Professional Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline

Kayla Tang

World Financial Group
ROSEMEAD,CA
2
Languages
1
Certification
6
years of professional experience

Experienced account and client services professional with a strong background in bilingual communication, scheduling, and sensitive data management. Skilled at resolving client concerns, maintaining accurate records, and supporting smooth day-to-day operations. Focused on improving service quality, organization, and client satisfaction.

Work History

Client Relationship & Policy Specialist

3 Years
World Financial Group | 08.2023 - 08.2026
  • Processed policy updates, beneficiary changes, and coverage adjustments in client systems
  • Reviewed policy applications for accuracy and completeness before submission
  • Appointment setting and scheduling
  • Managed EHR maintenance and ongoing accuracy of records.
  • Communicated copays and deductibles to clients
  • Gathered, organized and input information into digital database.

Account Manager & Bilingual Liaison

2 Years 3 Months
COLLECTIVE PWR, LLC | 04.2021 - 07.2023

Corporate Interpretation & Communication

  • Served as the primary spoken-word interpreter during crucial operational meetings
  • Provided accurate real-time communication between English and Khmer speakers
  • Utilized cross-cultural competency to bridge communication gaps

Client & Account Management

  • Maintained strict confidentiality while handling sensitive client data
  • Monitored account activity, identifying gaps and recommending process improvements for smoother execution.
  • Resolved client concerns promptly, preserving relationships and supporting retention efforts.

Inside Sales Coordinator

5 Months
Set Schedule | 10.2020 - 03.2021
  • Coordinated high-volume phone and email queues to ensure timely responses and customer satisfaction
  • Maintained accurate database records and critical client documentation
  • Handled sensitive client information with strict adherence to privacy protocols
  • Cultivated strong relationships with clients by serving as the primary point of contact and resolving inquiries in a timely manner

Education

Associate of Science - Diagnostic Medical Sonography

Orange Coast College | Costa Mesa, CA | 06.2029

High School Diploma

San Gabriel High School | San Gabriel, CA | 05.2019

Skills

Effective communication
Multitasking
Organization
Familiarity with medical terminology
Database management
Conflict resolution strategies
Teamwork and collaboration
Problem-solving

Certification

Life, Accident, & Health Insurance

Languages

Spanish
Elementary
Khmer
Native or Bilingual

Timeline

Client Relationship & Policy Specialist

World Financial Group
08.2023 - 08.2026Read More

Account Manager & Bilingual Liaison

COLLECTIVE PWR, LLC
04.2021 - 07.2023Read More

Inside Sales Coordinator

Set Schedule
10.2020 - 03.2021Read More

Orange Coast College

Associate of Science from Diagnostic Medical Sonography
Read More

San Gabriel High School

High School Diploma
Read More
Kayla Tang