Steph Yuan
Operations Manager | Executive Assistant at Cushman & Wakefield
- Role
- Licensed Insurance Agent at Broad Spectrum Insurance Services, Inc
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Steph Yuan
I’m an operations-focused Executive Assistant who thrives on solving problems before they even become problems. For over 8 years, I’ve supported top-producing executives and brokers — stepping in wherever needed to streamline processes, close efficiency gaps, and keep the team moving forward.I’ve had great success in management because I’m a real people’s person. I combine excellent interpersonal skills with strong leadership, and I truly enjoy working toward goals — pushing for the best results not just for myself, but for the teams I support. Achieving personal and corporate objectives is always the mission, and I take pride in making it happen.I love fast-paced environments where I can:• Spot inefficiencies and create smart, workable solutions• Manage people, projects, and priorities with precision• Build trust and collaboration across the teamMy approach blends strategic thinking with hands-on execution after identifying opportunities. Whether it’s managing complex calendars, leading initiatives, or improving systems, my goal is always the same — make sure leadership and teams have everything they need to succeed.
Experience
Licensed Insurance Agent
Broad Spectrum Insurance Services, Inc
Aug 2019 — Present · San Francisco, CA, US
Build and maintain client relationships, assess insurance needs, and recommend appropriate coverage options.• Reviewed applications, renewals, and policy changes while ensuring compliance with industry regulations.• Provide ongoing client support, including claims assistance, policy reviews, and issue resolution.
Skills
- English
- Close Attention to Detail
- Operations Management
- Sales Operations
- Customer Retention
- Customer Service
- Friendly Personality
- Mentoring
- Retail Banking
- Windows
- Team-Oriented
- Credit
- Microsoft Excel
- Powerpoint
- Customer Experience
- Efficiency
- Customer Satisfaction
- Dependable Team Player
- Outlook Express
- Management
- Team Building
- Microsoft Office
- Sales
- Finance
- Cantonese
- Organized Multi-Tasker
- Operating Systems
- Highly Detail Oriented
- Financial Analysis
- Teamwork
- Banking
- Team Management
- Sales Management
- Project Management
- Mandarin
- Administrative Assistants
- Operational Excellence
- Fast-Paced
- Operational Efficiency
- Commercial Banking
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