Lin Cai
Sparks
Summary
Dynamic professional with a proven track record at A and H Insurance, excelling in customer retention and policy management. Proficient in Applied Epic and Salesforce, I leverage strong communication skills to enhance client relationships and drive sales growth. Committed to delivering exceptional service and tailored insurance solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Technical Assistant
A and H Insurance
Reno
08.2025 - Current
- Assisted Account Managers in Commercial Property and Casualty Insurance operations.
- Processed and dispatched certificates of insurance to clients.
- Executed policy changes to maintain updated records.
- Managed Motor Vehicle Reports (MVRs) for underwriting assessments.
- Developed renewal proposals to support client retention efforts.
- Processed policies and ensured timely delivery to clients.
Sales / Customer Service Representative
Farmers Insurance Group
Reno
08.2020 - 07.2025
- Providing excellent customer service to existing policyholders. Update current policies, explain coverages, give advice on filing claims.
- Help with client retention by reviewing their policy and giving client options that better fit their needs.
- Lead new prospects to convert them to clients.
- Guided new prospects through conversion to active clients.
Education
Bachelor's degree - Biochemistry
University of Nevada
RenoSkills
- Applied Epic and Accord 25
- Insurance sales and customer service
- Communication skills and phone etiquette
- Microsoft Office proficiency
- Customer retention strategies
- Invoicing and payment management
- Salesforce expertise
Personal Information
Work Permit: Authorized to work in the US for any employer
Certification
Property and Casualty - NV, CA
Timeline
Technical Assistant
A and H Insurance
08.2025 - Current
Sales / Customer Service Representative
Farmers Insurance Group
08.2020 - 07.2025
Bachelor's degree - Biochemistry
University of Nevada