Jane Chen
Chandler,AZ
Summary
Dedicated insurance broker with a decade of experience in customer service, market analysis, and relationship building. Proven ability to develop tailored solutions that meet client needs and enhance satisfaction.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Health Insurance Broker
Healthcare Solutions Team, LLC.
Chandler, AZ
09.2016 - Current
- Assisted clients in understanding insurance policies and coverage options.
- Conducted research on insurance products and market trends.
- Maintained up-to-date knowledge of industry trends and regulations.
- Resolved customer inquiries regarding policy changes or coverage issues.
- Provided information and answered questions via personal meetings, telephone calls, and email.
- Provided advice to customers on insurance-related matters.
- Developed insurance policies and programs to meet customer needs.
- Educated clients on coverage options and claims processes for better understanding.
- Maintained up-to-date knowledge of industry trends and regulatory changes affecting policies.
- Interviewed prospective clients to learn about financial needs and discuss existing coverage.
- Served as a point of contact for customers throughout the life cycle of their policies.
- Researched coverage and premium options and supplied clients with best coverage available for individual needs.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
Financial Advisor
World Financial Group Wfg
Tempe, Arizona
11.2006 - 08.2022
- Developed personalized financial plans aligned with client goals to optimize investment strategies.
- Educated clients on insurance products, clarifying benefits for informed decision-making.
- Explained advantages and disadvantages of financial products to enhance customer understanding.
- Responded promptly to client inquiries regarding accounts and services to maintain satisfaction.
Education
Bachelor of Science - Business Administration
Arizona State University
Tempe, AZ12-2012
Skills
- Policy negotiation
- Customer service
- Market analysis
- Risk assessment
- Policy development
- Client relationship management
Languages
Chinese (Mandarin)
Professional
English
Professional
Taiwanese dialect
Professional
Certification
Life & Health licenses
Timeline
Health Insurance Broker
Healthcare Solutions Team, LLC.
09.2016 - Current
Financial Advisor
World Financial Group Wfg
11.2006 - 08.2022
Bachelor of Science - Business Administration
Arizona State University