Experienced insurance professional with a proven track record in customer service and sales. Looking to transition into Accounting and contribute to company growth with strong organizational skills. Eager to take on new challenges and drive success.
Summary
Work Experience
Eversafe Insurance Agency | 1139 W Valley Blvd, Alhambra, CA 91803
Insurance Agent
May 2016 - Now
- Developed and impletmented comprehensive insurance plans for clients according to their individual needs.
- Explained complex technical terms related to insurance plans in simple language for easy understanding.
- Analyzed customers needs and provided best options, cross selling products and services.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or compnay procedures.
- Ensure compliance with applicable laws, regulations, and company policies while selling insurance products.
- Received underwriting approvals after accurately completing applications for insurance coverage.
- Processed payments received from clients promptly according to established procedures.
Skills and Abilities
Policy Writing
Policy Adjustment Knowledge
Cross Selling
Customer Service
Customer Relations
Fluent in English
Bilingual in Cantonese and Mandarin
Education
California State University, Los Angeles
Accounting - Undergraduate
2023 - 2026
East Los Angeles College
Social Behavior - A.A.
2008 - 2011
San Gabriel High School
Graduate
2006 - 2008