Wendyam Zongo
Aurora,CO
Summary
Recent university graduate with a Finance major. Created a class project that analyzed company financial statements, and used financial models to evaluate the company. Presented research in a written and oral report. Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives. Focused and dedicated insurance professional with 1 year of experience providing superior customer service and rates for writing policies. Partners with agents to build long-term relationships and develop strategic plans to aid clients with coverage needs. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Insurance Agent
Farmers Insurance
Aurora
11.2023 - Current
- I have been working with Farmers Insurance since November 2022
- With 1 year of experience in the industry, I have helped countless businesses and individuals protect what matters most to them
- As an insurance agent, my main goal is to provide comprehensive coverage options tailored to each client's unique needs
- I am committed to being there for my clients every step of the way, whether they need assistance with filing a claim or updating their policies.
Independent Contractor
Self-Employed
Aurora, CO
06.2017 - 12.2022
- Exceed company customer service standards
- Define operational needs to create expense plans
- Document all transactions related to the business
- Communicate problems that arise and follow company policy
- Provide feedback to improve overall company performance
- Evaluate daily market conditions and analyze the financial implications of service
- Manage contracts with various companies to support business operations
Financial Services Representative
Kite
Denver, CO
05.2022 - 11.2022
- 30 hours/week
- Sales Representative/Krooger working in person in the field
- Represent the brand of a Fortune 500 companies build brand awareness and customer loyalty
- Play a significant role in supporting one another support large sales programs generate new business opportunities acquire new credit card customers
- Communicate with customers to persuade them to sign up on credit card
- Provide sales support and client service
Field Auditor
PrimeFlight Aviation Services
Denver
04.2015 - 06.2017
- Oversaw the cleaning of aircraft
- Directly supervised activities of cleaners and appraised performance
- Trained, planned, assigned, and directed work
- Read and interpreted safety laws and rules
- Prepared reports related to aircraft maintenance
- Performed duties with intense attention to detail
- Experienced in MRO-related aspects of aircraft
Awareness Officer
Burkina Faso Ministry of Environment
Burkina Faso, Africa
02.2012 - 07.2014
- Developed and implemented environmental education programs
- Coordinated efforts to combat desertification and environmental deterioration
- Assisted in developing a national policy for environmental design
- Supported local communities with public health information
- Educated communities on pollution and other environmental protections
Education
Bachelor of Science in Intermediate Finance -
Metropolitan State University
05.2021
Master of Science in Economics -
The University of Koudougou Koudougou
Skills
- Financial Modeling
- Build and develop Customer relationship
- Excellent customer service
- Budgeting
- Pricing
- Financial Planning
- Financial Analysis
- Reliable, professional, and hard-working
- Intermediate Excel skills including finance worksheets
- Develop sales strategies
- Strong interpersonal communication skills
- Sales Support
- Financial Report Interpretation
- Forecasting
- Experience using Microsoft and Google Suite
- Research
- Capable of taking initiative and working independently
- Financial Services
- Aircraft Maintenance
- Skilled at motivating and influencing others
- Outgoing, supportive, and caring personality
- Financial Management
- Portfolio Management
- Policy Renewals
- CRM Software
- Account Management
- Client Relations
- Client Retention
- Lead Development
- Customer Follow-Up
- Customer Service
- Leads Prospecting
- Financial Modeling
- Insurance Sales Strategy
- Email Marketing
- Negotiation
- Deductible Expense Identification
- Revenue Generation
- Financial Analysis Software
- New Client Acquisition
- Asset Protection Expertise
- Life Insurance
- Marketing Strategies
- Upselling
- Policy Writing
- Risk Mitigation
- Quote information
- Auto insurance
- Client needs analysis
- Policy renewals
- Quotes and sales
- Underwriting and adjustments
- Property insurance
- Claims reporting systems
- Life insurance
- Operations management
- Account management
- Risk mitigation
Additional Information
Colorado life insurance license since September 2021, Young African Leaders Initiative Network Bureau of International Information Programs U.S. Department of State, True
Certification
- License in Life Insurance
- License in Property and casualty
Languages
French
Professional
English
Professional
References
References available upon request.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Insurance Agent
Farmers Insurance
11.2023 - Current
Financial Services Representative
Kite
05.2022 - 11.2022
Independent Contractor
Self-Employed
06.2017 - 12.2022
Field Auditor
PrimeFlight Aviation Services
04.2015 - 06.2017
Awareness Officer
Burkina Faso Ministry of Environment
02.2012 - 07.2014
Bachelor of Science in Intermediate Finance -
Metropolitan State University
Master of Science in Economics -
The University of Koudougou Koudougou
- License in Life Insurance
- License in Property and casualty
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