Tommy Khuu, Acs, Almi, Asri Email & Phone Number

Kirkland, WA, US

Seattle WA

• Receives calls from prospective members responding to CHPW advertising/promotion and events.
• Discusses the features, advantages, and benefits of CHPW product lines with prospective members in a high volume environment.
• Enrolls qualified prospective members over the telephone.
• Tracks and follows-up with prospective members in CRM (Customer Relationship Management) software.
• Follows-up with leads generated by Marketing and Business Development Team
• Assists Account Executives and Community Outreach Specialists with scheduling appointment with prospective members.

Bothell WA

• Market properties, show properties, and pre-screen new applicants
• Prepare and execute leases
• Collect and deposit monthly rents
• Perform minor maintenance and repairs
• Coordinate with outside vendors on major repairs according to tenant complaints

Greater Seattle Area

• Placed vital outbound calls to District Managers, Agents and Agency Producers to discuss agency needs, and opportunities to increase sales
• Identified and anticipated agency concerns and responded accordingly
• Assisted with the preparation of sales proposals and followed up with agents as applicable
• Introduced new products, initiatives, and training material to agents and district managers
• Corresponded with internal and external customers in accordance with compliance and industry regulations
• Worked closely with members of Life Distribution and Financial Solutions to support company goals and objectives

Great Seattle Area

• Handled 60-90 calls and transactions daily
• Maintained working knowledge of company past and current products & services
• Provided basic technical support for navigating and troubleshooting agent facing systems
• Responded to all marketing and sales requests and questions from agents, district managers and Financial Sales Specialists
• Acted as a liaison between the registered Farmers agents, Life Marketing Sales, Wholesaling and management team.
• Exceeded service standards while consistently improving the effectiveness of the agents supported

Greater Seattle Area

• Reviewed Mutual Fund/Variable Product/College Savings Plan applications and transactions to assess compliance with company policies and FINRA regulations.
• Reviewed and corrected insurance applications so that they were compliant with industry and company standards
• Reviewed agent social media sites/email accounts to ensure compliance with company branding and FINRA standards
• Reviewed product applications, internet accounts and social media aspects submitted/used by company selling agents

Greater Seattle Area

• Handled 60+ calls and transactions daily ranging from issue and pay policies to bank changes.
• Handled requests from agents and district managers pertaining to new business, 1035 exchanges, transfers, and Rollovers.
• Reviewed applications to ensure compliance with underwriting guidelines and regulations.