FRANK PEACE
KATY,TX
Summary
Looking for a challenging and exciting opportunity in the Analyst position.
Overview
4
4
years of professional experience
Work History
Customer Relationship Manager
PARAMIC FINANCIAL SERVICES
10.2020 - Current
- Deliver superior customer service to strengthen relationships and drive future business revenue.
- Produce and implement customer satisfaction guarantee program which directly result 50% increase in sales.
- Educate customers about products & services options by sitting down and doing financial planning strategy (401k, IRA, annuity, life insurance, long term care, taxes, healthcare).
- Manage customer relations on ongoing basis to maximize customer retention.
- Make customers aware of current and new programs and services.
Billing Analyst
HUNG LE EYE CENTER
08.2019 - 09.2020
- Contacted insurance companies to clarify client's benefits for billing purposes
- Followed up on unpaid bills & corrected rejected claims
- Prepared and mailed billing invoices
- Submitted claims to insurance company
Education
Bachelor of Business Administration - Accounting
University of Houston – Victoria
Houston, TX05.2022
Associate of Arts - Liberal Arts And Sciences
Monroe Community College
Rochester, NY01.2018
Skills
- Proficient in developing strategies to promote various products from home & auto insurance, health insurance, retirement planning, taxes, and life insurance products,
- Customer Relations: Strengthen & Maintain strong relationship with customers to cross-sale & high retention rate
- Analyze customer needs and develop strategy worksheets based on provided needs
- Train & mentor newly hired team members to help them quickly adapt to the high-paced, high-pressure work environment,
Languages
Vietnamese
Native or Bilingual
English
Full Professional
Timeline
Customer Relationship Manager
PARAMIC FINANCIAL SERVICES
10.2020 - Current
Billing Analyst
HUNG LE EYE CENTER
08.2019 - 09.2020
Bachelor of Business Administration - Accounting
University of Houston – Victoria
Associate of Arts - Liberal Arts And Sciences
Monroe Community College
Similar Profiles
Abdulmalik AbidAbdulmalik Abid
Professional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial ServicesProfessional Year and Provisional Financial Advisor at Rebellis Financial Services and Reilly Financial Services
Michael SmithMichael Smith
Vice President/Product Director at Voya Financial/ING/Aetna Financial ServicesVice President/Product Director at Voya Financial/ING/Aetna Financial Services
Heather MooreHeather Moore
Team Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial ServicesTeam Leader/Supervisor in Customer Experience at GM Financial- Americredit Financial Services
Miranda SoutherlandMiranda Southerland
Administrative & Event Assistant at Katy Independent School DistrictAdministrative & Event Assistant at Katy Independent School District
Brayden ArnoldBrayden Arnold
IT Professional at Texas A&M Transportation InstituteIT Professional at Texas A&M Transportation Institute