Senior Customer Success Manager @ (May 2021 - October 2024)
Customer Success Manager @ (April 2020 - May 2021)
Support Specialist @ (June 2019 - April 2020)
Agency Owner and Insurance Agent @ Self-employed (August 2017 - June 2019)
Assistant Manager @ (August 2005 - October 2011)
Agency Owner and Insurance Agent @ (October 2011 - July 2017)
Stephen So Education
UCLA
Bachelor of Psychology (PSYCHOLOGY)
2001
Stephen So Skills
Customer Service
Property & Casualty Insurance
Life Insurance
Business-to-Business (B2B)
Customer Retention
Customer Satisfaction
Term Life Insurance
Commercial Insurance
Account Management
Insurance
Marketing
Casualty
Fixed Annuities
Umbrella Insurance
Liability
General Insurance
Underwriting
Investments
Retirement
Mortgage Lending
Casualty Insurance
Sales
Strategic Planning
Marketing Strategy
Email Marketing
Technical Support
Customer Experience
Software as a Service (SaaS)
Microsoft Excel
Microsoft Office
Microsoft Word
Leadership
Management
Team Building
Time Management
Referrals
Problem Solving
Teamwork
Customer Support
English
Warm Calling
Sales Prospecting
Lead Qualification
Phone Manner
Emailing
Zendesk
Cross-team Collaboration
Zoom
Salesforce.com
Customer Success
Stephen So Summary
Stephen So, based in California, United States, is currently a Strategic Product Advisor at Applied Systems. Stephen So brings experience from previous roles at Indio Technologies Inc. and Self-employed. Stephen So holds a Bachelor of Psychology in PSYCHOLOGY @ UCLA. With a robust skill set that includes Customer Service, Property & Casualty Insurance, Life Insurance, Business-to-Business (B2B), Customer Retention and more. Stephen So has 4 emails and 1 mobile phone numbers on RocketReach.
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