Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Certification
Ocean swimming, sustainable living
Additional Information
Languages
Timeline
Generic
Ngoc Hong An  Nguyen

Ngoc Hong An Nguyen

ILLAWONG,NSW

Summary

Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients and developing successful referral partnerships with accountants, mortgage brokers, solicitors and real estate agents. Skilled in business analysis, customer service and problem-solving. Experienced in coordinating with various departments to achieve strategic objectives.

Starting a brokerage firm to provide quality services to the ethnic communities in Australia starting with the Vietnamese community in Sydney.

Overview

16
16
years of professional experience
2
2
Certification
1
1

Degree

3
3
years of post-secondary education

Work History

Account Executive

VERTEX INSURANCE BROKERS
SIVERWATER, NSW
02.2019 - Current
  • Prospect, generate leads from referrals, networking and cold calling.
  • Qualify leads, build relationships and execute sales strategies to drive new business.
  • Provide initial consultation with potential clients to understand their businesses, goals and constrains.
  • Collaborate with office team to come up with a suite of options for the clients to choose from.
  • Guide the clients through the decision making process to pick out the best option for their businesses.
  • Manage over 500 clients simultaneously.
  • Continue to support the clients over time with updates, endorsements, monthly payment, cancellation, refund.
  • Facilitate renewals, make sure that the policies are up to date and most competitive.
  • Facilitate claim process and work with the claim team and insurers to provide exceptional settlement outcome for the clients.
  • Build trust with major clients, bring in experts to solve complex problems, make sure that there is no gap in the cover.
  • Conduct regular check-ins with existing clients to assess their needs and identify upselling opportunities.
  • Maintain up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.
  • Leverage CRM to collect, organize, and manage sales data and customer information.
  • Foster lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Establish lasting relationships with major leaders in specific industries to leverage their influence on individual businesses.
  • Attend networking events to build relationships and identify sales opportunities. A member of BNI SPIRIT.

Property Investment Strategist

Ironfish
BURWOOD, NSW
09.2017 - 12.2018
  • The goal was to help the clients successfully build a property portfolio to fulfill their financial goals.
  • Networking and prospecting for potential clients.
  • Worked with the clients to explore their financial goals and their current situation and worked out a strategy to achieve their goals through property portfolio investing.
  • Solidified the client's confidence in property investing through modelling, market research and experience of successful property investors.
  • Traveled to difference capital cities around Australia to learn about social, economical, governmental aspects of each market that sustain long term capital growth.
  • Collaborated with cross-functional teams to develop and execute strategic package aligned with the client's objectives.
  • Presented different investment options to the clients together with actionable insight based on data-driven analysis so that the clients can make an informed decisions.
  • Liaised with mortgage brokers, solicitors, quantity surveyors, builders and developers to insure smooth transaction for each purchase.
  • Maintained periodic communication with the clients after each purchase to get them ready for the next purchase.

Sales Associate

FIRST NATIONAL DAVIDSON REAL ESTATE
HAMMMONDVILLE, NSW
11.2016 - 09.2017
  • Facilitated real estate transaction in local of Hammondville and the surrounding suburbs.
  • Provided market updates and appraisals to property owners .
  • Worked with homeowners to develop a strategy to achieve their goals.
  • Provided professional advises and services to bring the property to the market in a way that most favorable for the clients.
  • Educated buyers and homeowners about market conditions and trends so that they can make informed decision.
  • Negotiated, facilitated, and managed real estate transactions.
  • Managed contracts, negotiations, and all aspects of sales to finalize purchases and exceed customer expectations.
  • Maintained connections with buyers and sellers to assist them with their journeys.

Environmental Scientist

GEOTECHNIQUE PTY LTD
PENRITH, NSW
02.2008 - 08.2015
  • Assisted local councils, builders, developers, earthmoving companies with geotechnical and environmental survey as part of Development Approval process.
  • Conducted field work for soil and water contamination survey, sampling and testing.
  • Interpreted test data to determine whether contamination existed in accordance with environmental laws.
  • Prepared detailed reports based on findings from environmental studies, lab testing results, and effectively communicated results to stakeholders.
  • Supervised soil and water pollution remediation and monitoring to maintain a safe living environment for communities.

Education

GENERAL INSURANCE TIER 1 - General Insurance

FINANCIAL EDUCATION PROFESSIONALS PTY LTD
10.2019 - 10.2019

Certificate of Registration - Real Estate

REAL ESTATE INSTITUTE OF NSW LTD
10.2016 - 11.2016

Bachelor of Science - Environmental Science

UNIVERSITY OF NSW
Sydney, NSW
02.2004 - 06.2007

Skills

  • Client Relationship Building
  • Customer Relationship Management (CRM)
  • Interpersonal Skills
  • Account Management
  • Pipeline Management
  • Strategic selling
  • Sales negotiation
  • Lead Generation

Accomplishments

  • Collaborated with team of experts in the development of an comprehensive insurance package for major clients such as Petra Equipment and Lews Flooring.
  • Facilitated negotiation with insurers to achieve exceptional claim outcome for a number of clients.
  • Successfully penetrated into Vietnamese business community in South Western Sydney which was tightly held by 2 Chinese and Vietnamese brokers in the last 30 years.
  • Step by step changing the mentality of Vietnamese business owners about insurance, from only buying Public Liability insurance because it is compulsory to seeing the benefit of having adequate covers to protect their businesses.
  • Became the main referral partner of a number of long standing Vietnamese accountants in Cabramatta, servicing clients from Southeast Asian background.

Affiliations

  • National Insurance Brokers Association
  • Business Network International

Certification

Tier 1 General Insurance

Ocean swimming, sustainable living

Growing up in a riverside village in Vietnam that was famous for handmade earthenware manufacturing, I developed a strong connection with the natural environment and impact of my village business activities to the air, water and land. I studied Environmental Science at university hoping to do something to solve the problem. Even though I have not done anything yet for my country, I live in harmony with the environment and love gardening and conserving water and energy.

I am part of The Cronulla Gropers, a men mental health swimming group. We meet at Cronulla South Beach at 6am every morning to swim, coffee, chat. It has been great for my mental health and a great way to start a productive day.

Additional Information

After 5 years working in insurance industry, I have identified a lot of opportunities to provide better services to my clients. Some of these opportunities had been supported and implemented by the company and some are still in the thought process due to the complexity of the company's structure. By starting an AR business with a long standing successful group like McLardy McShane, I would like to leverage on the infrastructures and supports from the group to create better and more efficient broking operation. I would like to make the management of insurance policies become a very simple and smooth process for my busy clients, to save them time, money and frustration. I also would like to build a sustainable legacy for my family through this business.

Languages

English
Professional Working
Vietnamese
Native or Bilingual

Timeline

GENERAL INSURANCE TIER 1 - General Insurance

FINANCIAL EDUCATION PROFESSIONALS PTY LTD
10.2019 - 10.2019

Account Executive

VERTEX INSURANCE BROKERS
02.2019 - Current

Property Investment Strategist

Ironfish
09.2017 - 12.2018

Sales Associate

FIRST NATIONAL DAVIDSON REAL ESTATE
11.2016 - 09.2017

Certificate of Registration - Real Estate

REAL ESTATE INSTITUTE OF NSW LTD
10.2016 - 11.2016

Environmental Scientist

GEOTECHNIQUE PTY LTD
02.2008 - 08.2015

Bachelor of Science - Environmental Science

UNIVERSITY OF NSW
02.2004 - 06.2007
Ngoc Hong An Nguyen