Candy Vo
Puyallup,WA
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
29
29
years of professional experience
Work History
Independent Insurance Broker
Self Employed
Puyallup, Washington
10.2017 - Current
- Advised clients on tailored insurance products, enhancing their coverage to suit specific needs.
- Developed strong client relationships, fostering trust and satisfaction through effective communication strategies.
- Maintained up-to-date knowledge of industry trends and regulations to provide clients with informed recommendations.
- Ensured compliance with applicable laws and regulations consistently.
- Completed annual training and testing to be certified with health insurance carriers
- Completed continuing education to maintain licensing in the State of Washington
Branch Manager / Escrow Officer
First American Title Insurance Co
Seattle, WA
09.1997 - 03.2017
- Managed escrow transactions from initiation to completion for real estate closings.
- Reviewed and prepared closing documents for accuracy and compliance with regulations.
- Coordinated communication between buyers, sellers, lenders, and agents, facilitating smooth transaction processes.
- Educated clients on escrow procedures, addressing questions and concerns effectively.
- Ensured adherence to state regulations in all transactions.
- Resolved client inquiries and issues promptly and professionally.
- Trained staff on compliance procedures, ensuring understanding and adherence to regulations.
- Managed staff scheduling, hiring and training processes.
- Conducted regular performance reviews for all employees in the branch.
- Assisted other branches during peak periods and special projects.
- Managed multiple files simultaneously while ensuring adherence to deadlines.
Education
Yakima Valley Community College
Yakima, WASkills
- Client advisory
- Compliance management
- Risk assessment
- Escrow management
- Customer relationship management
- Effective communication
- Client needs assessment
Timeline
Independent Insurance Broker
Self Employed
10.2017 - Current
Branch Manager / Escrow Officer
First American Title Insurance Co
09.1997 - 03.2017
Yakima Valley Community College