YUANSHI (Ed) ZHENG
Toronto
Summary
Experienced insurance professional equipped to deliver outstanding results. Skilled in risk assessment, policy management, and client relations, ensuring optimal coverage solutions. Strong team collaborator with focus on adaptability and effective communication. Known for reliability and achieving targets in dynamic environments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Insurance Broker
Wellcare Insurance
01.2025 - Current
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Conducted risk assessments to identify potential liabilities and recommend appropriate coverage levels based on clients'' unique situations.
Insurance Advisor
RBC Insurance
06.2022 - 12.2024
- Maintained accurate records of client interactions, ensuring seamless service delivery during policy reviews or renewals.
- Increased client satisfaction by providing personalized insurance advice and recommending suitable policies.
- Explained features, advantages and disadvantages of various policies to promote insurance sales.
- Enhanced customer trust by addressing concerns and explaining complex policy details in understandable terms.
- Conducted in-depth analyses of clients'' financial situations, identifying gaps in coverage and recommending appropriate policy adjustments.
Assistant Customer Service Manager
Linda Geng Insurance And Financial Service Inc
01.2021 - 01.2022
- Assisted in training new hires on company policies, procedures, and software systems to ensure seamless integration into the team.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Managed challenging situations involving dissatisfied customers with diplomacy while maintaining professionalism under pressure.
- Collaborated with fellow managers to identify areas of improvement for overall customer service operations.
Insurance Agent
Linda Geng Insurance And Financial Service Inc
06.2019 - 12.2020
- Built strong relationships with clients through consistent communication and excellent customer service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Maintained high standards of customer service by building relationships with clients.
- Cross-sold insurance products to existing clients to reach sales targets.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
Education
Bachelor of Arts - Business Administration
York University
Toronto, ON04-2018
Skills
- Salesforce
- Excel
- Outlook
- ARS
- PB
Languages
English
Full Professional
Chinese (Mandarin)
Native or Bilingual
Certification
RIBO
LLQP
Timeline
Insurance Broker
Wellcare Insurance
01.2025 - Current
Insurance Advisor
RBC Insurance
06.2022 - 12.2024
Assistant Customer Service Manager
Linda Geng Insurance And Financial Service Inc
01.2021 - 01.2022
Insurance Agent
Linda Geng Insurance And Financial Service Inc
06.2019 - 12.2020
Bachelor of Arts - Business Administration
York University
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