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chen zhang

chen zhang

Insurance Advisor | Customer Service

Insurance

Winnipeg, Manitoba

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About chen zhang:

I am a customer service professional based in Winnipeg and I am pursuing a long term career in the insurance industry. I have completed the FOI exam and I am preparing to obtain my IWS licence. I communicate clearly, pay close attention to detail, and enjoy helping clients understand their coverage options and choose suitable solutions. I am fluent in English and Mandarin and I am eager to grow within an insurance brokerage team.

Experience

Customer focused professional with experience in insurance, banking, and high volume customer service environments. FOI certified and working toward Level 1 Broker Licence. Experienced in assessing client needs, explaining insurance and financial products, processing payments accurately, and maintaining compliance with policies and confidentiality standards. Strong background in client service, sales support, and relationship management.

Education

Master’s degree in Economics and Finance from the University of Bath and a Bachelor’s degree in Finance from the University of International Business and Economics. Solid foundation in finance, risk management, and client focused service, supporting a career in the insurance industry.

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