Ivan Liu
Advertising Specialist at Farmers New World Life- Claim this Profile
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Topline Score
Bio
Credentials
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ALMI (Associates, Life Insurance Management Institute)
LOMA -
Associates of Customer Service
LOMA -
Lean Yellow Belt
Zurich Insurance Company Ltd -
Scrum Product Owner
Zurich Insurance Company Ltd
Experience
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Farmers New World Life
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United States
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Insurance
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1 - 100 Employee
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Advertising Specialist
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Apr 2017 - Present
• Responsible for the review and approval of Farmers Life advertising and marketing materials, including video scripts, web-based content, brochures, flyers, audio scripts, and publications. • Performs re-writes and edits of advertising/marketing materials as needed. • Conducts audits of agent created advertisements and marketing materials to ensure that content complies with advertising compliance regulations, and that content adheres to company guidelines and branding… Show more • Responsible for the review and approval of Farmers Life advertising and marketing materials, including video scripts, web-based content, brochures, flyers, audio scripts, and publications. • Performs re-writes and edits of advertising/marketing materials as needed. • Conducts audits of agent created advertisements and marketing materials to ensure that content complies with advertising compliance regulations, and that content adheres to company guidelines and branding. • Responsible for auditing and monitoring social media postings (including Facebook, Twitter, Linkedin, Google plus) to identify and correct advertisements that do not comply with regulatory or company guidelines.
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Senior Business Process Analyst/Operations Process and Implementation Specialist
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Jun 2012 - Apr 2017
•Successfully managed and delivered a diverse portfolio of projects ranging from regulatory changes to large, multi-million dollar software system implementations. •Developed, wrote, and published a wide range of communication documents distributed company-wide, including procedure bulletins, news bulletins, email communications, and training/job aids. •Successfully implemented the new Farmers Life application system. Developed curriculum and trained over 500 employees… Show more •Successfully managed and delivered a diverse portfolio of projects ranging from regulatory changes to large, multi-million dollar software system implementations. •Developed, wrote, and published a wide range of communication documents distributed company-wide, including procedure bulletins, news bulletins, email communications, and training/job aids. •Successfully implemented the new Farmers Life application system. Developed curriculum and trained over 500 employees utilizing various training methodologies, including large, in person classroom trainings, webinars, group presentations, and web based simulations. •Acted as Project Manager on small to medium sized regulatory and system implementation projects; led all meetings, developed project scope and agendas, gathered requirements, mapped out workflows, and produced all documentation. •Developed, led, and executed user acceptance testing at all phases of the project delivery cycle.
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Medical Life Underwriter
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Jul 2008 - Jun 2012
•Managed and underwrote a caseload of over 300 applications on a daily basis within a deadline-driven and high workload environment. •Analyzed financial documents, EKG’s, and complex medical records to determine insurance eligibility; approved over 10 million dollars of face amount coverage per week. •Successfully managed relationships with insurance agents and clients to meet and exceed sales objectives.
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Customer Service Advocate
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Jun 2007 - Jul 2008
•Corresponded with thousands of customers via telephone, email, and in person, and consistently exceeded monthly production goals. •Handled all customer complaints and resolved complex customer issues.
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Financial Operations Technician
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Nov 2005 - Jul 2008
•Processed over 1 million dollars of cash transactions on a daily basis with high accuracy and under tight deadlines. •Audited, reconciled, and corrected the general ledger and suspense accounts.
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Education
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2003 - 2005
University of Washington
Bachelor’s Degree, English Language and Literature, General
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