Lherma Lea Yu
Orinda,CA
Summary
Formally was in the insurance and investments industry and now interested in transitioning into the Real Estate Industry.
I am a mother of two boys who are in middle school and a wife of a successful husband who is in the restaurant and wine industry.
I hope to apply my skills i have learned in the insurance industry to now the real estate industry. The reason for the career change is because my husband and I would like to invest in more properties in the future as we have some experience in renovating and remodeling homes/property. We just remodeled our second home.
My main goal is to learn the ins and outs of the real estate industry, attain financial freedom, retire early, open a couple assisted living facilities and teach my kids how to do the same.
Overview
18
18
years of professional experience
Work History
Commercial and Personal Lines Account Executive
David E. Quan Agency
Oakland, CA
12.2012 - 06.2022
- Worked in paperless environment to service new and existing personal line accounts.
- Marketed and sold insurance policies directly to clients.
- Responded to billing inquiries, coverage verification and other questions by phone and email within [Timeframe].
- Generated referrals to maintain steady business.
- Quoting online within our various carriers such as Allied, Safeco, Hartford, Farmers, Mercury, Travelers, Liberty Mutual and many more.
- Finalized sales and collected necessary deposits.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Calculated premiums and established payment methods for sales.
Office Administrator
Jerry Cates Insurance Agency
Pinole, CA
01.2005 - 09.2010
- Interacted with customers by phone, email or in-person to provide information.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
- Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
- Tracked office supplies and restocked low items to keep team members on-task and productive.
- Kept detailed records of supplies and office equipment use to budget and make orders for new supplies.
Office Assistant
Hilltop Investments @ The Mechanics Bank
Richmond, CA
04.2002 - 12.2004
- Completed clerical tasks such as filing, copying and distributing mail.
- Interacted with customers by phone, email or in-person to provide information.
- Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
- Delivered clerical support by handling range of routine and special requirements.
- Assisted 4 investment representatives with their administrative workload
- Managed about 2000 customer files, maintain clientele database, helped with marketing
- Interact with parent company PrimeVest Financial
Education
Property & Casualty- Broker- Agent License - Insurance
Test Teachers, Online
2012
Life, Health And Disability Insurance License - Insurance
Test Teachers, Online
2011
Associate of Science - Business Administration
Diablo Valley College
Pleasant Hill, CA06.2005
High School Diploma -
San Rafael High School
San Rafael1997
Skills
- Computer Skills: PC, proficient Hardware, Windows, Typing 45-55 wpm, ten key
- Software: MS Office Suite (Word, Excel, Powerpoint, Access, Outlook, Acrobat Adobe, Adobe Photoshop, Quickbooks
- Excellent verbal, written communication and organizational skills
- Responsible, self- motivated, independent, takes initiative and a quick learner
- Ability to work well under pressure with frequent interruptions and prioritize changing work loads
Timeline
Commercial and Personal Lines Account Executive
David E. Quan Agency
12.2012 - 06.2022
Office Administrator
Jerry Cates Insurance Agency
01.2005 - 09.2010
Office Assistant
Hilltop Investments @ The Mechanics Bank
04.2002 - 12.2004
Property & Casualty- Broker- Agent License - Insurance
Test Teachers, Online
Life, Health And Disability Insurance License - Insurance
Test Teachers, Online
Associate of Science - Business Administration
Diablo Valley College
High School Diploma -
San Rafael High School
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