Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Hi, I’m

Phuong Daphne Tham

Folsom,CA

Summary

Influential Insurance Sales Agent with 5 plus years of experience customizing insurance programs, explaining features and advantages and developing successful marketing strategies. Motivated professional possessing exceptional multitasking, organizational and time management abilities. Expertise in customer relationship management, prospecting and sales. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

25
years of professional experience
1
Certification

Work History

World Financial Group Wfg
Elk Grove, CA

Licensed Insurance Broker
09.2017 - Current

Job overview

  • Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques
  • Reviewed policy applications for errors and liaised with underwriters to facilitate quick completion of application process.
  • Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
  • Finalized sales and collected necessary deposits.
  • Calculated premiums and established payment methods for sales.
  • Conducted annual reviews of existing policies to update information.

Wasabi House
Citrus Heights, CA

Restaurant Manager
10.2003 - Current

Job overview

  • Actively participated in ongoing customer service programs.
  • Maintained safe working and guest environment to reduce risk of injury and accidents.
  • Created fun team building activities to engage staff in up-selling to meet revenue targets.
  • Created and deployed successful strategies to boost restaurant performance, streamline food prep processes and reduce waste.
  • Quickly identified problem situations and skillfully resolved incidents to satisfaction of involved parties.
  • Met, greeted and encouraged feedback from customers and used feedback to implement positive changes within restaurant.
  • Conducted health, safety and sanitation process evaluations to identify and remedy any violations immediately.
  • Correctly calculated inventory and ordered appropriate supplies.

The Fresh Express Catering Services
Sacramento , CA

Owner
06.1993 - 10.2003

Job overview

  • Managed day-to-day business operations.
  • Enhanced operational efficiency and productivity by managing budgets, accounts and costs.
  • Evaluated suppliers to maintain cost controls and improve operations.
  • Recruited, hired and trained initial personnel, working to establish key internal functions and outline scope of positions for new organization.
  • Trained and motivated employees to perform daily business functions.

Education

American River College
Sacramento, CA

No Degree from Business Administration And Management

University Overview

I was unable to graduate due to the pass of my father. He was the only financial provider for my family.

C.K. McClatchy High School
3066 Freeport Blvd.

High School Diploma
06.1988

University Overview

  • Member of Secretary of Asian Student Club
  • High School Orchestra
  • Awarded Golden Empire Music Award

Skills

  • Policy Feature Explanations
  • Client Prospecting
  • Policyholder Communication
  • Clientele Development
  • Policy Renewal
  • Verbal and Written Communication
  • Final Expense Insurance
  • HIPAA Compliance
  • Customer Account Review

Certification

  • [Long Term Care Certification]

Languages

Chinese (Cantonese)
Native or Bilingual
Vietnamese
Limited Working

Timeline

Licensed Insurance Broker

World Financial Group Wfg
09.2017 - Current

Restaurant Manager

Wasabi House
10.2003 - Current

Owner

The Fresh Express Catering Services
06.1993 - 10.2003

American River College

No Degree from Business Administration And Management

C.K. McClatchy High School

High School Diploma
Phuong Daphne Tham