Customer Service Insurance
Resume:
Yunjia Teng (Kassy)
*********@*****.***
EXPERIENCE ZURICH FINANCIAL SERVICES
Premium Auditor, October 2007 - Present
• Independently perform audits of insurance policyholder's accounting, financial and tax records
to ensure accurate calculation of earned premium for large complex risks of up to $2 million
in premium
• Investigate and review policyholder's business operations to determine appropriate coverage
exposure and risk classification
• Ensure exposures are applicable to the policy and ascertain compliance with various state laws
and insurance regulations
• Provide advices to policyholders to assist to improving their business by sharing best practices
on better record keeping
• Effectively collaborate with cross functional team to achieve compliance for physical audit
from policyholders enrolled under various Owner Controlled Insurance Programs
• Successfully deliver quality and detailed audit reports while meeting stringent timelines for
policyholders in a multitude of industries and with various lines of property and casualty
insurance
• Analyze claims, verify classification code and make corrections to any discrepancies resulting
in additional premium
• Present findings to policyholder, agent and underwriter to assure the most accurate
classifications and premium basis are incorporated to the renewal policy
• Manage a portfolio of policyholders in an assigned territory and confirm that audits are
planned in an effective and efficient manner
• Provide excellent customer service, build and maintain relationship with policyholders,
brokers and underwriters to encourage continued business
• Address inquiries, resolve issues and disputes from policyholders’ and business partners in a
timely fashion
FXMEDIA SINGAPORE PTE LTD
Intern, July 2003 - December 2003
• Assisted in project management for the development of various complex multimedia projects
between the client and internal teams
• Marketed multimedia services to multi-national corporations leading to increased sales of
more than 20%
• Maintained and expanded client database electronically for marketing purposes
• Liaised with clients and software engineers
• Communicated technical details of the software on a business level to the client
• Developed user manual documentation of content management system for end users
EDUCATION UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK
Bachelor of Science in Business Administration, May 2007
Registered Accounting and Finance concentrations
GPA: 3.20/4.0, Cum Laude
SKILLS Microsoft Office (Word, PowerPoint, Excel, Access), Visio
MICROSOFT GREAT PLAINS, MICROSOFT DYMANICS NAV, SAP, SQL, HTML
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