Mickie Huang
Eastvale
Summary
Seasoned Life Insurance Specialist with proven success in managing complex insurance portfolios. Demonstrated ability to assess client needs and recommend suitable insurance products. Strong interpersonal skills, coupled with the capacity to build lasting relationships. Effectively contributed to business growth by increasing client base through strategic selling techniques and superior customer service. Bringing 20 years of superior insurance industry performance.
Overview
20
20
years of professional experience
Work History
Life Insurance Specialist
Auto Club of Southern California, AAA
Eastvale
01.2007 - Current
- Ensured underwriting guidelines, and compliance with company policies and procedures at all times.
- Maintained and secured accurate records of members' interactions and transactions.
- Generated leads through cold calling, online searches, and referrals from existing clients.
- Developed relationships with members by providing legendary customer service.
- Identified opportunities for cross-selling additional products and services, such as credit cards, auto/home insurance needs, identity protection, and travel needs.
- Created presentations and proposals for proposed insureds, either in person, by phone, or via video-conferencing tools.
- Followed up with members on a regular basis to ensure satisfaction with services provided before the approval, and once a year for annual review.
- Answered customer questions and responded promptly to problems and complaints in person, on phone and by email.
- Engaged positively with each member, providing professional and polite support for sales and service needs.
- Improved customer service feedback scores through outstanding service.
- To ensure meeting or exceeding the established monthly sales goal.
- Developed customized sales techniques to successfully sell and upsell protection and saving needs to new and existing clients.
- Identified customer needs by asking questions, advising on the best solutions, and ensuring our plans are suitable for the members' needs.
- Focusing on what's best for the members by listening tentatively.
- When the application is approved for something other than what was applied for, reemphasize the applicant's life insurance needs, and secure sales.
Insurance Agent
Farmers Insurance Agency
Walnut
07.2005 - 12.2006
- Scheduled meetings with prospective clients to discuss available products and services.
- Advised customers on the best ways to minimize risks associated with their assets.
- Gathered detailed information from customers prior to offering quotes or making recommendations.
- Analyzed claims data to determine potential areas of improvement for policyholders' protection.
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Processed payments received from clients promptly according to established procedures.
- Developed relationships with new clients through cold calling and referrals from existing customers.
- Ensured compliance with applicable laws, regulations, and company policies while selling insurance products.
Education
Associate of Science - Business Administration
Fullerton College
Fullerton, CA05-2003
Skills
- Underwriting guidelines
- Regulatory compliance
- Lead generation
- Customer relationship management
- Sales techniques
- Policy writing
- Risk assessment
- Customer service
- Cross-selling strategies
- Time management
- Estate planning
Accomplishments
- President Elite qualified in 2015 and 2023.
- 15th times Diamond Club qualifier.
- Among the top 10 annuity producers in the last 5 years.
- Feature in Annuity videos in Agent zone.
Affiliations
- Love to travel domestically or internationally.
- Volunteer at Church from Sunday school teacher to youth leader and high school band.
Languages
Chinese (Mandarin)
Professional
Chinese (Cantonese)
Professional
References
References available upon request.
Timeline
Life Insurance Specialist
Auto Club of Southern California, AAA
01.2007 - Current
Insurance Agent
Farmers Insurance Agency
07.2005 - 12.2006
Associate of Science - Business Administration
Fullerton College
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