NGOC DIEP
Buford,GA
Summary
Driven Insurance Sale Agent with more than 1 year of experience offering personalized, courteous service. Expert at managing insurance sales cycle, prospecting and follow-up support. Skillful in advising current and potential clients on insurance coverage plans and processing applications, payments and corrections. Resourceful and versatile professional with reputation for consistently achieving aggressive sales goals. Talented Insurance Sales Agent with in-depth policy and regulations knowledge. Experienced in providing tailored solutions to clients. Outgoing individual with great task prioritization skills. Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills. Results-driven Insurance Sale Agent accomplished in bringing in new customers and maximizing revenue. Well-versed in different insurance plans and competitor offerings. Persuasive communicator with personable style. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level Insurance Sale Agent position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain both full-time and part-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Insurance Sales Agent
MINH HAI FINANCIAL SERVICES
03.2022 - 03.2023
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Obtained underwriting approval by completing application for coverage.
- Cross-sold insurance products to existing clients to reach sales targets.
- Investigated and processed claims swiftly to keep customers satisfied.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Utilized CRM software to manage client relationships.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Created detailed reports for management to track performance and sales.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Generated leads through cold-calling, networking and other outreach methods.
- Conducted annual reviews of existing policies to update information.
- Collected premiums on or before effective date of coverage.
- Analyzed risk factors to recommend appropriate coverage levels.
- Monitored customer feedback and identified areas of improvement.
- Negotiated contracts and terms of sale with potential customers.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Evaluated competitors' products and services to gain competitive advantage.
- Researched and identified potential new markets.
- Identified and solicited sales prospects in agency databases.
- Developed and implemented promotional strategies to increase customer base.
- Conducted research and identified market trends to develop better strategies for sales.
- Calculated premiums and established payment methods for sales.
- Developed and implemented marketing strategies to boost sales and increase customer base.
- Followed up promptly with interested clients to close sales.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Provided comprehensive product knowledge and guidance to help clients on product selection.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Met with prospective clients to discuss insurance needs and provide solutions.
- Registered customer information on database to enable tracking history and maintain accurate records.
- Developed sales strategies to increase sales of insurance policies.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Negotiated contracts with clients to establish best coverage with lowest cost.
- Attended industry conferences to stay informed of latest products and trends.
- Sold auto and home insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Developed strong referral network in community to raise awareness and increase sales opportunities.
- Developed comprehensive marketing plans to promote insurance products to potential clients.
Quality Control Technician
Harrison Poultry
02.2019 - 12.2022
- Performed thorough inspections of incoming materials and outgoing products.
- Inspected raw materials and finished products to verify quality and disposed items that did not meet safety requirements.
- Maintained quality documentation and records for conformance with relevant standards.
- Evaluated samples against standards by completing measurements, visual inspections, and other established tests.
- Adhered to safety and clean area procedures to comply with agency and regulatory mandates.
- Proposed corrective actions to address recurring quality issues.
- Collaborated with production staff to improve processes, reduce defects and optimize quality.
- Monitored production output to verify quality standards ahead of dispatch.
- Tested and evaluated product precision against specifications to reduce discrepancies.
- Helped uncover and fix production problems in order to reduce overall defect rates.
- Tracked and analyzed product quality data to identify trends and insights.
- Developed and implemented quality control processes to meet product standards.
- Led root cause analysis to identify issues and propose targeted solutions.
- Established quality-control testing models, procedures and specifications to uplift standards.
- Conducted investigations into questionable test results.
- Collected and analyzed data to measure effectiveness of quality control processes.
- Completed supporting documentation for testing procedures, data capture forms, equipment logbooks and inventory forms.
- Reviewed production processes and identified potential quality issues.
- Recorded and organized test data for report generation and analysis.
- Reported problems and concerns to management.
- Performed tests and inspections to conform to established standards.
- Inspected items and compared against standards to meet regulatory requirements.
- Carried out ad-hoc inspections to verify conformance with agreed standards.
- Performed routine maintenance and calibration on testing equipment.
- Developed and implemented procedures to meet product quality standards.
- Conducted data review and followed standard practices to find solutions.
- Created testing protocols to be used across product lines.
- Documented and executed detailed test plans and test cases and summarized and logged audit findings for reporting purposes.
- Drafted technical documents such as deviation reports, testing protocol and trend analyses.
- Liaised between quality control and other departments and contractors, providing project updates and consultation.
- Monitored testing procedures and verified performance of tests according to established item specifications and protocol.
- Assessed products or services to evaluate conformance with quality standards.
- Interpreted test results by comparing to established specifications and control limits, making recommendations on appropriateness of data for release.
Student Peer Mentor
INTO MARSHALL UNIVERSITY
08.2017 - 12.2017
- Shared resources, opportunities, and activities to support mentee's learning and development.
- Shared information about student life, academic offerings and healthy decision making with peer mentees.
- Supported younger peers through one-on-one sessions, determining aspirations, setting goals and working through challenges.
- Attended and led meetings with other peer mentors to offer support and standardize resource offerings.
- Facilitated peer-to-peer conversations to support open communication among mentees.
- Created individualized mentoring plans for mentees, promoting personal growth and development.
- Developed mentees' life skills such as time management and communication.
- Met mentee formally, informally, in-person and virtually to offer support.
- Assessed students' knowledge, comprehension, and study habits to track progress and set realistic goals.
Education
Bachelor of Science - Finance
Georgia Gwinnett College
Lawrenceville, GA05.2024
Skills
- Contract Review and Analysis
- Account Management
- Customer Retention
- Customer Needs Assessment
- Auto Insurance
- Policy Changes
- Property and Casualty Insurance
- Client Relations
- Property Insurance
- Quotes and Sales
- Billing Procedures
- Underwriting and Adjustments
- Requirements Reviews
- Insurance Coverage Verification
- CRM Software
- Customer Complaint Resolution
- Call Center Customer Service
- Customer Account Review
- Sales Reporting
- Policyholder Communication
- Document Control
- Customer Engagement
- Customer Billing
- Goal setting
- Attention to detail
- Problem-solving
- Time management
- Computer proficiency
- Adaptability
- Multitasking
- Customer Service
- Insurance Sales
- Product Knowledge
- Client Account Management
- Licensed Insurance Sub-Agent
- Email Marketing
- New Business Development
- Account Retention
- Prospect Management
- Deductible Expense Identification
- Client Retention
- Proposal Preparation
- CRM Tracking
- Cross-selling
- Decision-making
- Organizational skills
- Active listening
- Interpersonal skills
- Policy analysis
- Clientele Development
- Client Prospecting
- Policy Feature Explanations
- Insurance Program Analysis
- Form Completion and Submission
Reading book
I love reading books about self-development such as "How to stop worrying and start living - Dale Carnegie". Also, Investment books are also my favorite.
Languages
Vietnamese
Native or Bilingual
English
Native or Bilingual
Chinese (Mandarin)
Elementary
Chinese (Cantonese)
Elementary
Timeline
Insurance Sales Agent
MINH HAI FINANCIAL SERVICES
03.2022 - 03.2023
Quality Control Technician
Harrison Poultry
02.2019 - 12.2022
Student Peer Mentor
INTO MARSHALL UNIVERSITY
08.2017 - 12.2017
Bachelor of Science - Finance
Georgia Gwinnett College
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