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Aug 2002May 2007

Bachelor of Arts

Olivet College

Related course work: Risk Management, Financial Management, Strategic Management, Accounting, Statistics, and many other IRM courses.

Work experience

Oct 2009Present

Insurance Broker/Office Manager

Charles W Chan Insurance Agency, Inc
  • Licensed Insurance Broker
  • Commerical/Personal Lines Focus
  • Oversee day to day transactions
  • Delegate Duties to each staff member (4)
  • Trained in Prime 5.0 (Agency Management System)
  • Prepare insurance forms/documents
    • Quotes
    • Certificates of Insurance
    • Endorsements
    • Schedules
    • Etc.
  • Process other insurance transactions to provide customer service and support efforts to acquire and retain profitable business.
  • Perform other related support duties, along with all general office duties.
Jul 2008Feb 2009

Assistant Manager

Toys R Us, Inc
  • Assisted in managing all day-to-day operations of a $12M business with up to 85 associates
  • Opening and closing Manager (Key Carrying)
  • Directly responsible for guest service, associate training and development, inventory control, and loss prevention.
  • Drove Toys R Us new credit accounts, BPP (Buyer Protection Plans), and Battery sales
  • Doubled IC (Instant Credit) results in first month, from 25 to 55 IC’s week, and maintained best results in the district
  • Raised BPP 25% above company standard
  • Raised Battery sales 15% above company standard
  • Exceeded monthly operational metrics and standards metrics
Oct 2007Jul 2008

Licensing Specialist

Jackson National Life
  • Cross Trained associate in Guaranteed, Registered, and IMG (Banking) Channels
  • Only cross trained associate out of 75 employees
  • Participated in anti-money laundering workshop monthly
  • Trained existing employees in both registered and banking channels
  • Responsible for 50 producers nationwide
    • Mainly responsible for producers located in CA, NY, TX, WA, FL, NC, and SC
    • Handled/ Processed all account changes:
      • Producer terminations
      • Renewals
      • Producer record changes
      • License updates
      • Book of business transfers,
      • Address Changes
      • Death claims
    • Handled all licensing issues for producers
    • Updated producers new and existing policies
    • Daily follow-ups with producers
    • Responsible for all producer commissions in each channel.
  • Cutting checks for producers and sending out.
Nov 2006Dec 2006


State Farm Insurance Agency
  • Policy Quotes for Auto, Boat, and Home Insurance
  • QNN/Cold Calling 2 hrs a day/100-200 calls
  • Basic Office Skills:
      • Filing
      • High accuracy data entry
      • Answering phones
      • Faxing
  • Processed client payments
  • Annuity/CD marketing and sales


Skilled at talking to others to effectively convey information, persuading others to approach things differently and listening to what other people are saying and asking questions as appropriate, all of which are paramount to the Insurance field. Typing 64-84 WPM Knowledge of administrative and clerical procedures such as word processing systems, filing and records management systems, and other insurance procedures and terminology. Microsoft Office 2000-2011 (Word, Excel, PowerPoint, Access, Outlook) Adobe Photoshop 7.0
Door to door sales Cold Calling Experience Years of prior work experience performing for people or dealing directly with the public.
Value achievement and positions that are results oriented and allow employees to use their strongest abilities. Trained to analyze and classify risks as to frequency and potential severity, and measure financial impact of risk on company. Knowledge of administration and management processes involved in business and organizational planning, coordination, and execution. This includes strategic planning, resource allocation, manpower modeling, leadership techniques, and production methods. Retail Management 20-35 employees Office Management 4-6 employees Active Roles as Assistant Store Manager & Office Manager


Property & Casualty License

CA Department of Insurance