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Independent Insurance Agent/Broker.

Location:
Anaheim, CA, 92801
Salary:
65000
Posted:
November 18, 2013

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Resume:

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.



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