Customer Service Insurance

Ngoc (Jade) Thi Mai

**** **** ***. *. 206-***-**** (Mobile)

Seattle, WA 98118 ***********@*****.***

PROFESSIONAL PROFILE:

Creative, energetic, contributor with over 24 years combined experience in sales, marketing, and database administration. Expertise includes strengths in a variety of insurance products and policies, customer service and retention.

PROFESSIONAL STRENGTHS/QUALIFICATIONS:

Products Knowledge: Chubb, Fireman’s Fund, Ace, Pure, Encompass, Kemper, MetLife Auto & Home, Mutual of Enumclaw, Unigard, Progressive, GMAC, Foremost, GeoVera, Harleysville Flood, and Griffin Underwriters

Bilingual (Vietnamese and English).

Hawksoft Management System and Applied Management System

Sagitta Management System along with TransAct Now System

Highly detail oriented, analytical, creative, self starter, team player, dedicated, and versatile. PROFESSIONAL MILESTONES:

Chosen as one of the Northwest Agent to test the new software system with Encompass Insurance when they change from CNA to Encompass Insurance

Nominated for Best NW Agent from Encompass Insurance

2011 Winner of the $200 award for most insurance package sold with Encompass Insurance PROFESSIONAL EXPERIENCE:

Bell Anderson Insurance, Renton, WA November 2014 to April 2017 Personal Lines Account Manager

Managed Clients from M P Alpha Splits

Review accounts and cross sell products

Provide high level of customer service support to clients who have questions on why rates are high and give them options available to offset premium increases

Managed Personal Inbox/ Fax for the department and distribute to the account manager

Trained new account manager with the AMS360 System along with TransAct Now System

Analyze quote comparisons amount various insurance companies as listed above USI, Kibble & Prentice, Seattle, WA April 2012 to November 2014 Personal Lines Account Manager

Managed one fourth of the largest personal line accounts in the Northwest Region

Review accounts and cross sell products

Provide high level of customer service support to clients who have questions on why rates are high and give them options available to offset premium increases

Managed the Northwest Region Personal Inbox/ Fax for the department and distribute to the account manager

Trained new account manager with the Sagitta System along with TransAct Now System

Analyze quote comparisons amount various insurance companies as listed above Insurance Services Network, Inc, Bellevue, WA November 1992 to February 2012 Personal Lines Agent/Account Manager

Review existing client’s renewals

Up sale products to clients

Provide insurance options to save premium for clients in order to maintain client’s retention as well as potential new clients from client’s referrals

Analyze quote comparisons among various insurance companies as listed above

Provide high level customer service support by being a resource to clients when it comes to product knowledge and savings

Consistently meet annual insurance quota for the agency

Update and maintained Hawksoft Management System for the agency (new system to agency since March 2011).

Manually transferred clients’ data from various insurance companies’ download into internal client’s file

Learn new Hawksoft Management System and train staff accordingly.

Maintained previous system: Applied Management System for the agency.

Train new staff and assist current staff with various insurance companies product/policy updates EDUCATION AND TRAINING

Auburn Senior High School, 1990

Business Student of the Year

REFERENCES AVAILABLE UPON REQUEST

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