Fei Hsiao
Alhambra,CA
Summary
- Resourceful Account Manager with excellent client oversight, issue resolution, and relationship-building expertise. Maximized repeat business opportunities and utilized proven prospecting techniques to expand client base. High-level sales cycle knowledge and strong collaborative skills leading to optimum outcomes.
- Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
- Detail-Oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
- To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management, and problem-solving skills.
- Hardworking and passionate job seeker with strong organizational skills eager to secure the applied for position. Ready to help team achieve company goals.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Account Manager
Colony West Financial Insurance Services
07.2024 - Current
- Developed, maintained and utilized diverse client base.
- Verified completed work order information and insurance coverage.
- Prepared applications, documents and data to renew insurance policies.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Checked titles, insurance coverage, and appraisals for properties.
- Calculated quotes and educated potential clients on insurance options.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Kept detailed records of activities through online customer database.
- Anticipated clients' needs by staying in touch on regular basis
Associate Account Manager
DP Insurance Agency Inc
08.2016 - 06.2024
- Analyzed and reported on customer activity, business trends and areas of concern.
- Contacted regular and prospective customers to explain product features and solicit orders.
- Anticipated clients' needs by staying in touch on regular basis.
- Consulted with clients after sales and contract signings to resolve problems and provide ongoing support.
- Built relationships with customers using active listening and issue resolution to provide excellent service
- Responded to customer calls swiftly to resolve issues and answer questions.
- Maintained high standards of customer service by building relationships with clients
- Prepared and reviewed insurance applications to verify compliance with regulations
- Obtained underwriting approval by completing application for coverage
- Cross-sold insurance products to existing clients to reach sales targets
- Investigated and processed claims swiftly to keep customers satisfied
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients
- Educated clients on insurance policies and procedures
- Met with customers to provide information about available products and policies
- Calculated premiums and established payment methods for sales
- Finalized sales and collected necessary deposits
- Collected premiums on or before effective date of coverage
- Issued certificates of insurance for clients
- Worked efficiently and quickly to meet the needs of the clients on fulfilling requests
Tutor
Midpath Academy
06.2012 - 08.2016
- Collaborated with students to complete homework assignments, identify lagging skills, and correct weaknesses.
- Supported students with helpful study habits and exam strategies.
- Provided homework assistance using specific curriculum and materials.
- Motivated students towards learning and studying to build self-confidence and reduce fear of failure.
- Supported students in development of critical thinking skills and perseverance to persist with challenging tasks.
- Tutored struggling, average, and advanced students in mathematics and English course materials.
- Planned lessons for allotted time to strengthen weak subjects and build skills.
- Tutored diverse groups of students to strengthen subject comprehension, boost confidence and build important learning skills.
- Used variety of teaching methods to successfully help wide range of students.
- Developed methods to motivate and engage students in learning.
- Created personalized lesson plans to meet needs of diverse learners.
- Monitored student progress and provided feedback and support.
- Maintained records of student assessments, tutoring activities and results.
- Motivated students with accurate feedback and positive reinforcement.
- Assisted students in developing study skills and strategies.
Education
Master of Arts - Marriage And Family Therapy
UMASS Global of Massachusetts
12-2026
Bachelor of Arts - Applied Psychology
Los Angeles Pacific University
12-2022
Associate of Arts - Social Sciences
Pasadena City College
10-2020
Associate of Arts - Chinese
Pasadena City College
Pasadena, CA10-2020
Associate of Arts - Humanities
Pasadena City College
Pasadena, CA10-2020
High School Diploma -
San Gabriel High School
06-2011
Skills
- Account development
- Customer training
- Lead prospecting
- Trend forecasting
- Order Management
- Account Management
- Pricing Structure
- Issue Resolution
- Trade Requirements
- Information Updates
- Time Management
- Customer Interaction
- Excellent Communication Skills
- Administrative Oversight
Certification
- Licensed Commercial Casualty & Property Insurance Agent
Reading Novels
Not that I get a lot of time to do it, but when I have a bit of down time, I like to read Historical fiction, Romance, Recipe, and self-help books.
Languages
Chinese (Mandarin)
Native or Bilingual
English
Native or Bilingual
Timeline
Account Manager
Colony West Financial Insurance Services
07.2024 - Current
Associate Account Manager
DP Insurance Agency Inc
08.2016 - 06.2024
Tutor
Midpath Academy
06.2012 - 08.2016
- Licensed Commercial Casualty & Property Insurance Agent
Master of Arts - Marriage And Family Therapy
UMASS Global of Massachusetts
Bachelor of Arts - Applied Psychology
Los Angeles Pacific University
Associate of Arts - Social Sciences
Pasadena City College
Associate of Arts - Chinese
Pasadena City College
Associate of Arts - Humanities
Pasadena City College
High School Diploma -
San Gabriel High School
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