Chloe Tang Tsu Yee
Penang
Summary
Calculated, driven, and amiable Insurance Agent with 6+ years of experience exceeding agency goals, building client relationships, and pioneering outreach efforts.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
Work History
Life Insurance Advisor
GREAT EASTERN LIFE ASSURANCE
Penang
03.2017 - Current
- Maintained high standards of customer service by building relationships with clients.
- Explained advantages, features, and disadvantages of various policies to promote sale of plans, boosting overall sales
- Provided coverage option information to assist clients in protecting assets.
- Promoted products and services using upselling and other sales strategies.
- Analyzed customers' financial situations to recommend appropriate life insurance policies.
- Negotiated with customers and insurance companies to secure favorable policy terms.
- Generated leads through cold-calling, networking and other outreach methods.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Analyzed customer needs to provide customized insurance solutions.
- Negotiated contracts and terms of sale with potential customers.
- Created sources for continuous client referrals within community and with businesses using extensive networking skills.
- Identified and solicited sales prospects in agency databases.
CUSTOMER SERVICE
LWA CONSULTANCY
Penang
12.2016 - 12.2017
- Followed up with customers about resolved issues to maintain high standards of customer service.
- promote new plans to customer.
AUDIT ASSISTANT
VITAL FACT I CHP PARTNES
Penang
12.2015 - 03.2016
- Assessed financial statements and records.
- Handled planning and budgeting for audit engagements.
- Prepare budget, monitor and analyze financial reports under guidance by senior auditors..
Education
Local Diploma - Accounting
Synergy PKTM College
Penang 01.2013 - 06.2016
OVERSEA DIPLOMA - Business Management
ABE, UK ( Association of Business Executive )
01.2013 - 06.2016
Skills
Client Service
Client needs analysis
Quotes and sales
Client relationship management
Marketing initiatives
Claims reporting systems
Complaint resolution
Underwriting and adjustments
Good Telephone Etiquette
Timeline
Life Insurance Advisor
GREAT EASTERN LIFE ASSURANCE
03.2017 - Current
CUSTOMER SERVICE
LWA CONSULTANCY
12.2016 - 12.2017
AUDIT ASSISTANT
VITAL FACT I CHP PARTNES
12.2015 - 03.2016
Local Diploma - Accounting
Synergy PKTM College
01.2013 - 06.2016
OVERSEA DIPLOMA - Business Management
ABE, UK ( Association of Business Executive )
01.2013 - 06.2016