Crystal Lyfoung
Coon Rapids,MN
Summary
Licensed financial professional with over 10 years of experience in the financial industry that focuses on excellent customer service and solutions. Possess problem-solving and communication skills to provide a successful and quality experience. A self-motivator, a team player, and an individual with a positive attitude.
Overview
11
11
years of professional experience
Work History
Regional Manager
Freedom Equity Group
Cottage Grove, MN
07.2016 - Current
- Reviewed and processed applications for life and annuity, maintaining accuracy and efficiency.
- Managed mail and inquiries, streamlining communication processes for enhanced operational efficiency.
- Handled client correspondence through emails, phone calls, and direct communication.
- Developed comprehensive training programs to enhance team performance and drive productivity.
- Led weekly Zoom meetings to discuss team reports, and company updates.
- Engaged with clients to conduct annual reviews and discuss policy updates, ensuring alignment with their needs.
- Ensured compliance with company policies, procedures, and fiduciary duties.
Administrative Assistant With Wells Fargo
Robert Half Company
Saint Louis Park, MN
08.2014 - 07.2016
- Conducted outbound calls to clients to streamline insurance transfer processes, enhancing operational efficiency.
- Accurately recorded sensitive information into company systems, safeguarding data integrity and confidentiality.
- Coordinated the movement of insurance policies.
- Verified the accuracy of applications and documents to maintain high-quality data integrity.
- Supported the manager in handling escalated cases.
Education
High School Diploma -
Hmong College Prep Academy
Roseville, MN06-2011
Skills
- Client relationship management
- Staff training and development
- Decision-making
- Problem solving
- Strategic planning
- Customer service
- Data entry
- Application processing
- Team training
- Time management
Languages
English
Native/ Bilingual
Hmong
Native/ Bilingual
Timeline
Regional Manager
Freedom Equity Group
07.2016 - Current
Administrative Assistant With Wells Fargo
Robert Half Company
08.2014 - 07.2016
High School Diploma -
Hmong College Prep Academy
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