Chi Ho
Pearland,TX
Summary
Insurance and financial consultant specializing in financial analysis, client relationship management, and compliance. Demonstrated success in improving client satisfaction and optimizing communication processes. Strong analytical skills combined with a commitment to regulatory adherence.
Overview
27
27
years of professional experience
Work History
Insurance & Financial Consultant
Experior Financial Group
HOUSTON, TX
06.2025 - Current
- Advised clients on insurance products and coverage options to meet needs effectively.
- Analyzed client requirements to recommend suitable insurance plans.
- Educated clients on claims processes and documentation requirements, improving their understanding and confidence in navigating claims.
- Managed client inquiries, delivering timely responses that improved client satisfaction and retention.
- Conducted policy reviews ensuring compliance with regulations.
- Developed marketing materials promoting insurance services to increase outreach.
- Collaborated with team members to enhance service delivery standards, ensuring consistent client experiences.
Operating Manager
Tony Lp Catering & Event Management
Houston, Texas
11.2023 - Current
- Managed daily catering operations and coordinated events to meet client expectations.
- Oversaw staff scheduling, achieving full coverage for all events.
- Monitored daily operations, ensuring efficiency and effectiveness.
- Developed and implemented streamlined workflows to enhance team efficiency.
- Clarified specific event requirements with clients to ensure seamless execution.
- Trained new employees on company policies and operational procedures.
- Maintained inventory levels, ordering supplies as necessary.
- Established key performance indicators for departments to evaluate operational effectiveness.
Staff Accountant
Texas Management Division
Houston, Texas
09.1999 - 07.2004
- Managed monthly financial closings and reconciliations for Texas management division.
- Compiled journal entries to ensure accuracy of general ledger records and support financial reporting.
- Utilized accounting software to streamline transaction processing and reporting.
- Implemented internal controls to safeguard assets and enhance financial integrity.
- Managed accounts receivable activities, streamlining invoicing, payment application, and balance monitoring to optimize cash flow.
- Reviewed accounts payable invoices for accuracy before payment processing.
- Processed payroll for all employees, ensuring timely and compliant salary disbursement.
- Assisted in quarterly and annual budget preparation, ensuring compliance with tax regulations.
Education
BBA - Finance
Northeast Louisana University
Monroe,LA05-1998
Skills
- Insurance planning
- Insurance decisions
- Financial analysis
- Risk assessment
- Retirement planning
- Wealth management
- Client relations
- Financial risk management
- Market knowledge
- Client management
- Client relations
- Data interpretation
- Retirement planning
Timeline
Insurance & Financial Consultant
Experior Financial Group
06.2025 - Current
Operating Manager
Tony Lp Catering & Event Management
11.2023 - Current
Staff Accountant
Texas Management Division
09.1999 - 07.2004
BBA - Finance
Northeast Louisana University