Summary
Overview
Work History
Education
Skills
Hobbies and Interests
References
Timeline
Generic

Crystal Lyfoung

Coon Rapids,Minnesota

Summary

I was a licensed life insurance agent with five years of customer service and management role experienced in the insurance industry in the financial sector. I managed client’s and team’s accounts using company platforms and assisted client’s and prospective clients with income needs and financial goals to determine the best suitable financial product for purchase. I was responsible for explaining company applications, policies, procedures and generating quotes. I informed and trained licensed team members on company updates, applications, procedures and protocols to ensure quality of work. I set goals, review reports and create alignment to accomplish recruiting and sales goals. I provided excellent experiences and built relationship with my network and clients, which allowed me to obtained referrals and increase sale goals. Currently, I work a casual position; every Saturdays, at Midwest Radiology as a Medical Receptionist. I check- in patients, answer inbound calls, schedule patients, cancel appointments, process payments and update patients’ profile as needed. I love to work with people and provide them services that will help them be successful.

Overview

11
11
years of professional experience

Work History

Front Desk – Medical Receptionist

Midwest Radiology
01.2019 - Current
  • Greet patients and visitors
  • Check-in patients
  • Scheduled and cancel appointments
  • Work independently or only as Medical receptionist on Saturday
  • Process cash and credit card payments for appointments
  • Answered inbound phone calls from patients and urgent care centers
  • Make outbound calls to patient regarding appointments
  • Data entry and scanning in paperwork
  • Maintained accurate records on patients and update patient accounts

Life Insurance Producer – Regional Manager

Freedom Equity Group
01.2019 - 01.2024
  • Communicated with clients to formulate a life insurance plan best fit for client financial goals
  • Communicated with clients and team through Zoom, phone calls and in-person
  • Trained new team members on sales presentations and formulating life insurance plan for specific needs
  • Attended meetings and trainings
  • Responsible for applications, delivering policies and annual review reports
  • Annual reviews meeting with clients
  • Work from home during year 2020-2022

Administrative Assistant with Wells Fargo

Robert Half Company
01.2014 - 01.2015
  • Administrative Assistant at Wells Fargo
  • Record farmer’s insurance onto Excel
  • Telephone and customer service focused compared to a call center along with independent side projects
  • Called clients to validate information regarding transfers
  • Worked on applications and documents to complete transfers
  • Transferred farmer’s insurance
  • Organized and filed documents into the Vault
  • Data entry

Education

High School Diploma -

Hmong College Prep Academy
Saint Paul, MN
01.2011

Kaplan life insurance certificate -

Skills

  • Organizational skills
  • Multitask skills
  • Flexibility
  • Ability to learn quickly
  • Recruiting
  • Sales
  • Team player
  • Independent worker
  • Customer service
  • Relationship building
  • Inbound phone calls
  • Outbound phone calls
  • Emails
  • Knowledge of Microsoft Office Suite
  • Knowledge of Data Privacy
  • Report management
  • Hospitality
  • Payment processing
  • Strong math skills
  • Administrative skills
  • Office paperwork
  • Strong communication skills
  • Leadership skills

Hobbies and Interests

  • Health meal plans
  • Workout; strength train

References

  • Jada Xiong, 414-405-7104, Manager
  • Cassandra Kue, 920-629-6425, Coworker
  • Sheng Her, 559-495-5827, Client

Timeline

Front Desk – Medical Receptionist

Midwest Radiology
01.2019 - Current

Life Insurance Producer – Regional Manager

Freedom Equity Group
01.2019 - 01.2024

Administrative Assistant with Wells Fargo

Robert Half Company
01.2014 - 01.2015

High School Diploma -

Hmong College Prep Academy

Kaplan life insurance certificate -

Crystal Lyfoung