Michael Kim
San Jose,CA
Summary
• Well organized with a track record that demonstrates self-motivation, creativity, and initiative to achieve business goals.
• Detailed in day-to-day business operations and employee management.
• Outstanding success in building and maintaining relationships with customers and staff.
Overview
30
30
years of professional experience
Work History
Development Officer
Advent Group Ministries
San Jose, CA
03.2020 - 09.2023
- Evaluate and optimize data processes that yield an annual savings of over $15k/yr.
- Manage CRM (Bloomerang and GifrtWorks) and MailChimp.
- Rebuilt and maintain website to enhance design, usability and content.
- Produce marketing communications that highlight stories of impact through newsletters, annual summary, email and direct mail campaigns.
- Build a presence through social media that includes video storytelling.
- Manage volunteers and staff participation.
- Cultivate relationships with current and prospective donors through phone calls, follow-up, community building, and networking events.
- Process donor thank you letters and tax receipts.
- Coordinate awareness campaigns with Counseling, Out-Patient, and Residential directors and staff.
- Orchestrate production of videos for marketing campaigns.
- Provided guidance and training to staff members on development activities.
- Drafted thank you letters for major gifts received from corporate partners or individuals.
- Worked with volunteers to guide fundraising activities, managed finances and strategized with board members to innovate opportunities to attract new donors.
- Identified opportunities for cost savings through efficient use of resources.
Mentorship Program
Cross the Line
San Jose, CA
04.2018 - 01.2020
- Developed and implemented a comprehensive mentorship program for gifted students.
- Created individualized learning plans tailored to each student's needs and interests.
- Trained mentors on how to effectively work and teach younger peers.
- Facilitated meetings with parents and guardians of participating students regarding their progress in the program.
- Analyzed data collected from surveys distributed among participants.
- Focus on mental preparation and wellness throughout development.
Owner
SAB Insurance Services
San Jose, CA
07.2010 - 12.2017
- Maintained relationships with existing clients by providing superior customer service.
- Managed daily operations of business, including hiring and training staff.
- Ensured compliance with local, state, and federal regulations.
- Developed and implemented successful sales strategies to meet business goals.
- Implemented quality assurance processes to ensure product excellence.
- Educated customers on the importance of maintaining adequate insurance coverage.
- Responded to customer inquiries and problems to promote great service.
- Maintained accurate records of all insurance transactions using computer software systems.
- Conducted meetings or phone calls with potential clients to present insurance policies and answer questions.
Principal
Allstate Insurance Co
San Jose, CA
04.2008 - 04.2010
- Maintained one of the highest retention rates in the area.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Resolve problems to promote great service and maintain high satisfaction level.
- Maintained accurate records of all insurance transactions and documents using computer software systems.
- Analyzed customer needs and provided best options, upselling products and services.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Pursued new clients through various marketing strategies to grow existing portfolio of policyholders.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Oversaw daily operations of small business including customer service and financial management.
- Managed staff recruitment, hiring, training, and development.
Sr. Implementation & Sr. QA Specialist
Standard Retirement Services, Inc.
San Jose, CA
09.1999 - 12.2007
- Developed test plans, test cases, and scripts for functional, performance, load testing of software applications.
- Provided technical guidance and mentorship to junior members of the QA team.
- Conducted training sessions for users on how to use the newly implemented software program.
- Monitored progress of implementations in order to meet deadlines set by clients.
- Verified that every client received highest level of support, assistance and professionalism to uphold company's commitment to service.
- Initiate and maintain new and existing client relationships.
- Monitor event tracking/support tickets to ensure that all plan implementation tasks are on schedule and complete for all western region clients.
- Perform quality control of tasks completed by company's Implementation Analysts.
- Manage recordkeeping for the top 10 accounts in the western region.
- Responsible for generating and approving all participants quarterly statements for western region offices.
- Supervise operations staff for plans in assuring the quality of all recordkeeping functions.
- Primary contact point for communications between the service office and operations center.
Pension Plan Administrator
PG&R, Inc.
San Jose, CA
01.1994 - 10.1998
- Analyzed data from various sources to identify errors or discrepancies in contribution calculations and processes.
- Provided customer service support by responding to participant inquiries in a timely manner.
- Completed required testing for non-discrimination purposes for all qualified retirement plans.
- Processed plan amendments when needed to ensure compliance with applicable laws and regulations.
- Maintained detailed records on plan activity such as contributions, loans, transfers and withdrawals.
Education
Bachelor of Arts - BA in Economics And Minor in Communications
Brigham Young University
Provo, UT08-1993
Skills
- Partnership Building
- Operations
- Sales expertise
- Strategic Thinking
- Market Research
- Interpersonal Skills
- Problem-Solving
- Organizational Skills
- Relationship Building
- Analytical Skills
- Documentation And Reporting
- Data Analysis
- Team building
- Teamwork and Collaboration
- Multitasking
Certifications & Licenses
- Certified Mental Game Coaching Professional by Peak Performance Sports, LLC
- IET Nutritional Consultant Certification
- CA Property and Casualty
- CA Life (Whole & Variable) & Health
- Series 6 & 63
Timeline
Development Officer
Advent Group Ministries
03.2020 - 09.2023
Mentorship Program
Cross the Line
04.2018 - 01.2020
Owner
SAB Insurance Services
07.2010 - 12.2017
Principal
Allstate Insurance Co
04.2008 - 04.2010
Sr. Implementation & Sr. QA Specialist
Standard Retirement Services, Inc.
09.1999 - 12.2007
Pension Plan Administrator
PG&R, Inc.
01.1994 - 10.1998
Bachelor of Arts - BA in Economics And Minor in Communications
Brigham Young University
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