PAULINE PHAN
ANAHEIM,CA
Summary
Driven Insurance Specialist with 18 years 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.
Overview
18
18
years of professional experience
1
1
Certification
Work History
ACCOUNTING ASSISTANT II
OC AUDITOR-CONTROLLER
09.2023 - Current
- Streamlined accounting processes by implementing efficient organizational systems and procedures.
- Duties and responsibilities in the receipts and processing of accounting data including recording, classifying, reviewing, and summarizing date use at a higher level.
- Maintains ledgers, journals, logs, files and other accounting records.
- Calculating totals and balances accounting documents to ledgers.
- Recommended and/or process penalty cancellations and refunds.
- Monitoring revenues, expenditures, and appropriations to ensure compliance with established requirements and verify accurate distribution of revenue and costs.
- Work with public and various agency staff in order to complete tasks.
- Daily task required review, process, and submit various routine requests utilizing several forms and logs to ensure completion and other duties as needed.
- Ability to interpret basic contracts/invoices and use available resources for problem solving.
- Interpret regulations, procedures, and contractual or other legal requirements for the purpose of determining the appropriate procedure/regulation or formula to apply.
- Ability to perform a variety of mathematical calculations: compute charges, interest, penalties, direct deposits, refunds, and other financial data.
- Ability to prepare a variety of accounting documents including statements, delinquency notices, purchase orders, requisitions, or monetary issuances.
- Supported budgeting process by compiling historical data, analyzing trends, and assisting with forecast projections.
- Expedited invoice processing with effective communication between internal departments and external vendors.
- Improved cash flow management by closely monitoring accounts receivable, ensuring prompt collection of outstanding balances.
- Collaborated with team members on special projects, contributing valuable insights and problem-solving skills.
INSURANCE AGENT
FARMERS INSURANCE COMPANY
02.2006 - Current
- Maintain ledgers, journals, logs, files, and all the accounting records.
- Ability to interpret basic contracts/invoices and use available resources for Conducting research, compiling data and preparing complex financial analysis.
- Effectively analyzing problems and situation before taking corrective actions.
- Working independently to manage time wisely and to effectively prioritize multiple, competing tasks. problem solving.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Resolved complex claims issues, advocating on behalf of clients to ensure fair settlements.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
- Educated clients on the importance of adequate insurance coverage, fostering trust and loyalty among the existing client base.
- Conducted thorough policy reviews with existing clients, identifying gaps in coverage and offering additional protection options when necessary.
- Participated in ongoing professional development activities, staying current with industry trends and regulatory changes affecting insurance products and services.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Established a solid reputation within the community as a knowledgeable and reliable resource for all things insurancerelated.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Identified potential risks in client businesses and recommended appropriate insurance coverage.
- Generated leads through cold-calling, networking and other outreach methods.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Handle customers’ inquiries, matter of contention, and claims related issues for over 800 customers.
- Assisted clients in navigating the often complex claims process, ensuring they received fair and timely resolutions.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Obtained underwriting approval by completing application for coverage.
OFFICE TECHNICIAN
ORANGE OF COUNTY SOCIAL SERVICES AGENCY
02.2022 - 09.2023
- Handled incoming calls professionally, directing callers to appropriate personnel or taking detailed messages as needed.
- Knowledge of basic accounting principles and terminology.
- Perform office tasks/duties which require proficiency in a variety of general office skills and the operation of standard office equipment and programs, such as computers, scanners, fax, copy machine, and console telephones.
- Participate and contribute fully in regional and divisional team meetings.
- Use logic and reasoning to identify strengths and weaknesses of alternative solutions, conclusions or approaches to problems. ●
- Principles of writing and grammar, including proper report and correspondence format, correct spelling and proper word usage, grammar punctuation and sentence structure.
- Managing data and producing daily reports by using software/tools that track caseload counts of SSA programs that provide assistance.
- Knowledge of basic principles of mathematics, including percentages, means, medians and other elementary statistical measures.
- Visualizing, analyzing and interpreting data to understand relationships, patterns and trends.
- Performing the role as SSA Liaison to coordinate with Case Workers in relation to selection/meeting with clients.
- Ability to comprehend, explain, and act upon state regulations and statues.
- Ability to developing public relations proposals to gain public understanding, support, and confidence in agency programs.
- Achieving expected quality and quantity of results, and appropriate focus on outcomes.
- Ability to communicate technical information in a clear and concise manner.
CUSTOMER SERVICE - EXTRA HELP
ORANGE COUNTY REGISTRATION OF VOTERS
08.2021 - 10.2021
- Data entry.
- Interacted in a professional and courteous manner both in person and over the phone.
- Exercised discretion and maintained confidential and/or sensitive information as dictated by the assignment.
- Valued and participated in the free flow of information with others for the sake of a common goal.
- Enhanced the efficiency of the Deeds office by implementing streamlined processes and procedures.
- Assisted in the digitization of records, ensuring accurate and easy access to vital information.
- Provided exceptional customer service by efficiently handling inquiries from the public, attorneys, and title companies.
- Collaborated effectively with staff members at all levels to cultivate a positive working environment based on mutual respect and open communication.
- Completed registration paperwork, verifying accurate clients information.
Education
Bachelor of Science - CONSUMER AFFAIRS
CALIFORNIA STATE UNIVERSITY NORTHRIDGE
Northridge, CA05.2001
Skills
- Regulatory Compliance
- Customer Service
- Budget Forecasting
- File and Database Management
- Account Reconciliation
- Data Analysis
- Invoicing and Billing
- General Ledger Entries
- Administrative Support
- Invoice Verification
Languages
Vietnamese
Native or Bilingual
Certification
License Type: Resident Insurance Producer
License Number: 0F09259
Issued: February 2006
Expired: February 2026
Issued By: California Department of Insurance
References
References available upon request.
Timeline
ACCOUNTING ASSISTANT II
OC AUDITOR-CONTROLLER
09.2023 - Current
OFFICE TECHNICIAN
ORANGE OF COUNTY SOCIAL SERVICES AGENCY
02.2022 - 09.2023
CUSTOMER SERVICE - EXTRA HELP
ORANGE COUNTY REGISTRATION OF VOTERS
08.2021 - 10.2021
INSURANCE AGENT
FARMERS INSURANCE COMPANY
02.2006 - Current
Bachelor of Science - CONSUMER AFFAIRS
CALIFORNIA STATE UNIVERSITY NORTHRIDGE
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