Summary
Overview
Work History
Education
Skills
Mother of Autism
Languages
Timeline
Generic

Vy Dao

PICO RIVERA

Summary

Compassionate and detail-oriented professional with extensive experience in client relations, needs assessment, and service coordination. Proven ability to build strong relationships, evaluate client needs, and deliver tailored solutions through effective communication and follow-up. Highly organized with strong documentation, time management, and problem-solving skills. Adept at collaborating with diverse individuals and supporting clients through complex processes. Bilingual in English and Vietnamese.

Overview

9
9
years of professional experience

Work History

Life Insurance Agent / Licensed Field Underwriter

Family First Life
San Gabriel, CA
07.2021 - 04.2026
  • Developed customized life insurance plans tailored to client needs.
  • Conducted thorough needs analysis to identify optimal coverage options.
  • Educated clients on policy benefits, terms, and conditions for informed decisions.
  • Managed client relationships through regular communication and follow-ups.
  • Collaborated with underwriting team to expedite policy approvals and resolve issues.
  • Implemented feedback mechanisms to improve service delivery and client satisfaction.

Merchandising Specialist

Velvet Heart
Los Angeles, CA
05.2017 - 04.2021
  • Developed merchandising strategies to optimize product placement and enhance customer engagement.
  • Analyzed sales trends to adjust inventory levels and improve turnover rates.
  • Collaborated with cross-functional teams to execute promotional campaigns effectively.
  • Led training sessions for new staff on merchandising standards and best practices.
  • Evaluated market conditions to inform product selection and pricing strategies.
  • Arranged merchandise in alignment with store planogram.
  • Analyzed sales data to determine optimal product placement and inventory levels, maximizing profitability.

Education

Bachelor of Science - Business Management And Leadership

Vanguard University
Costa Mesa, CA
03-2003

Associate of Arts - Fashion Design

Fashion Institute of Design & Merchandising
Los Angeles, CA
03-2001

Skills

  • Client Assessment & Needs Evaluation
  • Service Coordination & Case Support
  • Family & Client Engagement
  • Relationship Building & Advocacy
  • Problem Solving & Critical Thinking
  • Microsoft Office (Word, Excel, Outlook, PowerPoint)
  • Bilingual: English / Vietnamese
  • Client service
  • Client account management
  • Needs assessment
  • Strong interpersonal skills
  • Time management
  • Documentation and reporting
  • Relationship building
  • Intervention plans
  • Client relationship management

Mother of Autism

As a parent, I have firsthand experience working with specialists, understanding developmental goals, and navigating complex systems to ensure my child receives appropriate care and services. This perspective has strengthened my ability to empathize with families, actively listen to their concerns, and support them with patience, clarity, and compassion.

Languages

Vietnamese
Full Professional

Timeline

Life Insurance Agent / Licensed Field Underwriter

Family First Life
07.2021 - 04.2026

Merchandising Specialist

Velvet Heart
05.2017 - 04.2021

Bachelor of Science - Business Management And Leadership

Vanguard University

Associate of Arts - Fashion Design

Fashion Institute of Design & Merchandising