Rui Xiong
Azusa
Summary
- Authorized to work in the U.S., without the need for sponsorship.
- Dynamic professional with extensive experience at Transamerica Life Insurance Company, excelling in client relations and team building. Proven track record in enhancing operational efficiency and achieving compliance, while managing complex scheduling and task assignments. Skilled in problem-solving and delivering strategic insights, contributing to significant improvements in service standards and client satisfaction.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Coordinator
Transamerica Life Insurance Company
Los Angeles
09.2024 - Current
- Handled daily insurance operations, including scheduling, task assignment, and case tracking.
- Prepared compliance reports for management and regulatory agencies.
- Coordinated calendars, claims reviews, and cross-team communication.
- Resolved client inquiries and complaints, ensuring high service standards.
- Trained staff on insurance procedures and supported recruitment efforts.
- Monitored inventory and office resources to support workflow efficiency.
- Led team engagement initiatives to maintain a positive, productive environment.
Financial Associate
HuiJin Asset Management
Chengdu
09.2016 - 06.2024
- Advised 120+ clients on investment strategies, achieving average annual returns of 8–12%.
- Managed $2.5M+ in financial aid with 100% compliance to federal and state regulations.
- Identified cost-saving opportunities, reducing operational expenses by 15% over 3 years.
- Delivered monthly reports with strategic recommendations, increasing net profit margin by 7%.
- Streamlined record-keeping with accounting, improving accuracy to 99.5% and cutting reconciliation time by 30%.
- Oversaw $1.2M+ in A/R and A/P, maintaining 45-day billing cycles and strong cash flow.
- Conducted 80+ financial aid workshops for 2,000+ students and families.
- Created client presentations, contributing to a 20% increase in new client acquisitions.
Education
Bachelor of Arts - Business Economics
Wofford College
Spartanburg, SC06-2016
Skills
- Multitasking and organization
- Problem-solving
- Staff scheduling and task management
- Customer service and client relations
- Calendar coordination
- Team building
- MS Office;Excel
Certification
- life and health insurance
Languages
English
Native/ Bilingual
Chinese (Mandarin)
Native/ Bilingual
Timeline
Coordinator
Transamerica Life Insurance Company
09.2024 - Current
Financial Associate
HuiJin Asset Management
09.2016 - 06.2024
Bachelor of Arts - Business Economics
Wofford College
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