Projects & Accomplishment:Meeting customers interested in buying insurance and gathering information on health, family, finance and lifestyle.Assisting customers in filling up questionnaire and completing the application forms.Assessing insurance needs of customers, and calculating amount to be insured.Requesting policy features and the benefits the beneficiary will be getting about the death of insured.Presenting different insurance options and the types of premiums associated with them.Review and evaluation information provided by customers and proceed for sales.Update knowledge of life insurance products and share with customers.Provide financial , insurance and wealth-management services to protect client assets and grow the net worth of their respective portfolios.Conduct annual insurance review using a need analysis profile.Achieve and maintain knowledge and proficiency in all products, sale, presentation and software applications.Maintain accurate records and files of all clients.Provide services to Hmong families and educate clients the benefits of life insurance.

Projects & Accomplishment:Prepares work to be processed by gathering, sorting, organizing, and recording data, information, and documents.Completes enrollments by analyzing and auditing documents, tapes, and transmissions; researching and resolving processing problems.Completes conversion mailings by coordinating requirements; developing plans.Provides information by collecting, analyzing, and summarizing information; responding to requests.Input credit and debits to the accounts in support of the payables work.Coordinate with Accounts Managers in managing account activities and processes.Manage cash and check deposits for banks on an everyday basis.Manage and process all bills and invoices for payment and prepared accounts on a monthly basis.Coordinate with vendors and prepare documents for all credits and back orders.Maintains quality service by monitoring standards; advising supervisor of potential problems.Prepares reports by collecting and analyzing informationUpdates job knowledge by participating in educational opportunities.Enhances department and organization reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.

Projects & Accomplishments: • Supervised assemblers and trained 15 employees on job procedures. • Teamed up with Engineers to resolved technical problems while introducing new prototype products.• Achieved 100% of quality goals while exceeding production targets.• Determined work assignments and procedures to raise the outputs of the team.

Projects & Accomplishments: • Compiled and entered information for new accounts into system.• Assisted Senior Accountants in receiving and verifying documents.• Created account spreadsheets for different clients with Exact Max.• Performed miscellaneous clerical duties including answering phones, sorting and filing correspondence and writing reports.• Assisted Senior Accountants in receiving and verifying documents.• Compiled, copy, sort and file records for office activities, business transactions and other activities.