DAN ZHANG
Surrey,BC
Summary
Accomplished Insurance Agent at Crius Financial Services, enhancing office productivity and client satisfaction through exceptional service and efficient administrative management. Skilled in Microsoft Office and bilingual in English and Mandarin, adept at fostering client relationships and surpassing competitive benchmarks. Demonstrates strong attention to detail and superior communication abilities. Trustworthy Teller skilled in working in customer-focused work environments. Offering strong knowledge of banking products and services. Dependable and punctual with outstanding mathematical aptitude.
Overview
2
2
years of professional experience
1
1
Certification
Work History
INRURANCE AGENT
Crius Financial Services
05.2023 - Current
- Provided prompt responses to inquiries from both prospective and existing clients, demonstrating a commitment to exceptional service.
- Streamlined administrative tasks, improving overall office efficiency and productivity.
- Met with customers to provide information about available products and policies.
- Conducted annual reviews of existing policies to update information.
- Monitored customer feedback and identified areas of improvement.
- Evaluated competitors' products and services to gain competitive advantage.
Insurance Agent
AFINITY Financial Services
01.2022 - 05.2023
- Built strong relationships with clients through consistent communication and excellent customer service.
- Researched and identified potential new markets.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients.
- Maintained accurate records of all transactions, ensuring compliance with company policies and regulatory requirements.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
Education
Bachelor of Arts - Undergraduate Degree in Business Administration
Nanjing University of Finance And Economics
NANJING, CHINA06.2003
Skills
- Excellent customer service and communication skills
- Strong attention to detail and organizational skills
- Ability to work effectively in a fast-paced environment
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint)
- Basic knowledge of banking products and services
- Bilingual in [ENGLISH] and [MANDARIN]
Languages
English
Professional Working
普通话
Native or Bilingual
Certification
- CERTIFICATE OF CIFC - 90 DAY TRAINING COURSE 2022.04.30
Timeline
INRURANCE AGENT
Crius Financial Services
05.2023 - Current
Insurance Agent
AFINITY Financial Services
01.2022 - 05.2023
Bachelor of Arts - Undergraduate Degree in Business Administration
Nanjing University of Finance And Economics
- CERTIFICATE OF CIFC - 90 DAY TRAINING COURSE 2022.04.30
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