Jenny Chea-Vaing Email & Phone Number

Pleasanton, Ca, Us

San Francisco Bay Area

Provide customer service via email, fax or phone on a daily basis. Data entries of new and renewal business submissions and evaluate which market fit for marketing the risk. Issue/request cancellation request/policy release (LPR), binders, loss runs, Broker of Record (BOR), certificates of insurance and process quotes, billings, cancellations and reinstatements. Process check requests, keeping records and tracking deposits, commissions and making bank deposit for the company on a daily basis. Resolve policy and coverage related concerns or discrepancy for clients, agents, MGA, insurance carriers and auditors. Assist in reconciliation of account receivable. Monitor, Track, request and process broker/agent updated E&O, licenses and performance report. Provide marketing information or tools to new broker/agents and decline their appointment if they cannot meet our company minimum qualification. Monitor and generate monthly expiration accounts and follow up with renewal specification. Supervise and train newly hired employees.

Servicing the remaining accounts while it is being transition into the retail division. Service and administer the accounts. Check for accuracy of the policy coverage and the endorsements. Issue cancellation request/policy release (LPR), binders, certificates and process quotes, billings, cancellations and reinstatements. Maintain files and input updated data in the system. Resolve policy and coverage related concern or discrepancy for clients, agent, MGA, insurance carrier and auditor. Assist in reconciliation of account receivable.

Service and administer the accounts. Check for accuracy of the policy coverage and the endorsements. Issue cancellation request/policy release (LPR), binders, certificates and process quotes, billings, cancellations and reinstatements. Maintain files and input updated data in the system. Resolve policy and coverage related concerns or discrepancy for clients, agent, MGA, insurance carrier and auditor. Assist in reconciliation of account receivable.

Analyzed billing transactions to resolved problems and discrepancies. Checked policies for accuracy of effective dates, addresses, coverage and other information billed premiums, final audits, endorsements, and print invoices. Used third party computer system to retrieved and printed loss run. Photocopied, faxed, retrieve files, received and distributed department mail. Developed premium and provided quotes for new business, endorsements, and renewal policies using third party computer rating systems and manual rating plans. Set up folders and entered new business data into computer system.

Fremont, Ca

Met clients at their resident or business place to perform medical and physical examination. Drew blood, centrifuged blood, use dip stick to examine urination, measured height, upper chest and weight, completed examination documentations and federal express it to the laboratory along with the blood and urination sample.

Graduate Class Of 17, Class 17

The Citizens Academy is an engaging six-to-eight-week program that gives business, religious, civic, and community leaders an inside look.

Graduate Class Of 36

Oakland Police Officers and personnel from various divisions teaching the class and discussing criminal law, police procedures, and crime.

Life, Accident & Helath Agent

Basic Accounting

Fire & Casualty Broker/Agent

Medical Assistant

Genera Education

Microcomputer Accounting & Psychology

Education record