Wendy Hui Peng

**** **** **** ***, ********, GA *0092, Email: admku8@r.postjobfree.com

Tel: 770-***-****

Summary Statement

Persistence, Independent, Team Player

I am a persistent and independent team player. Since 2001, I have worked for a financial services representative, adapting to changes like the shift from DOS to Cloud. In addition, I completed a bachelor’s degree in biology while working this full-time job.

Currently, I utilize my extensive experience in organization to understand the role of performance management. I prepare detailed reports to support my boss’s sales activities by collecting, analyzing, and summarizing information. Our business depends not only on daily sales goals and administrative tasks, but also on cooperating with other departments of the company (sales support unit, new business and underwriting unit, accounting, IT team and post issue customer service).

Education

Bachelor’s degree: Biology Major, December 2012

Georgia Gwinnett College, Lawrenceville, GA

Associate degree: Chemistry Major, July 2008

Georgia Perimeter College, Dunwoody, GA

Licenses and Skills

·QuickBooks Online Certified Pro-Advisor 2019

·Property & Casualty License, 2007

·Life and Health Insurance License, 2003

·Coordinated and pre-arranged sales meetings and events between our client and sales representative

·More than 24 years’ experience on Office Work, Excel, One Drive and Access

·Create and maintain documents for clients more than 17 years (includes: case notes, fact finders & forms updates)

·Upgrade the documents from hard-copy files to E-files for more than 2000 our existing clients

·Familiar with Retirement, Health, Long Term Care, and Life Insurance products.

·Proficient with Office 365, Outlook, New Business Data Entry System, Salesforce, Box

Communication

I was born in China and am a US immigrant. With many years of customer service, I can fully write and speak in Chinese to conduct business. In this position, I help our clients understand how to handle the claim paperwork and how to update the policies information regarding insurance & retirement products

Experience

Personal Assistant & Administrator for Financial Services Representative

MetLife Financial Services, Atlanta, GA

2001 – July 2016

-Create pre sales proposal and prepare case study documents to sales representative.

-Prepare sales illustrations and applications before and after sales activities.

-Data entry, pending cases follow up, arrange medical exam.

-Maintain and update customers filing system & electronic copies

-Schedule the sales appointments by managing the daily phone calls

-Customer services over the phones, emails, or walk-in.

-Greeting and provide drinks to clients as need.

Same position as above

MassMutual Perimeter, Atlanta, GA

July 2016 – Present

The same tasks as above with MassMutual system (same company due to merger)

Language

Mandarin & Cantonese

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