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
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
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