PHUONG
DAPHNE
THAM
*******@*****.***
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.
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Set clear expectations and created positive working environment for employees.
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• 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