Winnie Si
Client Services Manager @ Gallagher
About
Commercial Insurance professional with academic training in Finance and Supply Chain Management from the University of Houston.My background enables me to approach risk management with both analytical precision and operational awareness. I specialize in managing complex client portfolios, strengthening client relationships, and ensuring seamless execution in fast-paced environments.
United States
Greater Houston
Insurance
Property and Casualty Insurance, Account Management, Data Analysis, Analytical Skills, Microsoft Office, Management, Customer Service, Mandarin, English, Teamwork, Bilingualism, Chinese, Student Leadership, Pivot Tables, Bilingual Communications, Financial Accounting
Experience
Client Services Manager
Gallagher
Account Manager
USI Insurance Services
Sr. Account Representative
USI Insurance Services
Houston, Texas, United States
• Continuous participation in the Career Track Program • Ambassador and Mentor to new Career Track Associates, aiding them in learning and passing licensing exams • Perform high level analysis on coverages and comparisons • Process endorsements, COI, Auto ID cards, Policy Checking and Cancellations • Organized 100+ incoming angency bill checks to ensure clients receive their renewal policies • Participation in Proposal meetings and aiding in Proposal preparation • Continue fostering relationships with UW and Clients for a smooth renewal Process
Commercial Lines Account Representative
USI Insurance Services
Houston, Texas, United States
• Participated in the Career Track Program by attending classes and performing assignments • Performed accurate data entry projects • Created Insurance Coverage Graph by analyzing policies for ease of understanding for clients
Residential Assistant
University of Houston
Houston, Texas Area
Area Manager Intern
Amazon
United States
Education
University of Houston, C.T. Bauer College of Business
Supply Chain Management, Finance
Dulles High School
Winnie Si's Contact Information
Phone
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