Sales Client Relationships Account Management Project Management Strategic Development

Analysis Process Improvement Business Development Negotiation Strategies Implementation

Leadership Quote Preparation Retention Customer Support Cross Selling Critical Thinking

Strategic Consulting Efficiency Revenue Growth and Projection Quality Service

PROFESSIONAL PROFILE

Sales professional with over 10 years of proven results with extensive knowledge and training in

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sales, account management, retention, new business development, client relationships, and quality

service. Ability to maintain professional relationships with key stakeholders and decision makers within

an organization to improve organizational profitability and growth.

PROFESSIONAL EXPERIENCE

AAA – Automobile Club of Southern California June 2004 through April 2014

Huntington Beach, California, USA

Multiple positions held throughout 10 year employment.

Insurance Sales Agent July 2005 through April 2014

Responsible for the direct sales of auto, home, and watercraft insurance policies.

Identify membership service sales opportunities for new and existing clients.

Develop marketing strategies and campaigns for existing and new business line sales prospects for

cross selling additional lines of coverage.

Continuously develop a comprehensive sales pipeline / funnel through incoming leads, internet

inquiries, and cold calling opportunities.

Continuous training, management, and monitoring of all client accounts to maximize client satisfaction

and increase overall retention of existing clients.

Negotiate terms, pricing, and service commitments for new and existing accounts.

Ability to assess client needs based on current portfolio and parameters.

Key Accomplishments:

AAA President’s Elite Recipient – Award recognizing the top 5% of agents in the United States

that have met or exceeded sales goals for all lines of insurance products.

Agent of the Year Recipient Recognizing top regional / office performers based on annual goals.

Agent of the Month Recipient – Recognizing top regional / office performers based on monthly

goals.

Insurance Claims Adjuster June 2004 to July 2005

Responsible for reviewing and adjudicating a case load of approximately 15 to 20 claims per day.

Interacted daily with insured members and outside claimants to perform efficient resolution of

automobile claims.

Negotiated and settled injury claims with insured members and outside claimants based on

statements and documentation provided.

Negotiated and settled automobile damage claims with contracted auto body shops.

Key Accomplishments:

Ranked “Top Adjuster” based on the highest customer claim satisfaction.

CUONG DOAN

Progressive Insurance May 2002 through June 2004

Orange, California, USA

Insurance Claims Adjuster

Interacted daily with insured members and outside claimants to perform efficient resolution of

automobile claims.

Negotiated and settled injury claims with insured members and outside claimants based on

statements and documentation provided.

Negotiated and settled automobile damage claims with contracted auto body shops.

Collaborated with multiple departments within the organization to effectively close claims within

guidelines and time frames.

Key Accomplishments:

Consistently met all production and closure goals set by the organization.

Maximus Inc. June 2000 through May 2002

Garden Grove, California, USA

Case Manager

Personally managed approximately 250 clients receiving state and federal assistance position

themselves for wage increases, career advancement, and self sufficiency.

Assisted clients with child care opportunities, employment retention and advancement, transportation,

education, and employment training opportunities.

Key Accomplishments:

Participated in the development of programs used to service the clients within the assigned

geographical area.

Westminster School District September 1999 through June 2000

Westminster, CA, USA

Substitute Teacher

Provided instruction, promoted student learning, and managed the classroom environment in the

absence of the normal day to day classroom teacher as requested.

COMPUTER SKILLS AND CERTIFICATIONS

Windows

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Microsoft Office Suite

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CCNA – Cisco Certified Network Associate / CCNP – Cisco Certified Network Professional

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2

CUONG DOAN

A+ Certification

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EDUCATION

Bachelor of Arts, Human Development – 1998 3.5 GPA

California State University Long Beach, Long Beach, CA USA

PHI ETA SIGMA National Honor Society Member

PROFESSIONAL LICENSure

CA License #: 0E91243 Expires: 9/30/2015

Resident Insurance Producer Casualty Broker Agent / Property Broker Agent

language profiCIENCY

Vietnamese – Fluent / English – Fluent

Professional and personal references available upon request.

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