Dung Chau
WESTMINSTER,CA
Summary
Known for exceptional relationship-building skills, ability to build lasting client relationships, cultivate customer loyalty and trust. Experience includes identifying target audiences, setting clear objectives, and determining effective digital marketing messages. Strong negotiation skills, demonstrates success in identifying client needs, presenting appropriate solutions, and closing sales.
Overview
20
20
years of professional experience
Work History
Agent
New York Life Insurance Co
Irvine, CA
03.2019 - Current
- Educated customers about different types of products available from the company's portfolio.
- Developed and implemented strategies for financial planning, investments, and retirement.
- Utilized financial planning software to model scenarios and forecast financial outcomes for clients.
- Discussed financial needs and goals to present investment options aligned with clients' financial status.
- Advised customers on various aspects of personal finance such as budgeting, taxes, insurance, investments.
- Implemented strategic social media campaigns and content to boost product awareness, increase audience engagement, and elevate sales.
- Attend networking events to promote professional relationships, and enhance brand and product visibility.
- Organized and executed various engagement activities, including luncheons and networking events, to strengthen partnerships with clients and centers of influence.
- Conducted client appointments to assess financial status and objectives, developing tailored financial plans.
Assistant Project Manager
K2 Construction
Irvine, CA
01.2014 - 02.2019
- Facilitated communication between team members, subcontractors and external partners involved in the project.
- Provided financial support by preparing invoices and estimates for projects.
- Implemented quality control measures throughout each stage of a project's lifecycle.
- Worked closely with senior managers to ensure that all projects were completed according to schedule.
- Provided support to the Project Manager in order to facilitate successful project outcomes.
- Submitted budget estimates, progress reports and cost tracking reports.
- Conducted meetings and prepared reports to communicate project status with internal and external teams.
- Kept project teams on-task with proactive control of budgets, schedules and scopes.
- Oversaw project activities, ensuring smooth progression from start to finish.
Project Administrator
R D Olson Construction
Irvine, CA
11.2007 - 08.2013
- Monitored project progress to enforce adherence to deadlines and quality standards.
- Served as single point of contact for project scheduling and changes to maintain oversight while keeping progress on track.
- Coordinated with internal and external teams to ensure that all tasks were completed on time.
- Handled RFI submissions to support project documentation and clarity.
- Ensured all subcontractors were informed of any updates to project plans or specifications.
- Monitored and facilitated onsite operations to maintain project efficiency.
- Ensured accuracy and compliance of contracts and scopes prior to distribution.
- Processed change orders for subcontractors and owners, maintaining comprehensive and organized records.
- Compiled and distributed project close-out documents, including warranties, product care/use manuals, and as-built drawings to owners and building managers.
Title Representative
North American Title
Orange, CA
08.2010 - 05.2011
- Scheduled and coordinated closing appointments with all relevant parties.
- Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
- Performed due diligence to identify any potential issues with a given title.
- Oversaw the closing process and coordinated with all stakeholders to facilitate seamless transactions.
Information Specialist
Web Us Mail
Garden Grove, CA
02.2005 - 07.2010
- Identified areas where existing processes needed improvement and developed strategies to address them.
- Collaborated with IT and ownership to implement new website products, enhancing business planning and goal achievement for end users on how to use the system effectively.
- Handled the first line of communication with clients encountering technology problems.
- Trained clients and real estate offices on marketing products to enhance their sales strategies.
- Managed correspondence to assist users with website navigation, enhance productivity, and address retrieval problems.
Education
Associate of Arts - Business And Merchandise Marketing
Fashion Institute of Design & Merchandising
Los Angeles, CA05-2005
Skills
- Lead prospecting
- Efficient Data Management
- Organizational skills
- Customer complaint resolution
- Problem-solving skills
- Relationship building
- Professional networking
- Meticulous Attention to Detail
- Client needs analysis
- Professionalism and ethics
- Financial transactions handling
- Confidentiality adherence
- Professional Phone Conduct
- Effective Time Management
- Strong Task Management Skills
- Effective Communication
Accomplishments
- Won Rookie Agent Life Paid Case Leader - 2019
- Won New Organization Agent of the Year - 2020
- Won Overall FYC Leader - 2020
- Won 1st Prior Class Leader - 2020
- Won New Organization Life Paid Case Leader - 2020
- Won 2nd Prior Class MVP - 2021
- Won New Organization Agent Paid Life Case Rate Leader - 2022
- Made Million Dollar Round Table 3 years in a row
Languages
Vietnamese
Limited
Timeline
Agent
New York Life Insurance Co
03.2019 - Current
Assistant Project Manager
K2 Construction
01.2014 - 02.2019
Title Representative
North American Title
08.2010 - 05.2011
Project Administrator
R D Olson Construction
11.2007 - 08.2013
Information Specialist
Web Us Mail
02.2005 - 07.2010
Associate of Arts - Business And Merchandise Marketing
Fashion Institute of Design & Merchandising
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