Jean Christophe Tran
Anaheim, CA *****
Cell phone number 714-***-****.
Home phone number 714-***-****.
aca1oe@r.postjobfree.com.
Independent sales agent/health advisor.
A&J Insurance Agency.
SAN GABRIEL CA. 91776
02/2009 - Present.
SOLICITATION ALL PERSONAL LINES, SMALL AND MID SIZES commercial BUSINESS,
WORKERS COMPENSATION, GENERAL LIABILITY, life, MORTGAGE PROTECTION,
annuitY, FInal expenses, individual health, medicare advantage AND
SUPPLEMENTS.
HEALTH ADVISOR NETworking with PHYSICIANS, PHARMACIST, SPECIALIST DOCTORS
AND MAJORS MEDICAL GROUPS to enroll medicare patients to different hmo
Plans.
CONTRACTED WITH MAJORS HEALTH PLAN in southern california.
ENROLL AVERAGE 30 TO 35 NEW MEMBERS A MONTH INTO HMO PLANS DURING ANNUAL
ENROLLMENT PERIOD AND SPECIAL ENROLLMENT PERIOD.
awarded among top 5 elite producers by word and brown agency in ca.
INSURANCE SALES REP
LIBERTY MUTUAL INSURANCE
CHINO HILLS, CALIFORNIA
10/2002 - 02/2009
CROSS SELLING AUTO, HOME, LIFE, AND OTHER PERSONAL LINES OVER THE PHONE AND
IN PERSON. PROSPECTING BUSINESS TO BUSINESS, RETAILS, CONTRACTORS,
PROFESSIONALS, VENDORS TO GENERATE NEW CLIENTS.
NET WORKING WITH DIFFERENTS CHAMBER OF COMMERCE, ROTARY CLUBS, ASSOCIATIONS
AND COMMUNITIES.
ASSISTING NATIONAL ACCOUNT EXECUTIVES TO DEVELOP AFFINITY ACCOUNTS.
ARRANGING SCHEDULE WITH EMPLOYEES BENEFITS MANAGERS FOR PRESENTATIONS .
FOLLOWING UP WITH EXECUTIVES AND VP TO CLOSE THE CONTRACTS.
95% RETENTION ON MY BOOK OF BUSINESS.
BUILDING GOOD RELATIONSHIPS WITH CUSTOMERS TO GET REFERRALS.
PROVIDED EXCELLENT CUSTOMER SERVICE AND ADVICED CUSTOMERS TO REACH THEIR
FINANCIAL GOALS AND INSURANCE NEEDS.
P&C AND LIFE SALES REPRESENTATIVE
ALLSTATE INSURANCE AGENCY
GARDEN GROVE, CALIFORNIA
10/1999 - 9/2002
SOLD AUTO, HOME, LIFE, ANNUITIES, AND OTHERS ALLSTATE P&C PRODUCTS.
PROPSPECTED NEW CLIENTS, THROUGH ADVERTISING, NETWORKING VIETNAMESE
COMMUNITY.
HANDLED NUMEROUS INCOMING CALLS FOR QUOTES, SERVICES, BILLING. CROSS SELL
MULTI LINES PRODUCTS, BUILT STRONG RELATIONSHIP TO GET REFERRALS. EXCELLENT
COMMUNICATION SKILLS, SELF STARTER, PERSISTENT, SELF MOTIVATED, SELF-
DISCIPLINED, INTEGRITY AND ALWAYS STRIVING FOR BEST RESULTS.
MAINTAINING BOOK OF BUSINESS WITH HIGH RETENTION BETWEEN 92% AND 95% AND
KEEP LOW LOSS RATIO TO BENEFIT THE AGENCY GROWTH.
EDUCATION:
CRETEIL ACADEMIC UNIVERSITY OF FRANCE
1/1979 - 6/1984
Bachelors Degree IN FINANCE Major.
LICENSING Info:
ACTIVE LIFE LICENSE, FIRE AND CASUALTY BROKER, HEALTH, ANNUITY, DISABILITY,
AHIP CERTIFIED TO SELL MEDICARE ADVANTAGE AND SUPPLEMENTS.
AWARDS AND RECOGNITIONS :
ROOKIE OF THE YEAR in 2003 SELLING MORE THAN 400 POLICIES ON AUTO,
HOME,FIRE LIFE AND ANNUITY.
7 TIMES WINNER PACE SETTER PLUS AND 3 TIMES PACE SETTER.
LIFE LEADER CONFERENCES PACIFIC REGION IN 2004.
SOLD $60,000 ANNUAL LIFE PREMIUM AND $1 MIL PLUS ANNUITY PREMIUM.
LAMP LIGHTER WINNER IN 2004, SELLING 20 LIFE POLICIES IN 6 MONTHS.
NETWORKING AND COMMUNITIES:
member of Asian American Business Association of Orange County.
Asian American Business Women Association.
Orange County President Council and also member of Anaheim and Vietnamese
Chamber of Commerce.
Board member of Evangelism committee at SDA Church in Garden Grove.
LANGUAGES PROFICIENCY LEVEL.
Vietnamese Fluent -
French Fluent -
sPANISH BEGINNING LEVEL.