Zhao Kim Wing (Mike)

Advised clients on insurance coverage options and policy details
Analyzed client needs to recommend appropriate insurance products
Facilitated meetings to discuss policy renewals and amendments with clients
Developed strong client relationships to increase client satisfaction
Managed the claims process in coordination with clients and claims adjusters
Collaborated with insurers to assess policy risk factors

Analyzed market trends to recommend optimal insurance products tailored to client needs.

Managed client portfolios to ensure comprehensive insurance coverage and risk mitigation.

Participated in projects such as managing newer brokers in the company. Duties were as followed:

• Rapid team alignment: Quickly established clear goals, roles, and performance expectations, ensuring all insurance brokers understood priorities and compliance requirements within a short timeframe.
• Hands-on leadership and support: Provided close guidance through regular check-ins, on-the-job coaching, and prompt issue resolution to maintain productivity and morale.
• Performance-focused execution: Monitored key sales and service metrics, addressed gaps swiftly, and motivated the team to deliver consistent results despite the limited management period.

• Managed office communications and correspondence with clients and vendors.
• Organized and maintained filing systems for easy document retrieval.
• Coordinated meetings, schedules, and travel arrangements for executives.
• Assisted in preparing reports and presentations for team meetings.
• Handled incoming inquiries and directed them to appropriate departments.
• Supported project teams by tracking deadlines and deliverables effectively.
• Maintained office supplies inventory and placed orders when necessary.

Prepared and served a variety of frozen yogurt and smoothies to customers.
Assisted customers in selecting flavors and toppings to enhance their experience.
Maintained cleanliness of workstations and dining areas to ensure a welcoming environment.
Managed inventory management, including replenishing supplies and monitoring product freshness.
Trained new baristas on company procedures and customer service best practices.