Hi, I’m
Ivan Cheung
Hayward,CA
Summary
Versatile and dynamic professional with a proven track record in policy analysis and exceptional customer service, notably at Jar Insurance Services. Skilled in Medicare expertise and enrollment processing, I excel in fostering client relationships and achieving sales goals. My experience spans real estate, driving, and hospitality, demonstrating adaptability and a goal-oriented approach.
Experienced with navigating health insurance policies and regulations. Utilizes communication and advisory skills to guide clients through plan selection processes. Knowledge of policy compliance and client relationship management.
Overview
25
years of professional experience
1
Certification
Work History
Jar Insurance Services
Licensed Health Insurance Agent
06.2024 - Current
Job overview
- Answered inbound calls from existing and future policyholders to answer inquiries and discuss insurance options.
- Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
- Educated prospective clients on the benefits of various health insurance options, effectively matching them with suitable plans that met their unique needs.
- Assisted clients in understanding complex insurance policies, ensuring they made informed decisions when selecting coverage options.
Keller Williams Advisory
Real Estate Agent
04.2024 - Current
Job overview
- Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
- Negotiated, facilitated, and managed real estate transactions.
- Advertised client properties through websites, social media, and real estate guides.
- Maintained connections with clients to encourage repeat business and referrals.
Uber And Lyft
Driver
04.2022 - 06.2024
Job overview
- Followed all relevant traffic laws and safety regulations.
- Utilized GPS and other navigation tools to plan routes and stay on schedule.
- Achieved safe driving records by consistently following traffic rules and regulations.
- Delivered goods and products to customer on time and in excellent condition.
Underdogs Sports Bar & Grill
Bar Manager
02.2010 - 08.2011
Job overview
- Closed out cash register and prepared cashier report at close of business.
- Created a welcoming atmosphere, fostering a loyal customer base and repeat business.
- Oversaw maintenance tasks for the bar area, ensuring a clean and safe environment for patrons at all times.
- Mentored and trained staff members to ensure exceptional customer service standards.
The Great Entertainer
Head Bartender
12.1999 - 10.2005
Job overview
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Developed a strong rapport with patrons, resulting in repeat business and increased loyalty.
- Trained new bartenders on drink recipes, mixing techniques, and customer service skills to enhance overall performance.
- Monitored cash handling procedures to ensure accuracy in transactions while minimizing instances of theft or loss.
Education
PSI Insurance San Francisco, CA
License Insurance Producer from Life, Health, And Sickness
12-2023
Skills
- Policy analysis
- Medicare expertise
- Enrollment processing
- Goal oriented
Affiliations
- American Chinese International Cultural Exchange Council (ACICEC)
Certification
- Life and Health Insurance License - CA Department of Insurance.
Languages
Chinese (Cantonese)
Native or Bilingual
English
Full Professional
Interests
- Volunteer Work
- Participating in fundraising events to support local charities, schools, or community projects.
- Regularly practice mindfulness and meditation for overall wellness.
- Passionate about balancing physical health with mental and emotional wellness.
Timeline
Licensed Health Insurance Agent
Jar Insurance Services
06.2024 - Current
Real Estate Agent
Keller Williams Advisory
04.2024 - Current
Driver
Uber And Lyft
04.2022 - 06.2024
Bar Manager
Underdogs Sports Bar & Grill
02.2010 - 08.2011
Head Bartender
The Great Entertainer
12.1999 - 10.2005
- Life and Health Insurance License - CA Department of Insurance.
PSI Insurance
License Insurance Producer from Life, Health, And Sickness
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