Jennifer Diep
San Jose,CA
Summary
Highly accomplished sales and service management professional with a robust 15+ years of experience in the insurance industry. Proven expertise in developing and executing strategic sales initiatives, optimizing customer satisfaction. Adept at leading cross functional teams, driving revenue growth and implementing innovative solutions to enhance operational efficiently. Demonstrated success in leveraging products and market dynamics to drive business expansion and achieve organizational goals.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Assistant Manager
AAA MWG Insurance
08.2021 - Current
- Manage Branch sales and Operations including DMV, Cashiering, and P&C Insurance
- Encouraged personal development per individual while guiding team to overall Branch success
- Coaching efficiently on outbound calls using side by side coaching and implementing VRO Tactics
- Ensures the team is in compliance with policies and procedures for daily operations
- Supports the BM in setting goals, feedback, weekly evaluations and on-going performance
- Manage Member escalations while providing exceptional customer service
- Efficient with Google sheets to create call lists to maximize Insurance Sales
- Responsible for balancing daily DMV control cashiering, EOD data entry for DMV totals
- Monitors, reports and audits Team and Individual performance weekly to improve Branch Efficiency.
Branch Team Lead
AAA MWG Insurance
05.2014 - 08.2021
- Manage Branch sales and Operations including DMV, Cashiering, and P&C Insurance
- Encouraged personal development per individual while guiding team to overall Branch success
- Coaching efficiently on outbound calls using side by side coaching and implementing VRO Tactics
- Ensures the team is in compliance with policies and procedures for daily operations
- Supports the BM in setting goals, feedback, weekly evaluations and on-going performance
- Manage Member escalations while providing exceptional customer service.
Executive Administrative Assistant
SIS - Apple Inc.
09.2013 - 05.2014
- Supported multiple high level Directors of Apple Global Security
- Process expense reports, file and fax documents
- Schedule, and handle logistics for meetings and large conferences
- Plan and organize International and Domestic Travel
- Properly generate and handle confidential information
- Develop new hire training and orientation
- Data Entry for lost and stolen hardware
- Manage calendars, timesheets and proper time management.
Sales/Marketing Associate
AAA NCNU Insurance
05.2009 - 09.2013
- Consistently met and frequently exceeded monthly sales goals
- Planned events with different vendors to generate new prospects
- Cultivated and maintained excellent customer relations for expanded business
- Responsible for quarterly DMV inventory
- Maintained good client retention levels and kept a low lapse ratio
- Assisted clients in reviewing coverage and making policy changes.
Multiple Line Sales Representative
State Farm Insurance
11.2008 - 05.2009
- Assisted in reviewing annual insurance and financial reviews with clients
- Calculated and presented insurance premiums and packages to prospects
- Provided continuous customer service to existing clients to insulate business
- Assisted clients in filing claims and follow-ups
- Followed-up with previous quotes for future potential sales.
Internet Sales/Service Associate
Lexus of Stevens Creek
10.2006 - 11.2008
- Managed internet sales leads and transform into new sales
- Contacted customers on expiration on current leases for possible new purchases
- Scheduled appointments for test drives and delivery of vehicles
- Managed inventory vehicle lot to prepare for daily demands
- Maintained excellent relationships with customers
- Filed necessary paperwork daily for service loaner vehicles.
Education
GED -
De Anza College
Cupertino, CA06.2003
Skills
- Bi-lingual in Vietnamese
- Excellent Communication skills
- Outstanding sales and customer service skills
- Strong ability to meet and exceed sales goals and revenue
- Efficient in daily Sales/Service operations
- Maintain strong written and verbal communication skills
Certification
- CA Department of Insurance Sales License #0G22588
- Life, Health, Property & Casualty
Professional Overview
Results oriented, highly motivated and exceptionally driven. Adaptable Leader who focuses heavily on employee engagement. Proficient in managing multiple priorities in time sensitive environments. Effective planning and organizing tasks. Outstanding sales experience and customer service skills. Constantly seeking a role of increased responsibility. Over 15 years experience in sales, customer service and operations.
References
Available upon request.
Timeline
Assistant Manager
AAA MWG Insurance
08.2021 - Current
Branch Team Lead
AAA MWG Insurance
05.2014 - 08.2021
Executive Administrative Assistant
SIS - Apple Inc.
09.2013 - 05.2014
Sales/Marketing Associate
AAA NCNU Insurance
05.2009 - 09.2013
Multiple Line Sales Representative
State Farm Insurance
11.2008 - 05.2009
Internet Sales/Service Associate
Lexus of Stevens Creek
10.2006 - 11.2008
GED -
De Anza College
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