Facilities Manager Vice President
Resume:
STEVEN F. TSEU
**** ******** ****, ******, ** ***34 808-***-**** ********@*****.***
OBJECTIVE
Utilize years of experiences in various disciplines of management, administration, operations, and marketing to assist the organization toward projected growth and success.
WORK EXPERIENCE
March 2018 – Brokerage Manager, Guardian of Hawaii, Ltd. – 40 hours / week - $62,000 / year
Present
Manage a portfolio of 120 clients, while establishing relationships with new clients to facilitate product and service initiatives to fulfill clients’ insurance and retirement planning needs
Provides preliminary analysis and feasibility study to identify suitable product and service solutions
Develop ongoing client seminars to broaden and expand understanding of insurance and retirement needs and the importance of aggressive underwriting
Establishes and maintains communications between clients, their advisor’s and the insurance companies involved in the plan design
Disseminates information regarding the plan solutions to the administrative staff and incumbent insurance company
Effectively identify priority realignment or direction able to adapt to new priorities
Prepare and report on application submission, placement, declination, premium levels, commission accounting, and average cost per case
Possess some medical terminology knowledge to effectively communicate with medical underwriting department to provide sound health solutions for clients
April 2016 – Assistant Vice President, Pacific Guardian Life (Meiji Yasuda) – 40 hours / week March 2018 $120,000 / year
Improved cross-departmental collaboration to effectively communicate status on pending cases using proprietary customer relations system
Collaborated with actuarial, legal, administration, sales & marketing, underwriting, claims, and client relations departments to create a new product portfolio
Interfaced with clients and their established advisors to engage with Pacific Guardian Life for their insurance solutions
Monitored individual and departmental performance to assure objectives were met
Directed improvement strategies when objectives were not met
Prepared and presented monthly reports for officer and manager meetings
Coordinated and executed special project reports on alternative markets, sales to Toyota employees (TX), external partnerships
Served as Lead for Orientation Committee to assimilate new employees into the Pacific Guardian Life family
Managed an annual departmental budget of $125,000
Traveled to California, Texas, Guam and the neighbor islands to oversee production cells and to nurture present relationship
Maintained a visionary perspective to create ongoing sales strategies for future corporate sales & marketing initiatives
Managed a sales team of 5 brokerage coordinators and 3 administrative staff members
April 1984 – President, CPS Hawaii Insurance Services, Inc. – 40 hours / week - $85,000 / year
March 2016
Built Hawaii’s original “one-stop shop (agency)”, providing life insurance, long-term care, disability income, fixed and indexed annuities and worksite marketing programs
Communicated our strategy to motivate clients (insurance agents, attorneys, CPA’s, financial advisors) into action using our products and services
Maintained strong working relationship with various insurance company advisors providing ongoing high-level presentations for clients and their staff members
Monitored individual and departmental performances to assure objective were met and new goals could be established
Worked with administrative staff and insurance companies to provide accurate and effective business planning and controls to maintain the good reputation and financial integrity of all parties involved
Negotiated, contracted, and maintained strong working relationships with 76 insurance companies to market and sell their products and services
Established and maintained good working relationship with many Hawaii insurance agencies
Served as State Public Relations Chairman for the Hawaii Association of Life Underwriters (HALU); provided Pacific Business News with monthly insurance related articles, using HALU as the byline
EDUCATION
Sept. 1978 – Marketing Major & Art Minor, Tacoma, WA, University of Puget Sound
Dec. 1983
Did not graduate
LEADERSHIP
I currently hold two volunteer positions with the Independent Order of Odd Fellows, a Hawaii 501(c)(8) non-profit organization with 5 lodges on Oahu. The Independent Order of Odd Fellows is a global organization with lodges in 27 countries, throughout North and South America, Asia, the Pacific Rim, Africa, and Europe. The District Deputy Sovereign Grand Master, serve as liaison to the national and international bodies, while providing oversight to the five lodges in Hawaii.
My second position with the IOOF is that of Trustee Chairman for one of the Hawaii Lodges, Excelsior Lodge. The primary function as Trustee Chairman is to care for and preserve the Lodge assets (investment portfolio and two real properties). The essential administrative duties include creating an agenda and organizing our bi-monthly meetings with my four Trustees, meet with our financial advisor and investment team once a month to ascertain that our investment portfolio meets our investment guidelines, facilitate repairs and general maintenance of the two properties, and report to the membership monthly as it relates to all Lodge projects. Work in concert with 71 officers from all Lodges to collaborate in their planning and execution of community service projects, Lodge functions, officer training sessions, and any other event that benefits those that are less fortunate than ourselves. This position also requires me to serve as facilities manager for both the Kapahulu and Laie properties, collaborating in the planning and execution of general maintenance, repairs, and capital improvement projects.
REFERENCES
PROFESSIONAL
Lori Rodriguez, President, Guardian of Hawaii, Ltd.
PO Box 1232, Kailua, HI 96734
Stanford Chin, Executive Vice President, Pacific Guardian Life
1440 Kapiolani Blvd, 17th Floor, Honolulu, HI 96814
PERSONAL
Nathan Ramos, Jr., Retired Asst. Fire Chief, Honolulu Fire Department
737 Akumu Street, Kailua, HI 96734
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