Vivian Li

Developed comprehensive applications, contracts, and booklets for new group insurance business, ensuring benefits matched prior carriers and aligned with underwriting requirements. Collaborated closely with underwriting teams and advisors to adhere to guidelines, update contracts, and address regulatory changes. Posted finalized documents on the company’s portal for client visibility and answered

Conducted audit and credit checks on brokers and assisted with contracting processes between brokers and insurance carriers. Managed incoming and outgoing documentation, maintained project reports, and reviewed reports for accuracy. Created Excel spreadsheets for commission tracking, updated files, and assisted with marketing materials.

Ensured all locations followed food safety, sanitation, and safety policies while preparing products according to standards. Led and mentored team members, providing guidance and training. Created weekly schedules for locations and monitored/managed expenses.

Interacted directly with clients considering cancellation to resolve problems and retain business. Responded to inquiries from prospective customers regarding products and services, educating them on new coverage. Provided quotes, completed sales, and booked financial services appointments for the sales team to increase sales.

Responded accurately to billing dispute inquiries and provided quotes to clients, completing sales. Made adjustments to insurance policies and built strong relationships with customers to understand their insurance needs. Booked financial services appointments for the sales team and managed office supplies/equipment.

Handled incoming calls and emails, completed fax requests, and prepared folders and mails. Greeted and welcomed clients at the front desk, inputting client information into the system and collecting payments.

Completed a comprehensive program in Business Administration, gaining foundational knowledge in business operations and management principles.