Hi, I’m
VAN PHAM
Sachse,TX
Summary
Experienced Insurance Agent with over 6 years of experience in customer service and sales. Adept at assessing customer needs and delivering tailored solutions to ensure maximum customer satisfaction. Known for adaptability, reliability, and results-driven approach in fast-paced environment. Proven skills in communication, sales strategies, and regulatory compliance ensure high performance.
Overview
6
years of professional experience
1
Certification
Work History
Covenant Insurance Agency: Allstate Insurance
Insurance Producer
10.2024 - Current
Job overview
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Adhered to all regulations for insurance sales.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance in all transactions.
Magnum Choice Insurance Agency
Licensed Insurance Producer
05.2019 - Current
Job overview
- Achieved a 23% boost in team revenue by cross-selling and referrals from current customers. Maintained customer retention rate by 90% by building a strong relationship with customers and providing exceptional customer service and proactively addressing potential issues before they escalated.
- Maintained up-to-date records of client interactions, policy changes, and renewals in the agency management system to avoid legal and compliance risks.
- Educated the customers on their policies and procedures, provided personalized insurance consultations and recommended tailored coverage plans. Negotiated the contracts with customer to establish best coverage with lowest cost to ensure the customer satisfaction.
- Answered all the customer claim concerns within knowledge, suggested customer to do the estimation for their damages before filing a claim to control the agency loss ratio. Assisted customer to file a claim if needed, proactively reach out to insured and adjuster to speed up the Insurance Claim Settlement Process.
- Mentored new team members and enhanced team performance by sharing industry knowledge and best practices with colleagues during training sessions and meetings.
Education
Collin CollegePlano, TX
Associate of Arts from Accounting And Finance
Skills
- Interpersonal Skills: Effective Communication, Problem-Solving, Teamwork and Collaboration, build and maintain customer relationships
- Risk Assessment: Risk Analysis, Liability Analysis, Actuarial Evaluation, Claim Handling Processes, Document and Records Management
- Sales Techniques: Cross-selling, Upselling, Lead Generation, Cold Call, Customer Retention, Negotiation
- Organizational Skills: Time Management, Multitasking, Attention to Detail, Task Prioritization
- Computer & Insurance Software: Microsoft Office, Google Suite, EZLynx, QQ Catalyst
Certification
- Property & Casualty Insurance License
- Life &Health Insurance License
Languages
Vietnamese
English
Timeline
Insurance Producer
Covenant Insurance Agency: Allstate Insurance
10.2024 - Current
Licensed Insurance Producer
Magnum Choice Insurance Agency
05.2019 - Current
Collin College
Associate of Arts from Accounting And Finance
Similar Profiles
Seneca ZunigaSeneca Zuniga
Agency Owner at Zuniga Insurance Agency: Allstate InsuranceAgency Owner at Zuniga Insurance Agency: Allstate Insurance
Howard PlotnickHoward Plotnick
Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)Sales Manager at McDyer Insurance Agency, LLC (Allstate Insurance)
Ashley LaxtonAshley Laxton
Insurance Agent - P&C Sales at Allstate Insurance - Champion Insurance AgencyInsurance Agent - P&C Sales at Allstate Insurance - Champion Insurance Agency
Tony RoyTony Roy
Grocery Team Lead at WalmartGrocery Team Lead at Walmart
Mark AbshereMark Abshere
Sr. IT Manager at Focus StaffSr. IT Manager at Focus Staff