Andy H. Email & Phone Number

Langley, British Columbia, Canada

Advise clients on insurance policies, ensuring comprehensive coverage and risk management.Achieved high client satisfaction ratings through personalized service and effective communication.Utilize analytical skills to assess client needs and recommend optimal insurance solutions.Resolve complex client issues, resulting in improved client retention and loyalty.Collaborate with team members in new challenges, consistently delivering high-quality results through strong work ethics and punctuality.Developed tailored insurance plans, elevating client satisfaction and ensuring optimal coverage.Conducted detailed risk assessments, providing clients with data-driven insurance solutions.Implemented strategies that boosted client retention rates and improved overall loyalty.

Vancouver, British Columbia, Canada

• Administering client service plans (new and renewal business), policy changes/certificates, and service deliveries• Monitoring client satisfaction through maintaining relationships• Contributing to meetings with the team to ensure up-to-date client issues, changing needs, service plan implementations, and other issues• Fielding client communication via snail mail, email, phone, and/or face-to-face, to identify the client's insurance requirements• Creates proposals for clients and prospective clients.• Educating clients to ensure understanding of risks and insurance coverage• Supporting processes and procedures and past practices• Advocating for changes and additions to service plans that increase value for clients• Participating in learning opportunities to develop up-to-date skills and knowledge

Vietnam

- Planning and team management: planning sales & training activities …for FWD sales forces and bank partners (NamABank and ABBank). Managed +200 FSCs, 20 Team leaders, and 6 sale managers and 2 account managers.- Execution: Deploy the planned sales & training activities to achieve projected sales targets.- Supervision & Management: Supervise & manage sales performance in the all Bank Partners and sales team in South.- Training & Development: Train & develop the agency force: including Sales Managers, Team leaders and Financial Advisors…- Internal & external relationships: Maintain solid & effective collaboration with departments and Bank Partners.- Set up a new system for department administrative procedures at beginning as a start-up.- Design effective sale contests for internal sale forces and partners to push sales.- Execute analyses and deploy administrative operations to achieve projected targets such as budgeting, contracting and project planning and management processes.- Prioritize work, and make sure sale target and deadline is met and assign work to support staffs.- Supervise and manage staff’s performance and prepare periodic reports.

Ho Chi Minh City, Viet Nam

Lead a nationwide team of bancassurance managers to develop / improve sales process and capabilities in order to achieve business objective.Build-up relationship with new partners to meet the company objective and policy.Develop and maintain relationship with key personnel at the bank partners.Ensure sales process and operation flow and quality in accordance to banking policies and compliance requirements.Formulate and implement insurance product strategies, and provide relevant support.Provide training of frontline users for new products / services launch and new systems.Achievement: The best Exclusive Bancassurance partnership in the Market in 2016.

Le Duc Tho - Go Vap District

As the role of Branch manager, I set up this branch at day 1.Recruiting the Customer services and Relationship managers team as a start up.Monitoring financial transactions.Overseeing the efficient day to day processes.Supervising branch staffs and preserving a professional environment.Preparing reports, forecasts.Managing or sanctioning loans, mortgages, deposits and account operations.Dealing with customer service or satisfaction issues.Ensuring compliance and security procedures are adhered to.Pursuing lifelong professional and educational development.

Approaching the Banks for dealing Bancassurance.Set up KPIs program for Bank branch’s staffs that enhances thoroughly sale network.Create and implement Marketing plan, contest programs and Sales coaching plan.

Bsc, Accounting And Finance

Activities and Societies: Vice-president of Vietnamese study abroad society, Intepreter for Singapore Police Department and Court

General Insurance Agent Level 2, General Insurance