Sonja Lui

Experience

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  David Barton Gym

  Jan 2011 - Jan 2012

  Customer Experience

  Provided personalized client care through genuine rapport and retention to detail. Maintained and organized client information, daily logs and inventory. Able to fluidly transition between front desk responsibilities, side projects and occasional spur-of-the-moment circumstances.

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  Nordstrom

  Oct 2012 - Jan 2013

  Customer Sales Associate

  Customer Service, merchandising and business planning. Contributed to the top sales volume in the company for my department.

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  Windermere Real Estate

  Jun 2013 - Dec 2013

  Administrative Assistant/ Licensed Buying Agent

  - Ability to work in fast-pace, high-stress environments as an independent and collaborative contributor. - Daily coordination of meetings, marketing strategies and operations,- Filing and organizing contracts and client profiles. - Conducting open houses, showings and meet prospective buyers/renters regularly.- Building relationships by attentively listening and understanding their needs before offering suggestions or advice. - Generating leads by connecting with former clients and cold calls. Show less

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  Rombakh Real Estate

  Dec 2013 - Oct 2014

  Transaction Coordinator

  Responsibilities:- Brand development, including marketing strategy, design and implementation. - Daily scheduling for clients, agents and management.- Negotiating and fascilitating short sale transactions with lien holders. - Responsible for procuring, completing, organizing, and submitting all necessary documents to finalize each transaction. - Providing quality customer service

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  Griffin Underwriting Services

  Jan 2015 - Dec 2022

  - Hiring and developing future leaders and positive contributors for successful careers at Griffin. By offering a supportive and collaborative space, team members gain foundational insurance, systems and process knowledge, as well as practice the Griffin Core Values daily, which will serve them in future positions. I’ve helped transition over 15 employees from my team into other GUS teams and look forward helping more. - Actively training and customizing constructive feedback to ensure timely and quality execution of responsibilities. Depending on learning and geographical needs, training sessions are conducted virtually, in-real time and/or accompanied with job aids to facilitate learning. - Being accountable for myself and the work of the team; identifying issues and making improvements to current and new procedures, such as implementing process changes, and updating documentation, when needed. - Promptly communicating changes and addressing workload impacts within the team and throughout the company. - Collaborating with other team leads on larger initiatives that may impact the local or offsite teams. - Available to assist and support cross-departmental colleagues and customers regularly. Show less Responsibilities: - Underwriting insurance nationwide for one of the industry’s foremost Excess & Surplus Brokers and MGAs - Offering comprehensive review and underwriting of difficult to place risks, and submitting risk referrals to company brokerages when necessary.- Evaluating, and rating each risk holistically for acceptability, coverage and premium.- Fostering and maintaining gainful and effective business relationships.- Developing job aides to improve job performance and efficiency.- Expanding knowledge through continued education and additional training and workshops.- Aligning underwriting responsibilities with department goals and overarching organizational objectives. Show less Responsibilities:- Managing and servicing 1,000+ accounts annually, including binding, invoicing, providing endorsements, policy issuance and processing, and preparing Surplus Lines Filings.- Underwriting and quoting new business, and renewal business within authority. - Order and review physical inspection reports. - Reviewing applications and supporting documents for compliance. - Provide support to department underwriters. - Clear and thorough communication with agents regarding binding documents, timelines, products and general questions. - Training and cross training incoming personal lines underwriting assistants by establishing clear expectations and processes, and offering continuous support and developmental feedback.- Collaborated with subject matter experts to develop training and job aides for various responsibilities and tasks within the role. Show less Responsibilities - Managing, sorting and directing all new incoming business, supporting documents and payments. - Directing calls and correspondences to the appropriate departments and underwriters/ underwriting assistants. - Processing new and renewal policies for correct content and Surplus Lines compliance. - Offering training and cross training to new processors on daily processes, task management, utilization of core programs effectively, and department and organizational expectations. Show less

  • Commercial Underwriting Service Manager

    Apr 2020 - Dec 2022

  • Processing Manager

    Jun 2017 - Apr 2020

  • Personal Lines Underwriter

    Jun 2016 - Jun 2017

  • Personal Lines Underwriting Assistant

    Oct 2015 - Jun 2016

  • Processor

    Jan 2015 - Oct 2015
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  RT Specialty (Formerly Griffin Underwriting Services)

  Jan 2023 - Mar 2024

  AVP Commercial Underwriting Operations Manager
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  Ryan Specialty

  Mar 2024 - now

  Business Operations Specialist