Andrew Tran
Irvine,CA
Summary
Experienced at technical product development and managing business operations in automotive industry. Expertise in recruitment and employee oversight, customer relationship management and sales. Multilingual fluent in English and Vietnamese. Ambitious at expanding personal accomplishments and business goals.
Overview
25
25
years of professional experience
Work History
Insurance Sales Agent
New York Life Insurance Co
Irvine, CA
12.2022 - 04.2023
- Sought out new clients and developed clientele by networking to find new customers.
- Interviewed prospective clients to obtain data about financial resources and needs.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Conducted in-home and group presentations to provide detailed explanations of policy guidelines and benefits to clients and families.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Met with division leaders and consultants to discuss strategies to increase sales.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Chosen as a Fast Track Partnership program candidate to become certified as a recruiter and trainer of new agents for the operations management team.
Finance Manager
Honda World Westminster
Westminster, CA
09.2017 - 05.2019
- Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
- Selling vehicle extended warranties, and various protection plans.
Service Manager
Honda World Westminster
Westminster, CA
08.2001 - 09.2017
- Improved customer satisfaction ratings by listening to complaints and finding appropriate solutions to problems.
- Prioritized and delegated daily work tasks to meet anticipated project goals.
- Hired and trained service department staff to drive performance.
- Adhered to customer service standards to foster satisfaction and retention.
- Managed service department budget and investigated and resolved discrepancies.
- Guided department employees on changes from management.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Coached staff on strategies to enhance performance and improve customer relations.
- Recruited and trained new employees to meet job requirements.
- Upheld team productivity and quality objectives by setting and maintaining clear benchmarks for service and sales.
- Meeting or exceeding monthly sales goals.
Product Development and Technical Support
Nitrous Oxide Systems
Costa Mesa, CA
07.1998 - 08.2001
- Development of custom solutions for motorsport racing and industrial applications.
- Provide remote and onsite technical support to existing and new clients.
- Selling products that provide clients needs and goals.
Education
Accidental/Health-sickness/Life Insurance License #: 4268117 - Insurance And Risk Management
Xcel Solutions
01.2023
Associate of Science - Automotive Technology
Universal Technical Institute of California Inc
Rancho Cucamonga, CA06.1998
High School Diploma -
Irvine High School
Irvine, CA06.1993
Skills
- Adaptable to Changing Conditions
- Goal Setting
- Decision Making
- Business Relationship Management
- Creative and Innovative
- Staff Recruitment and Hiring
- Willing to Learn
- Service Oriented
- Sales Support
- Customer Service
- Relationship Building
- Team Building Leadership
- Sales
- Mentoring and Training
- Microsoft office, word, excel, etc
- Insurance Sales Strategy
- Asset Protection Expertise
- Insurance Program Analysis
- Financial Needs Assessment
- Client Prospecting/ Warm and cold market in person and phone approach
- Direct Marketing
Languages
English
Native/ Bilingual
Vietnamese
Native/ Bilingual
Timeline
Insurance Sales Agent
New York Life Insurance Co
12.2022 - 04.2023
Finance Manager
Honda World Westminster
09.2017 - 05.2019
Service Manager
Honda World Westminster
08.2001 - 09.2017
Product Development and Technical Support
Nitrous Oxide Systems
07.1998 - 08.2001
Accidental/Health-sickness/Life Insurance License #: 4268117 - Insurance And Risk Management
Xcel Solutions
Associate of Science - Automotive Technology
Universal Technical Institute of California Inc
High School Diploma -
Irvine High School