Seeking a leadership role with an established business where initiative, compliance, quick thinking, strong communication, and relationship management skills will be used to help the business achieve its vision and mission.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Insurance Agency Owner
Country Financial Insurance
Ringgold, GA
2022 - Current
Directed operational agency strategies to elevate client satisfaction and retention through customized insurance solutions.
Evaluated market trends to refine product offerings and enhance competitive positioning.
Oversaw financial performance by optimizing budgets to enhance profitability and uphold service quality.
Led community outreach initiatives to enhance awareness of insurance products and services.
Enhanced client retention through delivery of exceptional customer service and cultivation of strong relationships.
Elevated agency visibility by executing targeted marketing campaigns.
Commercial Insurance Sales Agent
Simply Business Insurance Company
01.2021 - 01.2022
General&Professional Liability Insurance Sales
Workman’s Comp Insurance Sales
Servicing Inbound and Outbound Lead Calls
Customer Service Skills Utilized to Promote and Maintain Policy Holders
Executive Assistant to CEO, COO & CFO
Asian American Hotel Owners Association (AAHOA)
01.2018 - 01.2020
Manage and prioritize schedules for the CEO, COO and CFO to ensure that their time is focused on critical, strategic issues
Coordinate communications, track and follow up on requests, and triage actions requiring immediate actions
Perform a variety of accounting activities, such as processing check payments, expense reports, credit card reconciliation, purchase orders, and invoices weekly
Ensure and maintain confidentiality of all communications and documentation
Department Operations Manager
Great Expressions (formerly Nanston Dental)
01.2006 - 01.2017
Implement procedures to ensure continued scheduling and coordination of provider services to achieve revenue of over $3.5 million dollars a year
Utilize revenue management techniques to support practice in achieving profitability and growth
Assess and resolve operational issues in account auditing, insurance processing, accounts receivable, and collections
Establish and manage internal office protocols and procedures to standardize office efficiencies
Skills
Drove agency growth through targeted marketing strategies and commitment to exceptional customer service
Oversaw financial operations to achieve budgetary objectives, with enhanced reporting processes, resulting in significant improvements in financial performance and strategic decision-making
Designed and executed comprehensive relationship management strategies aimed at fostering client engagement and loyalty
Executed strategic marketing initiatives and organized networking events to elevate brand recognition
Directed planning and execution processes aimed at enhancing operational efficiency and achieving desired results
Microsoft Word Proficient
Certification
Insurance P&C Agent License
Life and health License
Insurance P&C Adjuster License Licensed by State of Georgia
State Farm Certified Certified by State Farm Insurance Co. for Auto and Fire Insurance