Diana Wong
Outreach Case Worker at Jacob A. Riis Neighborhood Settlement- Claim this Profile
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Chinese (Cantonese, Mandarin, Taishanese) Native or bilingual proficiency
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English Native or bilingual proficiency
Topline Score
Bio
Credentials
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Notary Public
New York State Department of StateSep, 2020- Oct, 2024 -
Real Estate Salesperson
New York State Department of StateDec, 2021- Oct, 2024 -
Insurance Broker, Accident, Health, Life
New York State Department of Financial ServicesMay, 2021- Oct, 2024
Experience
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Jacob A. Riis Neighborhood Settlement
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United States
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Civic and Social Organizations
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1 - 100 Employee
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Outreach Case Worker
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Nov 2021 - Present
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United Healthcare
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Hospitals and Health Care
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1 - 100 Employee
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Medicare Sales Representative
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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
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Blue Cross Blue Shield Association
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United States
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Insurance
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700 & Above Employee
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Marketplace Facilated Enroller
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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
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Visiting Nurse Service of New York
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United States
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Hospitals and Health Care
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100 - 200 Employee
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Member Service Representative
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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
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Macy's
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1 - 100 Employee
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Sales Associate
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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
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General Human Outreach in the Community
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United States
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Non-profit Organizations
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1 - 100 Employee
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CH Trainer
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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
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Dental Wholesalers
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United Kingdom
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Wholesale
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Sales Representative
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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
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Education
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Queens College
Bachelor’s Degree, Corporate Finance, International Business, Economics, Computer Information Technology -
ECornell
Certificate, Marketing Strategy