WANG Yang
Lake Forest,CA
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Accountable Insurance Representative with excellent client management and insurance plan promotion. Highly effective juggler of multiple competing responsibilities simultaneously. Proven history of exceptional time management and customer service.
Overview
13
13
years of professional experience
Work History
Insurance Agent and Customer Service
Heights Insurance Group Inc.
06.2014 - Current
- Collected and reviewed all client information, analyzed their requirement and current budget, prepared personalized proposal
- Reviewed all the applications and company documents, submitted to underwriter, followed up the case with underwriter until the case to be approved
Intern
Roulston Research
05.2013 - 08.2013
- Analyzed Technology Hardware Industry capitalization by gathering company filings and refined data into an Excel worksheet to facilitate valuation using relevant industries development trends
- Called 50 trade organizations and interacted with more than 100 researchers at gather industry data
Graduate Assistant
Ohio University
08.2012 - 05.2013
- Collected data on Finance and analyzed findings for professors’ academic research from the websites such as Yahoo finance, zoominfo and linkedin
- Graded on average 200 undergraduate students’ homework and proctored exams
Intern- Assistant of Business Department
Bank of Communications
04.2012 - 05.2012
- Analyzed customer private information using the Bank's inside system and summarized it in the Excel
- Supplied personalized financial services to the clients
Intern- Assistant of Private Business Department
China Ever Bright Bank
07.2011 - 08.2011
- Provided services including: personal finance advising, dispute resolution and insurance customization
Education
Master degree of Financial Economics -
Ohio University
Athens, OHDouble Bachelor’s Degree of International Economy and Trade -
SIAS International University of Zhengzhou University Henan
Zhengzhou, HenanSkills
- Programming skills
- Bilingual language skills
- Customer Service
- Client Relations
- Customer Follow-Up
- Lead Development
Honors And Recognitions
- Graduate Recruitment Scholarship of MFE Program of Ohio University 2012 - 2013
- The “Excellent Cadre” by SIAS International University of Zhengzhou University 2010
- The “First Prize” of 10th Chinese Debate of SIAS International University of Zhengzhou University 2009
Extracurricular Activities
Volunteer of Athens County Dog Shelter 2010
Volunteer of Zhengzhou Railway Station 2009
Languages
Chinese (Mandarin)
Native or Bilingual
Timeline
Insurance Agent and Customer Service
Heights Insurance Group Inc.
06.2014 - Current
Intern
Roulston Research
05.2013 - 08.2013
Graduate Assistant
Ohio University
08.2012 - 05.2013
Intern- Assistant of Business Department
Bank of Communications
04.2012 - 05.2012
Intern- Assistant of Private Business Department
China Ever Bright Bank
07.2011 - 08.2011
Master degree of Financial Economics -
Ohio University
Double Bachelor’s Degree of International Economy and Trade -
SIAS International University of Zhengzhou University Henan
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