Kristie Chen
San Leandro,CA
Summary
Experienced financial professional seeking part-time opportunities in the education field to expand her service area. With extensive experience in data management, communication, and customer service, she is passionate about leveraging her skills to positively impact young generations and contribute to their growth and success.
Overview
20
20
years of professional experience
Work History
Independent Representative
Jar Insurance Services
09.2023 - Current
- Assist clients in selecting the best Medicare plans (Parts A, B, C, and D) by evaluating their healthcare needs, preferences, and budget.
- Provide guidance on plan benefits, coverage options, and eligibility requirements while ensuring compliance with Medicare regulations.
- Host community events to educate seniors about their healthcare options, and maintain relationships by offering ongoing support and annual reviews to ensure optimal plan choices.
Senior Director of Marketing
World Financial Group, Inc.
10.2012 - Current
- Develop and execute comprehensive marketing strategies to drive brand awareness, lead generation, and sales growth for financial products and services.
- Lead and manage marketing teams, ensuring alignment with business goals and effective execution of campaigns across digital, social media, and traditional channels.
- Oversee budget management, resource allocation, and performance tracking to optimize marketing initiatives and maximize ROI.
Account Manager
Aopen America
Milpitas, CA
01.2007 - 02.2009
- Build and maintain strong client relationships, ensuring satisfaction and identifying opportunities for account growth.
- Drive sales by managing key accounts, negotiating contracts, and meeting revenue targets.
- Provide product expertise and support, ensuring successful implementation and troubleshooting for clients, while handling clerical tasks such as data entry and documentation
Office Clerk
Ord & Norman
San Francisco, CA
01.2005 - 01.2007
- Managed clerical tasks including data entry, filing, and organizing legal documents.
- Assisted with client communication, appointment scheduling, and inquiries.
- Prepared and filed legal taxation documents, ensuring compliance with deadlines.
Education
Bachelor of Science - Business Management
San Francisco State University
05-2005
Skills
- Data analysis
- Customer service
- Organizational skills
- Records management
- Self motivation
- Problem-solving abilities
Languages
Chinese (Mandarin)
Native/ Bilingual
Chinese (Cantonese)
Native/ Bilingual
Timeline
Independent Representative
Jar Insurance Services
09.2023 - Current
Senior Director of Marketing
World Financial Group, Inc.
10.2012 - Current
Account Manager
Aopen America
01.2007 - 02.2009
Office Clerk
Ord & Norman
01.2005 - 01.2007
Bachelor of Science - Business Management
San Francisco State University
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