Drew Pham
Phoenix
Summary
Results-driven professional specializing in providing customers with tailored solutions to meet unique needs. Builds strong relationships with clients and consistently delivers quality service that exceeds expectations. Excellent communication and customer service skills. Agile individual who adapts quickly to changing circumstances.
Overview
15
15
years of professional experience
Work History
Personal Lines Account Manager I
USAA Insurance Agency
02.2022 - Current
- Specializes in non standard auto and umbrella insurance to meet the demands of USAA member's needs.
- Work with multiple insurance carriers to find the best solution for our USAA members.
- Extensive front line underwriting with all carriers to find the best fit and solution for our members.
- Educated clients on insurance policies and procedures.
- Analyzed risk factors to recommend appropriate coverage levels.
- Conducted annual reviews of existing policies to update information.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
Insurance Professional I
USAA
10.2014 - 02.2022
- Assist members in acquisition of new auto,homeowners,renters,vpp and umbrella insurance to help them protect their financial security.
- Help with onboarding of new customers to become members with world class USAA services and products.
- Licensed to do business in all 50 states including Guam and licensed to write insurance policy for South Korea for our members who are stationed overseas.
- Trained to handle separation and divorce, for members who are going through a marital transition and needs to separate accounts/policies with their spouse.
- Trained in member retention, help with cancellations of their policies and build value of USAA policies and set up business for future endeavors.
- Help to give coaching and guidance for new IPs (Insurance Professional) on the Insurance Helpline, to assist members with contracts and policies while utilizing KC ( Knowledge Central) to help IPs find the information.
- Conduct weekly team meeting, bringing up new topics and agenda that revolves around Insurance and also listen to phone calls to help calibrate thus phone calls to be more of an effective Insurance Professional.
- Work with mortgage lenders, title company, real estate agents in liu with the member to help them close on their new property in aspect of homeowners insurance.
- Building a culture of professionalism and accountability with all members, colleagues, and leaders, to give the best world class experience in each and every phone call!
Radiologic Technologist
United States Air Force
10.2009 - 10.2013
- Applied and positioned equipment to make images following set parameters
- Prepared and administered contrast materials, radiopharmaceuticals, anesthetic and antispasmodic drug for imaging procedures.
- Reviewed physicians order to determine medical imaging needs and operate radiologic equipment to capture, develop and produce diagnostic images.
- Facilitated positive care experience for patients by establishing rapport and applying interpersonal skills to reduce anxiety and promote cooperation.
Education
High School Diploma -
Midwest City High School
Midwest City, OKBachelor of Science - Business Administration And Management
Grand Canyon University
Phoenix, AZ07-2027
Skills
- high net worth insurance sales
- proficient with Excel
- adaptability and flexibility
- self-motivated
- problem-solving abilities
- critical thinking
Personal Information
Title: Insurance Professional I
Timeline
Personal Lines Account Manager I
USAA Insurance Agency
02.2022 - Current
Insurance Professional I
USAA
10.2014 - 02.2022
Radiologic Technologist
United States Air Force
10.2009 - 10.2013
High School Diploma -
Midwest City High School
Bachelor of Science - Business Administration And Management
Grand Canyon University
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