Chun Wong
Millis,MA
Summary
Professional with 15 years of management experience. Proficient in a wide range of computer software. Well-versed in accounting, performance measurement, attribution, and creating customized reports. Solid track record of implementing reporting and system enhancements to improve reporting accuracy and efficiency.
Overview
32
32
years of professional experience
Work History
Auto Damage Claims Adjuster
Progressive Insurance
01.2022 - Current
- Inspects vehicles and writes estimates in an accurate and timely manner, or may review the accuracy of estimates already written, appropriately documents claim related information, and makes decisions consistent with claims standards and local laws
- Proactively provides customers with information about the repair process and updates regarding the repair of their vehicle, or if the vehicle is not repairable may provide valuation information
- Sets clear and accurate expectations regarding repair duration, estimate detail, repair outcomes and financial obligation
- Develops and maintains relationships with vendors, including shop owners, managers and technicians, and salvage yard employees
- Completes estimates, updates PD Suite and meets productivity goals in an appropriate and timely manner
- Identifies related and unrelated damage (prior damage)
- Evaluates and executes payments of claims and resolution of claims without payments
- Makes total loss determinations and establishes total loss evaluations
- Reviews and assesses validity of all supplement requests
- Able to work assigned schedule subject to Progressive's flexible schedule policies and practices
- Able to work variable and flexible hours, such as nights, weekends, and holidays in response to business needs
- Able to travel as required on a daily basis to various inspection locations within the local market area, occasionally may need to travel to long-distance destinations
Claims Adjuster
PROGRESSIVE INSURANCE
07.2019 - 01.2022
- Making accurate liability decisions by taking recorded statements from relevant parties involved in the accident, analyzing vehicular traffic laws, reviewing damages to the vehicles and conducting scene investigations
- Analyzing coverage and resolving any potential coverage issues or writing up denials in accordance with state regulations and policy language
- Correspond with various towns, businesses, attorney’s and police departments to identify all potential exposures and in return handling these exposures promptly
- Settle total loss claims by contacting the lien holders, getting vehicles moved from tow yards and making sure all the vehicles arrive at the salvage yard with proper documentation
- Negotiate charges for tows, storage cost and lost of use with involved parties
- Provide excellent customer service and ensure all customer concerns and questions are addressed throughout the claim process
- Licensed claims adjuster in all 6 New England states.
Receiving Manager
RESTAURANT DEPOT
01.2019 - 07.2019
- Manage a team of 3 individuals
- Ensure accuracy of item description and counts for all incoming and outgoing shipments
- Ensure accuracy of all UPC numbers for all incoming and outgoing shipments
- Ensure accuracy when filling out Manifest/Bill of Lading
- Ensure accuracy and maintain IBT Seal Log for both incoming and outgoing deliveries
- Ensure list of incoming Purchase Orders (Order Pool) is run and follow up with Buying or Logistics Department to ensure “on time” Purchase Orders
- Record and file all incoming and outgoing Purchase Orders
- Ensure Goods Received Book (GRB) and any Adjustment Vouchers (AVs) are current and accurate
- Ensure Receiving Clerk is accurately entering everything received on the day it was received
- Ensure all Driver Logs are maintained and filed appropriately
- Ensure Receiving Clerk has all deliveries properly scheduled
- Ensure trucks are unloaded/loaded in a timely manner and maintain detention times to a minimum
- Perform monthly self-audits being performed and address action items
- Maintain open channel of communications with Logistics Department
- Ensure all Safety Policies are being adhered to in department
- Ensure all HACCP guidelines are in place and according to plan
- Ensure all power equipment are maintained
- Ensure dumpster and cardboard bales are emptied
- Unload, Verify, Record, and label all cross dock pickups.
Customer Service Associate
LOWE’S HOME IMPROVEMENT
01.2010 - 01.2019
- Serves as the store expert in the ProServices department
- Provide detailed product information to both customers and peers
- Promote and recommend products, plans, or installation services that match customer needs
- Inform customers on pricing, options or status on pending orders
- Generate leads, conduct sales activities, build relationships with customers
- Reach out to vendors to track and fulfill orders
- Use forklift or narrow aisle reach to pull and load orders for customer for pickup or delivery
- Resolve any issues concerning product availability and delivery and pick up of products.
Senior Consultant
DELOITTE CONSULTING
01.2005 - 01.2008
- Utilize audit methodology to plan audits, assess risk, and determine controls associated with those risks in the assigned audit skills
- Analyze data, facts and test results to draw appropriate conclusions regarding the effectiveness and efficiency of the Business Unit’s internal controls and communicated control weakness directly with the Audit Team Management
- Complete audit work papers and memoranda by documenting audit tests and findings in an automated work paper program
- Communicate audit progress and findings by preparing reports and providing information in meetings
- Develop and write up audit findings and make recommendations for review by the Senior Auditor and Audit Manager
- Ensure adherence to company policies, Corporate Audit procedures, GIPS, and industry regulations.
Production Manager-Performance Measurement Group
STATE STREET BANK and TRUST Co
01.2003 - 01.2005
- Manage a growing Performance Measurement Group that calculates and reviews daily and monthly rates of return
- Provide training on performance products to various areas of division
- Work with the Client Service Group to develop and enhance reports for clients
- Consult with Client Service group on performance related issues, including presenting to clients
- Work with Custody Support to streamline and adjust their procedures to better suit daily performance environment
- Manage IT department for delivery of enhancements to extract and audit reporting
- Develop a daily audit procedure for Custody Support for initial audit of performance related items
- Work with UAT for any enhancements to performance product and conversion of new accounts.
Senior Performance Analyst
WELLINGTON MANAGEMENT COMPANY
01.2000 - 01.2002
- Provided guidance to Fund administration group on accounting issues that affect performance
- Provided training on performance reporting tools to new employees of Wellington
- Worked with the Client Service Group to develop and enhance reports for clients
- Verified the returns for all Global Equity and Global Sector products
- Maintained and reported all peer comparisons, including the use of Lipper, Micropal, and Southam
- Provided attribution for equity and fixed income products by utilizing Factset and internally built systems
- Provided reports for Product Management to advance product lines and verify product styles
- Tested performance module for the new fund accounting system
- Tested the new Performance Reporter and provided technical support as it was rolled out for internal use
- Tested new Lipper “Hindsight” product and recommended purchase to Research Committee
- Revamped monthly audit reports for better efficiency.
Manager of the Performance and Analytics Department
FLEETBOSTON
01.1995 - 01.2000
- Responsible for overseeing department’s six individuals
- Performed management review of staff and oversaw employee development
- Calculated, tracked and analyzed in conformity with AIMR standards the performance of the Bank’s 17 mutual funds, institutional accounts and private high net worth accounts
- Mutual funds included domestic and international equity funds, municipal, government and corporate bond funds
- Maintained Fleet Investment Advisor’s AIMR level II compliant composite
- Provided market and economic research and analysis in support of Investment Services and the Private Bank sales force
- Performed portfolio attribution and style analysis using such statistics as standard deviation, Sharpe Ratio, Alpha-Beta, P/E ration, Growth rates, yields, market caps, duration, sector rotation, credit quality rotation and yield curve placement
- Prepared and developed quarterly fund investment management review and compliance monitoring reports, for use by the senior management team, fund managers and Board of Trustees
- Prepared and developed presentations and marketing materials for client and sales team of the domestic and international Private Bank
- Attended quarterly investments meetings with portfolio managers to remain current on all major aspects of the economy, capital markets, investment market trends and investment policy issues
- Reviewed and monitored mutual funds for inclusion in the retirement plans of outside companies and make necessary recommendations
- Reviewed and reported on performance data of the Bank’s 401 (K) product
- Reviewed all the accounting changes for Fleet Investment Advisors
- Served as in-house investment resource for RFP’s and academic/instructional materials
- Managed the bank’s “Best of the Best” product
- This includes the buy/sell recommendation for the mutual funds
- The product has over $100 million in assets
- Recommended asset allocation for private high net worth clients
- Developed budget and forecast for the department
- Reviewed performance of fund managers and provide sensitive information to C.I.O.’s for annual compensation
- Kept abreast of new software packages that improved performance reporting for internal and external clients.
Senior Performance Analyst
STATE STREET BANK AND TRUST COMPANY
01.1992 - 01.1995
- Maintained relationships with plan sponsors, money managers and consultants
- Calculated plan returns for Master Trust and Public Fund Clients
- Determined equity portfolio style by analyzing equity fundamentals
- Assessed bond performance by analyzing duration, yields, ratings and asset type
- Created benchmarks and verify appropriateness of benchmarks through regression analysis
- Determined impact of derivatives and currency overlay programs to performance
- Researched foreign market conditions to better interpret portfolio performance
- Created what if scenarios for sector and asset allocation
- Developed and tested specifications for new analytic workstation.
Education
Masters of Finance -
Boston College - Graduate School of Management
BSBA, Accounting -
BOSTON UNIVERSITY - School of Management
Skills
- Massachusetts Claims Adjuster License
- Massachusetts Auto Appraiser License
- Mitchell Estimating Software
- Excel
- Word
- OneNote
References
Available upon request
Timeline
Auto Damage Claims Adjuster
Progressive Insurance
01.2022 - Current
Claims Adjuster
PROGRESSIVE INSURANCE
07.2019 - 01.2022
Receiving Manager
RESTAURANT DEPOT
01.2019 - 07.2019
Customer Service Associate
LOWE’S HOME IMPROVEMENT
01.2010 - 01.2019
Senior Consultant
DELOITTE CONSULTING
01.2005 - 01.2008
Production Manager-Performance Measurement Group
STATE STREET BANK and TRUST Co
01.2003 - 01.2005
Senior Performance Analyst
WELLINGTON MANAGEMENT COMPANY
01.2000 - 01.2002
Manager of the Performance and Analytics Department
FLEETBOSTON
01.1995 - 01.2000
Senior Performance Analyst
STATE STREET BANK AND TRUST COMPANY
01.1992 - 01.1995
Masters of Finance -
Boston College - Graduate School of Management
BSBA, Accounting -
BOSTON UNIVERSITY - School of Management
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