YIHUA CAO

48217 Turquoise Street, Fremont, California 94539

510.440.1551 (Home) / 408.688.4248 (Cell)
eva.cao@gmail.com

SUMMARY OF QUALIFICATIONS

Accomplished, results-driven, and highly motivated professional with successful

background in quoting and servicing accounts. Demonstrated proven expertise in g
athering information to support in underwriting and identifying premiums. Remark
able experience in meeting goals and exceeding customer expectations. Instrument
al in providing first-rate customer service to establish and maintain productive
relationships. Possess strong analytical and planning skills; combined with str
ong communication and interpersonal skills. Capable of handling multiple tasks s
imultaneously within fast-paced environments.
Computer Skills: Microsoft Office (Word, Excel, and PowerPoint), GoldMine Databa
se,
and Formboss Plus (Acord application)

PROFESSIONAL EXPERIENCE
ISU Insurance Services, Cheung & Associates, San Jose, CA
ACCOUNT SERVICE OFFICER JULY 2006-PRESENT
Assume full responsibility in collecting information, preparing application, and
submitting them to insurance carriers to obtain quotes. Play a significant role
in identifying premiums, maintaining underwriting, and marketing information by
carrier to provide better pricing and coverage to clients. Review and coordinat
e new policies, which support clients in preventing gaps in their insurance prot
ection. Instrumental in executing marketing campaigns and generating leads for t
elemarketing. Manage the preparation of summaries of insurance schedules and pro
posals. Coordinate referrals from client base and follow through to acquire new
accounts. Manage commercial account size in premiums, ranging from $350 to $150,
000 including commissions with a range of $20 to $30,000. Provide exceptional cu
stomer service by responding to all inbound customer calls and written correspon
dences.
Notable Contributions:
- Monitored and ensured the delivery of utmost customer service, which sig
nificantly improved customer satisfaction and referrals
- Served as key contributor in marketing and developing $1.5 million renew
al book of business, which saved clients by more than 30% of total premium
- Demonstrated exceptional performance in quoting and servicing benefit ac
counts across medical, dental, and life lines; assisted client in saving at leas
t 20% of total premium
Prax Capital, Shanghai, People’s Republic of China
INVESTMENT ASSOCIATES OCT 2003-JAN 2006
Coordinated efforts to execute and facilitate marketing due diligence and field
survey. Performed industrial analysis and evaluation, as well as collecting and
analyzing financial and operational data. Developed business plan on potential t
arget companies' financial performance. Provided assistance to investment direct
or to enable preparation of investment memoranda.

EARLIER EXPERIENCE
Westdeutsche Landesbank, Shanghai, People’s Republic of China
CLIENT BUSINESS UNIT OFFICER APR 1998-OCT 2001
Directed all aspects of promoting marketing activities and maintaining client re
lationships. Functioned as internal controller, in charge of preparing statistic
reports, including client profitability report, management summary, and country
risk report.
Standard Chartered Bank, Shanghai, People’s Republic of China
EXECUTIVE SECRETARY OCT 1996-MAR 1998

EDUCATION
BACHELOR OF ARTS IN ADMINISTRATION MANAGEMENT
Shanghai University, Shanghai, People’s Republic of China

TRAINING AND AFFILIATIONS

Certified Insurance Consular (CIC) | Ongoing - Commercial Line Coverage Speciali
st (CLCR) | Ongoing
Certified Insurance Service Representative (CISR)
Agent License: Fire and Casualty, Life, Accident and Health