Expert in insurance products and customer service with a strong track record in analyzing documentation and resolving complex issues. Proven ability to promote new products and achieve sales objectives while maintaining superior client relationships. Experienced in navigating regulatory requirements and delivering effective communication across various channels. Recognized for exceptional productivity and efficiency in generating new business and enhancing client satisfaction.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Agent
Bankers Life
McKinney, Texas
07.2025 - Current
Assisted clients in selecting appropriate insurance policies and coverage options.
Conducted thorough assessments of client needs and financial situations.
Provided ongoing support and education to clients about policy details.
Managed client accounts, ensuring accurate documentation and timely updates.
Engaged in prospecting activities to identify potential new clients.
Utilized CRM software to track client interactions and manage follow-ups.
Educated customers on the importance of maintaining adequate insurance coverage.
Responded to customer inquiries and problems to promote great service.
Provided customers with information regarding plan features, pricing, and availability.
Developed relationships with new clients through cold calling and referrals from existing customers.
Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Explained complex technical terms related to insurance plans in simple language for easy understanding.
Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Counseled prospects and policyholders on coverage, limits and regulations.
Program Coordinator
University of Maryland Global Campus
APO, AP
06.2023 - 06.2024
Oversaw the enrollment process for military personnel and affiliated individuals, ensuring meticulous and prompt completion of all necessary documentation.
Utilized Salesforce and PeopleSoft platforms to sustain accurate student account records, proactively resolve discrepancies, and offer essential support to students when required.
Coordinated the configuration and organization of electronic devices and systems for company staff and faculty, optimizing technological resources to elevate productivity and streamline communication.
Orchestrated the development and establishment of a satellite campus within a military training facility, significantly enhancing the University of Maryland Global Campus (UMGC) experience for military personnel and their affiliates.
This strategic expansion not only broadened our institutional footprint, but also profoundly enriched educational accessibility and convenience for our military community..
The initiative included a thorough design and implementation plan, involving the establishment of a robust IT infrastructure, configuration of versatile computer stations accessible to students at all times, and ensuring continuous maintenance of the office space and all electronic devices to maintain and optimize operational functionality.
Served as the designated point of contact for a portfolio of up to 300 students, handling all UMGC-related queries and situations.
Independently managed a satellite office, while also supporting other locations to ensure a consistent and efficient student traffic flow, enabling timely student assistance.
Site Support Specialist
University of Maryland Global Campus
APO, AP
09.2022 - 05.2023
Managed enrollment processes for military personnel and related individuals, ensuring accurate and timely completion of required paperwork and documentation.
Utilized Salesforce and PeopleSoft to maintain up-to-date and accurate student account records, resolving any discrepancies, and providing necessary support to students as needed.
Coordinated the setup and organization of electronic devices and systems for company staff and professors, ensuring smooth and efficient use of technology to enhance productivity and communication.
Educational Aid (Special Education)
Osan Elementary School
APO, AP
12.2021 - 06.2022
Provided daily instruction and guidance to a diverse student population of over 90 individuals, utilizing effective teaching strategies and tools to promote academic and personal growth.
Supported students with mental impairments through specialized instruction and accommodations, ensuring their full participation and success in the classroom.
Demonstrated versatility and flexibility by teaching across multiple grade levels, ranging from kindergarten to fifth grade, adapting instructions to meet the unique needs of each age group, and the individual learners.
Education
Bachelor of Science - Business Finance
Liberty University
Lynchburg, VA
01.2023
Skills
MS 365 fluent
Strong analytical skills
Problem-solving
Team player
Adaptable
Extensive computer knowledge and experience
Effective communication
Proficient in managing and resolving challenging situations
Highly adaptable to diverse environments
Skilled in utilizing AI tools
Languages
Korean
English, Fluent
Korean, Conversational
Contact Expertise
In-depth understanding of military culture and community dynamics
Expertise in computer infrastructure and peripheral devices
Effective communication across various levels, including customers, leadership, and team members
Proficient in managing and resolving challenging situations to meet client needs
Highly adaptable to diverse environments, enabling rapid proficiency
Skilled in utilizing AI tools such as ChatGPT to improve work efficiency and overcome language barriers
Extensive experience with power tools, including automotive, woodworking, and basic metalworking (e.g., welding)
Proficient in soldering and electronics, with experience in building and repairing computers, keyboards, mice, and phones
Business Accountability Analyst, HR Strategy/Planner at Wells Fargo Bank, N.A.Business Accountability Analyst, HR Strategy/Planner at Wells Fargo Bank, N.A.