Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Generic

Vincent Tran

Raleigh,NC

Summary

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Insurance Sales Producer

Allstate Insurance Co
03.2022 - 04.2023
  • Generated quotes and proposals for clients to match individual needs.
  • Provided comprehensive product knowledge and guidance to help clients on product selection.
  • Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
  • Followed up promptly with interested clients to close sales.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
  • Analyzed risk factors to recommend appropriate coverage levels.
  • Educated clients on insurance policies and procedures.
  • Registered customer information on database to enable tracking history and maintain accurate records

Licensed Realtor

Keller Williams Realty
08.2019 - Current
  • Prepare documents such as representation contracts, purchase agreements, closing statements and deeds
  • Maintain knowledge of real estate law, local economies, fair housing laws and financing options
  • Act as intermediary in negotiations between buyers and sellers over property prices and settlement details and during closing of sales
  • Compare property with similar properties that have recently sold to determine its competitive market price
  • Accompany buyers during visits and inspections of property, advising them on the suitability and the value of the homes
  • Liaised between buyers and sellers to provide positive experiences for both parties.

Manager

Pool Professionals of the Carolinas
05.2016 - 08.2017
  • Develop and maintain a friendly relationship with members of the pool while enforcing all club rules
  • Check and maintain the Color, Chemistry, and Clarity of the pool water
  • Complete the opening, mid-day, and closing duties checklist
  • NSPF CPO Certification allows for maintenance on heavy pool equipment and machinery
  • In charge of 3 pools and up to 10 employees at any given time.

Education

High School Diploma -

Green Hope High School
Cary, NC
05.2015

Skills

  • Proficient in Vietnamese
  • Insurance Coverage Verification
  • Customer Service
  • Scheduling
  • Payroll
  • Contract negotiation
  • Call Center Customer Service
  • Insurance Eligibility
  • Individualized Support
  • Property Tours
  • Insurance Recommendation

Additional Information

Held Property and Casualty License until I switched to Adjuster License.

Certification

  • Licensed Realtor - Since 2019
  • Licensed Insurance Adjuster - Since March 2023

Timeline

Insurance Sales Producer

Allstate Insurance Co
03.2022 - 04.2023

Licensed Realtor

Keller Williams Realty
08.2019 - Current

Manager

Pool Professionals of the Carolinas
05.2016 - 08.2017

High School Diploma -

Green Hope High School

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Vincent Tran