Margaret Lim 

Current Responsibilities:

Since 2004,  as Controller, Margaret Lim runs and operates the Accounting Department of the company. She provides expertise in all aspects of accounting from internal and external billings, payments and other services to customers.  In addition to her Controller role, she is also the Human Resource liaison. 

Special Areas of Expertise: 

She brings to the company an in-depth knowledge of accounting, underwriting and insurance operations.

Industry Experience: 

Margaret also has over 15 years of commercial insurance experience.  She was an Underwriter for a Restaurant Program for a Managing General Agent and Account Executive that specialized in non-profit accounts, writing all lines of business.

Education / Professional Designations / Affiliations: 

  • Bachelor of Science in Business Administration with a concentration in Finance – San Francisco State University
  • Fire and Casualty Broker License
  • Merriweather & Williams as a Controller & Account Executive
  • Khoe & Associates as an Underwriter

Hobbies: 

Community Service, Travel, Golf, Skiing, Fitness & Fine Dining 

 1800 Sutter Street, Suite 775, Concord, CA 94520  |  Ph: 925.677.7400  |  Fx: 925.677.7401 | CA License #0D80810
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