Kainy Liu
Newark,CA
Summary
Client-focused financial and operations professional with experience spanning insurance consulting, financial services, quality assurance, and office management. Known for building long-term client trust, translating complex information into clear guidance, and maintaining accuracy in regulated environments. Brings a rare combination of relationship management, analytical precision, and cross-functional coordination. Fluent in Mandarin and English, with a strong ability to support diverse clients and teams.
Insurance professional with extensive experience in providing personalized insurance solutions. Recognized for ability to build strong client relationships and deliver exceptional service. Focused on team collaboration and adapting to changing needs. Skills include risk analysis, policy development, and effective communication.
Experienced with client needs analysis and insurance policy customization. Utilizes risk management strategies to offer optimal coverage solutions. Knowledge of industry regulations and maintaining high standards of customer service.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Insurance Agent
National Life Group
09.2025 - Current
- Advise individuals and families on strategies to protect income, lifestyle, and long-term financial security.
- Guide clients through living-benefit life insurance solutions that provide access to funds during critical illness, disability, or unexpected life events.
- Conduct personalized coverage reviews to help clients understand existing policies, identify gaps, and align protection strategies with evolving goals.
- Educate clients in plain language, focusing on clarity, confidence, and informed decision-making rather than transactional sales.
- Develop long-term client relationships built on trust, responsiveness, and consistent follow-up.
Financial Consultant
New York Life
12.2023 - 08.2025
- Managed a growing client portfolio while delivering comprehensive insurance and retirement planning guidance.
- Built and serviced a client base exceeding 100 individuals through referrals, networking, and proactive outreach.
- Conducted detailed financial needs analyses to recommend appropriate life insurance and long-term planning solutions.
- Presented policy options clearly, helping clients understand benefits, trade-offs, and long-term implications.
- Maintained accurate client records, compliance documentation, and follow-up schedules using CRM systems.
- Participated in continuous professional training to stay current on regulatory and market changes.
CMM Coordinator
Foxsemicon Integrated Technology Inc.
10.2022 - 12.2023
- Ensured engineering accuracy and quality compliance in a precision manufacturing environment.
- Interpreted GD&T and engineering drawings to validate component specifications.
- Programmed and operated Hexagon and Mitutoyo CMM machines to perform high-precision measurements.
- Created inspection reports, bubble drawings, and documentation to support production and audit requirements.
- Coordinated inspection schedules to meet tight manufacturing deadlines without compromising accuracy.
Office Administrator / Manager / HR
Mega Matrix Corp
11.2021 - 11.2022
- Provided operational and HR leadership in a fast-paced corporate environment.
- Managed recruitment, onboarding, benefits administration, and employee records.
- Processed payroll through ADP while ensuring compliance with internal policies and labor requirements.
- Supported executive leadership with scheduling, documentation, and cross-department coordination.
- Implemented office procedures that improved workflow efficiency and internal communication.
Quality Control Inspector
SMC
12.2017 - 04.2020
- Maintained strict quality standards for systems and OEM products prior to shipment.
- Inspected products using established SOPs to ensure compliance with zero-defect standards.
- Verified test logs, packaging accuracy, and ESD safety compliance.
- Collaborated with production teams to resolve quality issues before shipment.
Inside Sales Representative
SMC
05.2016 - 11.2017
- Supported sales operations and customer communication for multiple account managers.
- Coordinated order processing, logistics, and customer updates.
- Responded to technical and delivery inquiries, improving client satisfaction and retention.
- Developed strong product knowledge to assist with sales support and problem resolution.
Education
Bachelor of Science - Information Technology
Southern New Hampshire University
New Hampshire, OH06.2025
Bachelor of Science - International Business
San Francisco State University
San Francisco, CA06.2016
Skills
- Client Relationship Management
- Customer service
- Licensed insurance agent
- Professionalism and ethics
- Quotes and sales
- Financial Needs Analysis
- Insurance Policy Review
- Living-Benefit Strategies
- Regulatory Compliance
- CRM Systems
- Microsoft Office
- Salesforce
- Google Workspace
- Data Accuracy
- Cross-Functional Coordination
- Executive Support
- Bilingual Communication (English & Mandarin)
Certification
- Life & Health Insurance License
- Valid Driver’s License
Languages
Bilingual: English & Mandarin
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Insurance Agent
National Life Group
09.2025 - Current
Financial Consultant
New York Life
12.2023 - 08.2025
CMM Coordinator
Foxsemicon Integrated Technology Inc.
10.2022 - 12.2023
Office Administrator / Manager / HR
Mega Matrix Corp
11.2021 - 11.2022
Quality Control Inspector
SMC
12.2017 - 04.2020
Inside Sales Representative
SMC
05.2016 - 11.2017
Bachelor of Science - Information Technology
Southern New Hampshire University
Bachelor of Science - International Business
San Francisco State University