Hardworking and reliable with strong ability. Highly organized, proactive and punctual with team-oriented mentality.
Overview
26
26
years of professional experience
Work History
Customer Relationship Management and Service Excellence
FWD LIFE INSURANCE COMPANY OF VIETNAM, Ltd.
08.2020 - 05.2023
Translated raw data into meaningful information using statistical techniques to to achieve customer retention.
Applied new technology, such as Voice bot, Chat bot, OCR to to ensure quality and effective results.
Generated standard or custom reports summarizing business to support the management team.
Operational Excellence
AIA (Vietnam) LIFE INSSURANCE Co., Ltd.
05.2014 - 08.2020
Enhanced business process and specialized apply successfully automatic workflow for Operations Department.
Analyzed data from various sources such as surveys, interviews, focus groups to inform decision-making related to EODB (ease of doing business) and operational efficiency (automation, straight through processing (STP), business process management).
Communicated effectively with stakeholders to ensure project goals are met on time and within budget.
Operational Effectiveness and Planning
PRUDENTIAL VIET NAM ASSURANCE PRIVATE Ltd.
06.2000 - 05.2014
Developed premium collections and retention activities to increase customer retention and premium collection channels.
Prepared reports on operational performance metrics and presented them to management team.
Identified areas of improvement and developed strategies to increase efficiency.
Wholesale Representative for Mekong Delta
TRIUMPH INTERNATIONAL (VIETNAM) Ltd.
11.1997 - 06.2000
Provided technical support when needed during installation or setup of products.
Followed up on sales leads to establish new accounts for wholesale orders.
Developed relationships with customers and presented promotions that increased shelf space, sales and profit.
Education
Bachelor of Science -
Can Tho University
Viet Nam
09-1997
Skills
Process Improvement and Procedure Manual Writing
Business Needs Analysis
Business Management and Project Management
Proficient with Microsoft Package (MS Word, MS Excel, MS PowerPoint & Outlook)
Data Analysis tools: Structured Query Language (SQL), Power BI, Python
References
References available upon request.
Timeline
Customer Relationship Management and Service Excellence
<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange<ul><li>Company Overview: Loggerhead is a premier Florida property insurer that offers a user-friendly process, transparent claim handling, and prompt solutions for policyholders, creating a world-class customer experience.</li><li>Responsible for creating, directing, and managing the Customer Service, Internal Sales, and Agency Support functions for a new Homeowners' Insurance Company in Florida by overseeing the short and long-term strategies of the organization's customer success journey. This may include, but is not limited to, providing strategic recommendations regarding concepts and routines that drive efficiency and empower employees.</li><li>Work closely with the CEO and COO on all aspects of delivering service to customers and agents.</li><li>Provide strategic oversight and guidance to the operational leadership team.</li><li>Work closely with other department heads to support projects or procedures that have a direct impact on customers.</li><li>Responsible for the selection and implementation of the CSAT platform as well as the Customer Relationship Management (CRM) software currently in use with the organization.</li><li>Responsible for building out all operational teams, including job development, standard operating procedures, quality management, and the like.</li><li>Work in an integrated fashion with third-party vendors to provide "world-class" customer service to Policyholders, Agents, and other customers both in and out of inbound and outbound settings.</li><li>Collaborate with business units throughout the organization to design, develop, and implement consumer-focused business practices, procedures, and Corporate Policies.</li></ul> at Loggerhead Reciprocal Interinsurance Exchange