Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jiahui Yu

Emeryville,CA

Summary

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Insurance Agent Assistant

WFG (Insurance Consulting Firm)
01.2020 - 01.2022
  • Successfully completed and obtained licensure for healthy and life insurance, demonstrating commitment to professional development.
  • Provided personalized guidance to clients, offering detailed explanations of insurance policies, coverage options, and benefits.
  • Collaborated with clients to assess their individual needs and recommend suitable insurance solutions tailored to their circumstances.
  • Continuously updated knowledge of insurance industry trends and regulations to deliver accurate and relevant information to clients.


Front Desk Agent

Good Luck Spa
08.2020 - 06.2021
  • Pursued and acquired certification as an aromatherapist, expanding expertise to provide exceptional service and guidance to spa clients.
  • Maintained accurate records of guest information, payments, and reservations using hotel management software systems.
  • Provided exceptional service during high-volume periods or challenging situations, ensuring a seamless experience for all guests.
  • Resolved guest issues promptly, resulting in positive feedback and return visits.

Accountant

YBD EXPRESS INC
11.2022 - 03.2023
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Maintained up-to-date knowledge on professional accounting standards to manage financial recordkeeping.
  • Gathered financial information, prepared documents, and closed books.

Education

Data Science/Economics

University of California, Berkeley
Berkeley, CA
12.2024

Skills

  • Mandarin and English Speaker
  • Licensed Insurance Agent
  • Quotes and sales
  • Negotiation
  • Policy Knowledge
  • Client needs analysis

Certification

  • CA Life Insurance License
  • CA Health insurance License
  • Aromatherapist Certificate
  • IDEA Leadership Certificate

Timeline

Accountant

YBD EXPRESS INC
11.2022 - 03.2023

Front Desk Agent

Good Luck Spa
08.2020 - 06.2021

Insurance Agent Assistant

WFG (Insurance Consulting Firm)
01.2020 - 01.2022

Data Science/Economics

University of California, Berkeley

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Jiahui Yu