Thong Le
Boston,MA
Summary
Dynamic insurance agent with a proven track record at New York Life Insurance Co, adept at assessing risks and developing customized policies. Recognized for exceptional customer service and team leadership, successfully implemented CRM software to enhance client interactions and fostered strong relationships through strategic networking. Flexible and adaptable in fast-paced environments.
Overview
5
5
years of professional experience
Work History
Agent
New York Life Insurance Co
06.2024 - Current
- Developed customized insurance policies to meet client needs and preferences.
- Facilitated client meetings to assess coverage requirements and provide tailored solutions.
- Collaborated with underwriters to evaluate risk factors and determine policy terms.
- Implemented new CRM software, improving tracking of leads and client interactions.
- Educated clients on insurance products, enabling them to make informed decisions regarding their coverage needs.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
Enlisted
United States Army
08.2020 - 06.2024
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Proved successful working within tight deadlines and a fast-paced environment.
Education
High School Diploma -
Boston Green Academy
Boston, MASkills
- Team leadership
- Assessing risks
- Customer service
- Time management
- Flexible and adaptable
Languages
English
Full Professional
Vietnamese
Native or Bilingual
Timeline
Agent
New York Life Insurance Co
06.2024 - Current
Enlisted
United States Army
08.2020 - 06.2024
High School Diploma -
Boston Green Academy