Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

Sheng Yao Chao

Pomona,US

Summary

Results-driven insurance professional specializing in risk analysis and client relationship management. Bilingual in Mandarin, enhancing client accessibility and maintaining CRM data accuracy above 95%. Skilled in financial management and problem-solving, driving operational efficiency and client satisfaction. Experienced in handling 200-300 potential leads and managing over 200 household insurance policies.

Overview

1
1
Certification
7
7
years of professional experience

Work History

Farmers Associate Agent

Farmers Insurance
Remote
02.2026 - Current

- Claims Management: Oversaw a comprehensive portfolio of auto, home, and commercial insurance claims, serving as the primary contact for clients regarding their financial protection strategies.

- Risk Assessment: Performed detailed analysis of risk profiles to ensure adherence to insurance guidelines and regulatory requirements, enhancing the accuracy of claims evaluations.

- Bilingual Client Support: Leveraged Mandarin language skills to assist Asian-American clients in understanding their claims processes and providing tailored financial guidance, fostering transparency and trust throughout.

- Documentation Compliance: Reviewed and audited client documentation for accuracy and regulatory compliance prior to submission; effectively minimizing processing delays and mitigating operational risks.

Customer Service Representative / Licensed Sales Representative

State Farm Insurance Agency
Chino, US
01.2024 - 01.2025

- Client Relationship Management. Fostered strong, long-term relationships with clients by providing clear communication and tailored assessments throughout the claims process, ensuring their needs were consistently met.

- Claims Data Accuracy: Maintained a 95%+ accuracy rate in claims data entry, ensuring that all client records and documentation met corporate auditing standards and facilitated smooth claims processing.

- Cross-Departmental Coordination: Collaborated with underwriting teams to clarify risk exposures related to claims, ensuring precise evaluations for asset protection and proper categorization of non-standard claims.

- Process Optimization: Enhanced the claims onboarding standard operating procedures (SOPs), leading to a 15% improvement in the efficiency of the documentation collection and processing workflow.

General Operating Manager

T-Swirl Crepe
City of Industry, US
09.2019 - 01.2024
  • Directed end-to-end operations for a high-volume establishment, managing P&L, supply chain logistics, and labor budgets.
  • Managed daily operations of high-volume Japanese dessert restaurant, improving service quality and optimizing workflow.
  • Developed daily budgets and tracked sales trends, collaborating with accounting teams to assess financial performance.
  • Implemented rigorous health and safety compliance protocols, resulting in consistent A ratings from the Department of Public Health.
  • Resolved customer concerns to enhance dining experiences and maintain high satisfaction rates.

Education

Master's Program - Business Administration

Cal State Polytechnic University, Pomona
Pomona, CA
02-2025

Bachelor of Science - Business Administration

Cal State Polytechnic University, Pomona
Pomona, CA
12-2023

Skills

  • Salesforce
  • CRM Systems
  • Client relationship building
  • Customer service
  • Marketing
  • Operations
  • Data tracking
  • Excel
  • Microsoft Word
  • PowerPoint
  • Multitasking ability
  • Problem-solving
  • Administration
  • Risk Evaluation

Certification

  • Property & Casualty Insurance License, 04/02/24
  • Life & Health Insurance License, 01/28/26

Languages

Chinese (Mandarin)
Native/ Bilingual

Timeline

Farmers Associate Agent

Farmers Insurance
02.2026 - Current

Customer Service Representative / Licensed Sales Representative

State Farm Insurance Agency
01.2024 - 01.2025

General Operating Manager

T-Swirl Crepe
09.2019 - 01.2024

Master's Program - Business Administration

Cal State Polytechnic University, Pomona

Bachelor of Science - Business Administration

Cal State Polytechnic University, Pomona
Sheng Yao Chao