Nhật Phạm

Detail-oriented Account Manager with 4 years of working directly as Technical Service Representative with various
insurance companies and their underwriters, 3 months of comprehensive experience managing employer-client
relationships and developing new business deals. Focused on managing accounts systematically to maximize sales.
Dedicated professional successful at providing efficient insurance advise and expanding network connections.

Junior Account Manager (CSR): (12/2022-Current)

Functioning as first line underwriters, qualifying, maintaining and promoting sound quality business

Servicing & processing Personal Insurance renewals, change in insurance coverages, cancellation & new

business transaction in accordance with company standards

Developing thorough understanding of property & automobile insurance products and service offerings to better

upsell and cross-sell to clients.

Having written over $40,000 premium worth of new business policies within the first 2 months of selling

insurance products.

Providing comprehensive assistance by best quotations and applications preparation.

Handling incoming/outgoing calls/ emails/faxes and payment requests

Maintaining accuracy and adequacy of EPIC activities and document wordings

Monitoring and continuously meet personal RIBO education credit requirements

Part-time Technical Service Representative: (04/2019 - 12/2022)

Assisting in processing of Property & Auto New businesses, policy changes, renewals, cancellations on more

than 15 carriers portals: CAA, Wawanesa, Economical, Pembridge, SGI, etc.

Processing more than 20 new business uploads, 15 endorsements and 5 immediate payment requests per day to

exceed daily goals

Categorizing and updating various client's accounts, following up with Senior Account Managers to ensure

client's service standards are met

Supporting team members in working on insurer partner's portal

Performing related duties and projects for non-licensing required tasks

Academic Peer Support Assistant: (09/2021 - 04/2022)

Facilitating understanding of first and second year Economics course materials to undergraduate students in

weekly structured study sessions

Planning and developing worksheets, making presentations to students to review discussed academic concepts

Providing academic support and engaging students in efficient learning skills while in a group setting. Each

sessions has around 4-5 groups with 4-5 students per group

Prioritizing and structuring study routine to achieve expected learning outcomes. Most of students end up with A

or A+ at the end of the course

Keeping records of session attendance, reporting progress on shared drive and informing the Student Success Coordinator of any changes

BACHELOR OF ARTS: FINANCIAL & BUSINESS ECONOMICS  09/2019 - 04/2022

York University, Toronto, ON

Summa cum laude graduate

8.3/9 GPA

Ranked one of the highest grades among more than 800 students of Macroeconomics course

Ranked in Top 1 of Public Finance I Course

DIPLOMA: BUSINESS MANAGEMENT - FINANCIAL SERVICES: 09/2017 - 04/2019

Humber College, Toronto, ON

Dean's List Honoree