Dinh Thai Hoang Nguyen
Independent Insurance Broker @Greatway Financial Inc.
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WORK HISTORY
Independent Insurance Broker @Greatway Financial Inc.
Delivered over 10 customized insurance and investment solutions, applying financial analysis and risk assessments aligned with client goals and compliance standards.• Managed the full lifecycle of 5+ policies, including quoting, application reviews, updating beneficiary records, and conducting periodic policy audits to ensure accuracy.• Maintained a digital compliance database of 10+ client files, strengthening documentation standards and meeting audit-ready requirements for multi-provider cases.• Facilitated underwriting for 10+ cases by interpreting regulations, clarifying disclosures, and liaising with external insurers to reduce processing times by 25%.• Provided financial literacy training through 12+ bilingual (English–Vietnamese) workshops, supporting diverse communities and building effective stakeholder relationships.• Boosted client retention by 20% through proactive CRM workflows, annual reviews, and targeted communication strategies to anticipate client needs.• Produced high-level reports for management review, using Microsoft Excel, Power BI, and CRM systems to track performance metrics and ensure accountability.
EDUCATION
ILAC
High Honor in Ielts Course, English Language and Literature, General
UIS (Urban International School)
High School Diploma
Seneca Polytechnic
Associate's degree, Business Administration and Management, General
Seneca Polytechnic
Advanced Diploma, Business Administration and Management, General
GLCT ( The Great Lakes College of Toronto)
High School Diploma
ABOUT DINH THAI HOANG NGUYEN
Hi, I’m Dinh Thai Hoang Nguyen, an Insurance Broker at Greatway Financial Inc. I am…
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