Shiqi Su
Monterey,CA
Summary
Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
1
1
year of professional experience
Work History
Licensed Insurance Agent
Allstate
11.2022 - Current
- Calculated quotes and educated potential clients on insurance options.
- Assessed coverage plans and long-term business goals to successfully align new products with plans and strategies.
- Investigated and processed claims swiftly to keep customers satisfied.
- Created detailed reports for management to track performance and sales.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
Education
Bachelor of Mathematics -
University of California, Irvine
Irvine, CA09.2023
Skills
- Data Collections
- R
- Fluent in Spanish, Chinese Mandarin and Cantonese
- Wolfram Mathematica
- HTML/CSS
- QuickBooks
- Python
- MS Excel
- Promotions and Marketing Strategies
Timeline
Licensed Insurance Agent
Allstate
11.2022 - Current
Bachelor of Mathematics -
University of California, Irvine
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