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Richmond Hill
Yoonhui Joo

Yoonhui Joo

licensed insurance csr / underwriter
Richmond Hill, York


About Yoonhui Joo:


  • Four years of experience working in personal line insurance
  • Six year of experience working in commercial line insurance
  • Four years of experience working in administration and management
  • Ten + years of experience working in customer service
  • RIBO licensed


  • Proficient in Microsoft Office / Power Broker / TAM / Compu-Quote / EPIC / Insurance Portal
  • Written and spoken English / Korean / Chinese (Mandarin)


  • Contact clients and perform all the duties as account manager
  • Contact insurance company (underwriter / account & claim department)
  • Quote / underwrite / review new business submission
  • Review renewal business
  • Handle and process all paperwork (quote / application / review documents / cancellations / insurance binder / claim / finance for premium)
  • Make / update rate chart for program
  • Execution of insurance certificates, binders, proposals, and processing of client documents i.e. endorsements and policies
  • Prepare commercial auto insurance quotes using Applied Rating Service
  • Contact underwriters for endorsements and maintain / update Summary of Insurance (update as policy changes / additions / deletions and at renewal)
  • Update rates / premium histories and premium comparisons; Invoicing
  • Track and follow up on policy document & maintaining effective abeyance system
  • Organize / check / review policies and request endorsement to insurance companies
  • Update claims history (loss run)
  • Contact clients and perform all the duties as account manager
  • Contact insurance company (underwriting / accounting / claim department)
  • Support and assist brokers ( process all paperwork / quoting / preparing application / cancellations / insurance binder / claim / finance for premium)
  • Review new business submission for brokers and finding errors and omission and missing documents
  • Upload new business and endorsement on portal (gather information and submit memo on TAM and upload on portal)
  • Advise and support broker (review new risk and client / company manual / market rule)



Seneca College - Toronto, ON   2010 to 2013

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