Level 2 General Insurance License
Insurance Council of BCMay, 2016- Nov, 2024 -
Level 1 General Insurance License
Insurance Council of BCJul, 2014- Nov, 2024
Experience
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CAA Club Group
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Canada
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Insurance
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700 & Above Employee
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Portfolio Underwriter
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Dec 2018 - Present
o Underwriting BC Automobile, and Western Canada Property risks while complying with underwriting guidelineso Providing excellent and professional customer service while answering broker inquiries, and explaining policy wordings and coverageso Establishing solid relationships with brokers to develop and manage a stable and profitable book of businesso Reviewing property inspections and making recommendations o Participating in post-loss underwriting, claims referral notices o Underwriting BC Automobile, and Western Canada Property risks while complying with underwriting guidelineso Providing excellent and professional customer service while answering broker inquiries, and explaining policy wordings and coverageso Establishing solid relationships with brokers to develop and manage a stable and profitable book of businesso Reviewing property inspections and making recommendations o Participating in post-loss underwriting, claims referral notices
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Family Insurance Solutions Inc.
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Canada
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Insurance
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1 - 100 Employee
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Senior Auto Underwriter
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Oct 2015 - Dec 2018
o Analyzing and reviewing auto risks to accept, reject or amend policies while complying with underwriting rules, guidelines and practiceso Providing excellent and professional customer service while answering broker inquiries, and explaining policy wordings and coverageso Establishing solid relationships with brokers to develop and manage a stable and profitable book of businesso Participating in post-loss underwriting, claims breaches, & large loss reviewso Played an integral role in the development and testing of several IT projects for new coverages - creating training documents and training staff
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Underwriting Administrative Assistant
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Jan 2014 - Sep 2015
o Effectively communicating with brokers in regards to policy cancellations and inquiries, while maintaining friendly and professional relationshipso Independently led detail-oriented conversion projects for several property books of businesso Extrapolating, interpreting and summarizing data from claims reports into Excel spreadsheets, and manually calculating backdated cancellation refundso Working collaboratively and positively as a team, and with other departments
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Education
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2014 - 2017
Insurance Institute of British Columbia
Chartered Insurance Professional (CIP), Honours -
2007 - 2012
Simon Fraser University
Bachelor of Arts (B.A.), Economics
Community
