Florence Au Email & Phone Number

San Jose, Ca, Us

Provide knowledge about health savings accounts (HSA).Support customers with technical questions about the Starship mobile and web applications.Report and work with engineers for feature requests or bugs that may arise to develop the product.Work cohesively with product, engineering, and marketing teams.Complete deposit operations and banking tasks.Use tools such as Jira, Intercom, Slack.

Act as first point of contact for employers interested in small group insurance.Provide customer support to employees and employers through phone calls, chats, and emails.Answer questions related to health insurance as well as SimplyInsured product questions.Work with insurance carriers to push through difficult requests and to meet deadlines.

San Francisco, Ca

Support existing customers when reporting bugs. Complete tasks for customers to further their experience using the product. Communicate our product updates and new features to customers. Lead training sessions to help customers use the product in a valuable manner. Implement new customers to the product and maintained great relationships. Use tools such as Zendesk and Slack to communicate with customers and internally.Use Jira as a tool to report bugs, tasks, and feature requests.

Manage a heavy case load and am involved in all aspects of life insurance applications and the underwriting process from start to finish.Processed all paperwork and tasks quickly so that agents receive their commissions and compensation in a timely manner. Assist life insurance agents with sales illustrations, quotes, marketing materials, and commissions. Act as liaison between agents and insurance companies through telephone, email, fax, and in person. Organize training seminars for agents and their staff.Perform new client intake and review prospects with agents.Maintain active database and CRM detailing pending requirements and case status. Maintain CEO’s calendar and appointments.Facilitate medical record retrieval and process in a prompt manner.Schedule medical examinations, such as Paramedical exams, labwork, and EKGs. Responsible for all general office duties, including filing, faxing, photocopying, transcribing, formatting, and editing.

Tutor students from kindergarten to fifth grade on a variety of school subjects.Prepare work for students participating in the GATE Program.Administrate the week-long Spring Break Camp for participating students.Teach weekly public speaking classes.

Santa Barbara, California Area

Greeted students and faculty upon entry. Relayed customer feedback to support staff.Generate spreadsheets regarding daily sales and customers.

Goleta, Ca

Completed administrative tasks, including mailing, paperwork, and proofreading.Used Microsoft Excel for development and fundraising.

Oakland, Ca

- Worked at Habitat for Humanity through a Bank of America summer internship.- Led volunteer groups to build houses.- Assisted Americorps with building the houses during the week.

Bachelor Of Arts (B.A.), Asian-American Studies

Majored in Asian American Studies with minors in Feminist Studies and Educational Studies.

Education record

Activities and Societies: Community service clubs: Interact, Octagon, and Key Club. Badminton team and golf team.Participated and held.