Summary
Overview
Work History
Education
Skills
Core Strength & Competencies
Timeline
Generic

Sophia S. Kim

Richmond,VA

Summary

Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.

Overview

35
35
years of professional experience

Work History

Independent Insurance Agent

Illinois Mutual
11.2024 - Current
  • Developed customized insurance solutions tailored to client needs.
  • Educated clients on policy options and coverage details.
  • Cultivated long-term relationships with clients, enhancing retention rates.
  • Provided ongoing support to existing clients, addressing their concerns and resolving any issues promptly and professionally.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Educated clients on insurance policies and procedures.

Servicing Financial Control Team Lead

TRUIST Bank
01.1991 - 03.2024
  • 33 years of banking experiences in various lines of business
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Worked well in a team setting, providing support and guidance.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Demonstrated strong organizational and time management skills while managing multiple projects.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Organized and detail-oriented with a strong work ethic.

Education

Paralegal Assistant

Beta Tech
Richmond, Virginia
01.1999

Skills

  • Customer service
  • Licensed insurance agent
  • Operations management
  • Account management
  • Lead development
  • Coaching and mentoring
  • Quality control
  • Team supervision
  • Payment research
  • Accounts payable and receivable
  • General ledger
  • Financial reconciliation

Core Strength & Competencies

Accounting, Cashiering, Reconciliation, General Ledgers, Customer Service, Vendor Relations, Research, Escrow, Dependable, Flexible, Time Management, Goals Management, Procedure Compliance, and Sales.

Timeline

Independent Insurance Agent

Illinois Mutual
11.2024 - Current

Servicing Financial Control Team Lead

TRUIST Bank
01.1991 - 03.2024

Paralegal Assistant

Beta Tech

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