Nan Chen

San Francisco,CA

Summary

Business Administration graduate with 4+ years of experience in financial services and insurance. Expertise in risk assessment, regulatory compliance, and high-volume client management. Proven ability to analyze complex financial documents and deliver accurate, detail-oriented solutions.

Overview

years of professional experience

Work History

Operations Manager

Aplus Postpartum Recovery Studio

04.2025 - Current

Operational Leadership: Established and managed all business operations, financial budgeting, and service workflows.
Client Management: Developed tailored service plans and managed end-to-end client relationships with a high retention rate.
Marketing: Executed strategic marketing campaigns to build a consistent client base from the ground up.

Life Insurance Agent

World Financial Group Wfg

Burlingame, CA

11.2022 - 08.2024

Compliance & Audit: Reviewed insurance applications for strict adherence to financial regulations and internal policies.
Financial Analysis: Analyzed client assets, income, and debt-to-income ratios to recommend optimal financial protection plans.
Sales Performance: Consistently met sales targets while maintaining high standards of post-sale customer support.

Sales & Customer Service

Manda Insurance

Rosemead, CA

01.2017 - 10.2019

Underwriting Support: Processed Auto and Home insurance quotes, ensuring 100% accuracy in policy documentation.
Conflict Resolution: Acted as a primary liaison between clients and adjusters to resolve complex claims and billing issues.
Data Integrity: Managed sensitive client data and policy records with high attention to detail.

Education

Bachelor of Arts - Business Administration

San Jose State University

San Jose, CA

06.2025

Skills

Financial: Risk Assessment, Credit Analysis, KYC/AML Compliance, Underwriting Support
Technical: MS Excel (Data Analysis), Financial Modeling

Soft Skills: High Accountability, Bilingual Communication, Detail-Oriented Contract Review

Timeline