Phuong Tran
Anaheim,CA
Summary
Excelled in expanding client base through superior customer service and strategic sales, showcasing critical thinking and professionalism. Demonstrated expertise in account management and compliance, enhancing operational efficiency and client satisfaction. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Insurance Agent
Allstate Corp
03.2019 - Current
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Cross-sold insurance products to existing clients to reach sales targets.
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating commitment to exceptional service.
- Maintained high level of industry knowledge through continuous professional development, ensuring advice was always accurate and relevant.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Restaurant Manager
Blazin Hotpot & Shabu
07.2016 - 07.2019
- Managed daily operations to ensure high level of efficiency, consistency, and quality in both food and service.
- Carefully interviewed, selected, trained, and supervised staff.
- Effectively managed payroll and timekeeping, and paperwork for new hires and terminations.
- Monitored inventory of supplies and purchased orders to maintain adequate stock levels.
- Reconciled cash and credit card transactions to maintain accurate records.
- Correctly calculated inventory and ordered appropriate supplies.
- Tracked daily sales transactions and invoices for accurate and updated financial reporting.
Education
Bachelor of Arts - Business Administration And Management
Southern States University
Irvine, CA06.2024
Associate of Arts - Business Administration And Management
Orange Coast College
Costa Mesa, CA05.2019
Skills
- Customer Service
- Licensed Insurance Agent
- Professionalism and Ethics
- Data Entry
- Critical Thinking
- Client Relations
- Client needs analysis
- Account Management
- Client Account Management
- Risk Mitigation
- CRM Software
- Billing Inquiries
Timeline
Insurance Agent
Allstate Corp
03.2019 - Current
Restaurant Manager
Blazin Hotpot & Shabu
07.2016 - 07.2019
Bachelor of Arts - Business Administration And Management
Southern States University
Associate of Arts - Business Administration And Management
Orange Coast College
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