KHAI NGUYEN
Insurance Manager
Placentia,CA
Summary
Seasoned business professional with a comprehensive background in managing and building teams, achieving sales production goals, service metrics and developing action plans. Transforms underperforming teams into successful, motivated players. Strong leader and problem solver with a high level of business acumen. Skilled in working under pressure and adapting to new situations and challenges.
Overview
19
19
years of professional experience
Work History
Insurance Business Manager
Auto Club of Southern California, AAA
Anaheim Hills, CA
2022.05 - Current
- Assembled a sales staff that implemented an action plan increasing membership production by 40% ranking 2nd regionally and 3rd in all CA Field Sales.
- Provided leadership and mentorship to sales staff resulting in an improvement in auto production from 54% to 130% to goal.
- Collaborated with branch offices on sales, service, accuracy and retention strategies contributing to 2023 Region of the Year recognition in CA Field Sales.
- Analyze KPI to identify areas of improvement in sales and service indexes leading to feedback to the executive team.
- Utilize CRM applications such as Onyx, Tableau, Mutare, and Salesforce to drive production and membership service metrics.
- Actively involved in the talent selection process consisting of the recruiting, hiring, onboarding and offboarding new and existing employees.
- HAM Manager Qualifier for Q4 2022, Q1, Q2 and Q3 of 2023.
Sales Agent
Auto Club of Southern California
Fullerton, CA
02.2005 - 04.2022
- Devise action plans, execute marketing campaigns to drive sales production.
- Create brand awareness and solicits business via trade shows, fairs, and other industry related events.
- Interview prospective clients, analyze insurance data to identify gaps in coverage and make recommendations of beneficial products and services.
- Utilize BI reports to identify potential sales and cross-sell opportunities.
- Effective in maneuvering around obstacles and performing well in a highly competitive work environment
- Successfully able to maintain a high level of customer satisfaction by exceeding member's expectations, fostering relationships, and building their confidence in company products
- Processed and uploaded high volumes of insurance applications while maintaining 100% accuracy 7 out of the last 8 business quarters.
- 2021 Top Auto producer in Fullerton Branch
- Achieved Star Agent Status in Region 4
Sales Associate
Auto Club of Southern California
Fullerton, CA
- Identified member's core needs and effectively provided personalized solutions
- Negotiated and effectively diffused volatile customer interactions
- Supported company membership relationship strategy by providing legendary service
- Assisted management in compiling reports and tracked the daily progress of office performance.
Education
Bachelor of Science - Marketing
California State University - Long Beach
Long Beach, CA05.2004
Associate of Arts - Liberal Arts
Santa Ana College
Santa Ana, CA05.2002
Skills
- HIGHLIGHTS
- Proposal development
- Customer Needs Analysis
- Customer Relationship Management
- Conflict Resolution
- Strategy development
- Public Speaking
- MS Office Suite
- Google Analytics
Timeline
Insurance Business Manager
Auto Club of Southern California, AAA
2022.05 - Current
Sales Agent
Auto Club of Southern California
02.2005 - 04.2022
Bachelor of Science - Marketing
California State University - Long Beach
Associate of Arts - Liberal Arts
Santa Ana College
Sales Associate
Auto Club of Southern California
Certification
- Life License
- Property & Casualty License
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeWork Location
HybridRemoteOn-SiteImportant To Me
401k matchPaid time offWork-life balanceCompany CultureHealthcare benefitsCareer advancementPaid sick leaveWork from home optionSimilar Profiles
Jessica CeronJessica Ceron
Policy Management Specialist at Auto Club of Southern California, AAAPolicy Management Specialist at Auto Club of Southern California, AAA
Alexis ChavezAlexis Chavez
Member Service Associate at Auto Club Of Southern California, AAAMember Service Associate at Auto Club Of Southern California, AAA
Benjamin LoykaewBenjamin Loykaew
Mailroom Coordinator at Auto Club of Southern California (AAA)Mailroom Coordinator at Auto Club of Southern California (AAA)