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
Houston, TX
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
Houston, TX
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