PHUONG

DAPHNE

THAM

adwpjt@r.postjobfree.com

916-***-****

Folsom, CA 95630

Bold Profile

Over 20+ years of excellent customer service along with 5+ licensed insurance agent to offer sales and services in health and life various products. To seek and maintain full-time position that offers professional challenges utilizing my extensive customer service skills and be able to speak fluently and read in three different languages: English, Vietnamese, Chinese.

PROFESSIONAL SUMMARY

World Financial Group Wfg - Licensed Insurance Broker Elk Grove, CA • 09/2017 - Current

WORK HISTORY

Customized existing insurance programs to suit individual client needs by analyzing specific requirements.

•

Recommended type and amount of coverage based on

analysis of customers' circumstances using persuasive sales techniques

•

Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.

•

Offered advice and assistance to customers, paying attention to special needs or wants.

•

Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of

application process.

•

Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.

•

Determined financial needs by assessing existing

coverage and aligning new products and services with long-term goals.

•

• Finalized sales and collected necessary deposits. Calculated premiums and established payment methods for sales.

•

SKILLS

Interpretation and

Translation Services

•

• Policy Feature Explanations

Understanding Customer

Needs

•

Calm and Professional

Under Pressure

•

Interpretation and

Translation Services

•

Efficient and Detail-

Oriented

•

• Strong Telephone Etiquette

Customer Data

Confidentiality

•

• Client Prospecting

Upbeat and Positive

Personality

•

Excellent Verbal and

Written Communication

•

• Final Expense Insurance

• HIPAA Compliance

• Annual Account Review

American River College

Sacramento, CA

Business Administration And

Management

C.K. McClatchy High School

3066 Freeport Blvd. •

06/1988

High School Diploma

EDUCATION

Member of Secretary of

Asian Student Club

•

• High School Orchestra

Awarded Golden Empire

Music Award

•

CERTIFICATIONS

California licensed for

health & life since 2017 and

with active license.

•

Long term care

certification to sell long

term care products.

•

Wasabi House - Restaurant Manager

Citrus Heights, CA • 10/2003 - Current

The Fresh Express Catering Services - Owner

Sacramento, CA • 06/1993 - 10/2003

Conducted annual reviews of existing policies to update information.

•

Met, greeted and encouraged feedback from customers and used feedback to implement positive changes within restaurant.

•

Set clear expectations and created positive working environment for employees.

•

• Cultivated warm relationships with regular customers. Created fun team building activities to engage staff in up-selling to meet revenue targets.

•

Created and deployed successful strategies to boost restaurant performance, streamline food prep processes and reduce waste.

•

Oversaw balancing of cash registers, reconciled

transactions and deposited establishment's earnings to bank.

•

Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.

•

Conducted health, safety and sanitation process

evaluations to identify and remedy any violations

immediately.

•

Correctly calculated inventory and ordered appropriate supplies.

•

• Managed day-to-day business operations.

Evaluated suppliers to maintain cost controls and

improve operations.

•

Trained and motivated employees to perform daily

business functions.

•

Chinese (Cantonese)

Native or Bilingual

Vietnamese

Native or Bilingual

LANGUAGES

Contact this candidate