Villy Cao

st

**** ** * ****** **. Renton, WA ***59 206-***-**** acgco3@r.postjobfree.com

SUMM ARY

• Accomplished insurance professional with over 9 years’ experience in the areas Risk Management, Marketing Program

development, and Client Advisory

• Outstanding presentation, leadership, communication skills, and detailed oriented; expert at managing multiple clients

simultaneously

KNOWLEDGE

• Industries: Construction, Manufacturing, Municipalities, Healthcare Staffing, Non-Profit

• Core Competencies: Account Retention, Client Relations, Key Account Management, Financial Negotiation, Service

Promotion, Plan Development, Contract Review.

• Software: Microsoft Office Suite (Word, Excel, PowerPoint, Outlook), Sagitta, Nexsure

WORK EXPERIENCE 2004

Wells Fargo Insurance Services U.S.A. Inc. – Account Executive January 2008 – May 2014

I was responsible for strategic program design, marketing strategy, market relations, and resource management within the Commercial

Property and Casualty Insurance group. I dedicated my time to cultivating new client relationships, client retention, and revenue

growth for my clients. Management of moderately complex to complex commercial property and casualty accounts. My

responsibilities and accomplishments included:

Day to Day management of existing Book of Business consisting of Risk Management and Middle Market accounts by:

o Marketing lines of coverage to admitted and surplus lines carriers

o Negotiating premiums and terms of insurance

o Market new lines of business

o Leading the renewal process

o Preparing certificates of insurance

o Acting as subject matter expert on client data by managing the

data via customer management system

o Analyzing client exposure, publish and submit report to carrier

o Contract review of various types of contracts on client’s behalf

o Preparation of proposals and insurance summaries

o Present insurance terms to client

o Review policies

o Creating binders and invoicing

o Support sales producer to meet client’s expectations as primary

contact for client service

Villy Cao

st

5621 NE 1 Circle Ct. Renton, WA 98059 206-***-**** acgco3@r.postjobfree.com

o Problem solving

o Business Development

o Participated in numerous RFPs

o Identification of new markets and industry products

o Establish and maintain carrier/market relationships

ABD Insurance Services, Inc. – Account Assistant May 2004 – December 2007

o Responsible for assisting Account Executive with invoicing of accounts, producing certificates, process endorsements,

processing audits, preparing renewal specifications and responding to request for proposals, client service on accounts,

word processing, maintaining client database, and day to day administrative work.

E D U C AT I O N & L I C E N S U R E

Licensed Property and Casualty Broker and Agent, Washington State

Bachelor of Science, Business Administration – State University of New York

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