Diana Wong

Outreach Case Worker at Jacob A. Riis Neighborhood Settlement
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Contact Information
us****@****om
(386) 825-5501
Location
New York, New York, United States, US
Languages
  • Chinese (Cantonese, Mandarin, Taishanese) Native or bilingual proficiency
  • English Native or bilingual proficiency

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Credentials

  • Notary Public
    New York State Department of State
    Sep, 2020
    - Oct, 2024
  • Real Estate Salesperson
    New York State Department of State
    Dec, 2021
    - Oct, 2024
  • Insurance Broker, Accident, Health, Life
    New York State Department of Financial Services
    May, 2021
    - Oct, 2024

Experience

    • United States
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Outreach Case Worker
      • Nov 2021 - Present
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Medicare Sales Representative
      • Aug 2019 - Sep 2020

      ▪ Assisted Medicare recipients by providing them solutions to their medical, dental, vision, pharmaceutical and general healthcare needs. ▪ Interview prospective clients to learn about their needs, discuss any existing coverage then present and clearly explain insurance policy options based in those stated needs. ▪ Build and maintain a book of business through effective use of inbounds and outbound leads and consistent client follow up. ▪ Manage multiple CRMS's and research tools simultaneously though effective organization and multitasking. ▪ Achieve high levels of enrollments through extensive product knowledge, through compliance procedures and skillful sales strategy. Show less

    • United States
    • Insurance
    • 700 & Above Employee
    • Marketplace Facilated Enroller
      • Jul 2018 - Aug 2019

      ▪ Facilitated presentation of information, using numerous instructional methods and formats including role playing, simulations, team exercises, group discussions, videos, and lectures. ▪ Carried out various responsibilities such as monitoring, evaluating, and recording activities training and program efficiency. ▪ Kept abreast of member interactions, process member accounts, and file documents by updating and follow up with members. ▪ Conducted a daily review of personal dashboard to address and follow-up on any and/or all potential leads for consumers seeking assistance. Show less

    • United States
    • Hospitals and Health Care
    • 100 - 200 Employee
    • Member Service Representative
      • Nov 2016 - Jul 2018

      -Provided efficient and courteous customer service through telephone contact. -Articulated general program information to the community and resolved and documented customer complaints or refers to higher levels. -Monitored customer service activities and performance as well as maintained member and member-related records. -Maintained details and accurate records of member interactions, processed member accounts and filed documents. -Consistently met and often exceeded personal/customer service call handling quotas. -Provided accurate, valid and complete information by using the right methods/tools. -Increased member satisfaction by interviewing member, family members, and caregivers to obtain information related to member condition. -Identified and assessed members' needs to achieve satisfaction. -Asked open-ended questions to obtain health history or other critical member information Show less

    • 1 - 100 Employee
    • Sales Associate
      • Sep 2016 - Jan 2017

      -Developed strong customer service skills while also keeping an eye on trends, brand presence, and branding techniques. -Developed a repeat-business customer base in order to regularly communicate upcoming events to increase sales. -Organized customer files, developed spreadsheets, made calendars with day to day to do list, and provide sales reports to managers. -Increased sales by recommending appropriate items and directed or led customers to selections. -Demonstrated ability to operate the POS system and perform accurate order entry; processed all returns courteously and professionally. -Achieved personal sales goals and Star Reward goals. Show less

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • CH Trainer
      • Aug 2015 - Dec 2016

      · Schedule and organize training activities and educational materials for clients with mental developmental disabilities. · Present information, using various instructional techniques and formats such as role playing, simulations, team exercises, group discussions, videos and lectures. · Monitor, evaluate, and record training activities and program effectiveness. · Develop alternative training methods if expected improvements are not seen. · Attend meetings to obtain information for training programs and to inform management of training status. Show less

    • United Kingdom
    • Wholesale
    • Sales Representative
      • Apr 2012 - Nov 2013

      · Established, developed and maintained business relationships with current and prospective customers. · Made telephone calls to existing and prospective customers. · Conducted outbound lead follow-up calls to customers via telephone and e-mail to sell products and services. · Supplied inventory management with oral and written reports on customer needs, problems, interests, competitive activities, and potential for new products and services. · Resolved customer complaints by investigating problems; developing solutions; making recommendations to management. Show less

Education

  • Queens College
    Bachelor’s Degree, Corporate Finance, International Business, Economics, Computer Information Technology
    2011 - 2016
  • ECornell
    Certificate, Marketing Strategy
    2016 - 2017

Community

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