Ngoc Hai Nguyen
Chicago,IL
Summary
Results-oriented Life Insurance Agent provides tailored solutions suiting individual coverage needs. Demonstrates comprehensive understanding of insurance policies and regulations with informed recommendations for appropriate protection options. Passionate cultivator of loyal customer relationships and organizational service quality. Focused and analytical with a passion for client satisfaction and team goal achievement.
Overview
4
4
years of professional experience
Work History
Licensed Life Insurance Agent
Independent Agency Alliance
01.2023 - Current
- Maintained high standards of customer service by building relationships with clients.
- Increased sales of life insurance products through tactical customer outreach.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Crafted clear, informative reports to explain life insurance policy features and benefits.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Negotiated with customers and insurance companies to secure favorable policy terms.
- Educated clients on insurance policies and procedures.
Data Entry Assistant
Electronic Visualization Laboratory
11.2019 - 12.2023
- Sorted documents and maintained organized filing process.
- Organized, sorted, and checked input data against original documents.
- Scanned documents and saved in database to keep records of essential organizational information.
- Managed documents by organizing forms, making photocopies, filing records, preparing correspondence, and creating reports.
- Verified accuracy of data entered into system to produce error-free reports.
- Resolved discrepancies in data entry activities for accurate, complete jobs.
Real Estate Investor
Self-Employed
07.2019 - 01.2023
- Skilled at working independently and collaboratively in a team environment.
- Passionate about learning and committed to continual improvement.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Self-motivated, with a strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
Education
Bachelor of Science - Intergrated Health Studies
University of Illinois At Chicago
Chicago, IL12.2023
Skills
- Constructive Feedback
- Email Marketing
- Client Account Management
- New Agent Training
- Client Service
- Professional Relationships
Accomplishments
- Achieved Senior Agent by completing requirements in Independent Agency Alliance with accuracy and efficiency.
- Collaborated with a team of 25 in the development of educating the public on Life Insurance.
Languages
Vietnamese
Native or Bilingual
Timeline
Licensed Life Insurance Agent
Independent Agency Alliance
01.2023 - Current
Data Entry Assistant
Electronic Visualization Laboratory
11.2019 - 12.2023
Real Estate Investor
Self-Employed
07.2019 - 01.2023
Bachelor of Science - Intergrated Health Studies
University of Illinois At Chicago
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