MEET OUR TEAM

ROGER YUAN

Owner and Founder

 

Roger Yuan is the owner and founder of Yuan Insurance. He has 25 years of experience in the insurance industry. Roger graduated Tulane University with a PHD in Economics.

LILY YUAN

Office Manager

 

Lily Yuan is our office manager. She wears many hats including human resources, tech support, marketing.

MAGGIE LIANG

Assistant Office Manager, Senior Accountant; Business Retention Specialist

 

Maggie as an accountant, tracks daily transactions, checks renewals, cancellations; She also takes care of VIP lists, identifies and resolve any potential problems of office operations.

FRED HA

Senior Business Partner and Insurance Producer

 

Fred Ha speaks Chinese, Cantonese, Vietnamese, and English. He brings over 20 years of experience in Life and Annuities as well as commercial, home, and auto.

AMY ZHANG

Business Manager and Production Supervisor

 

Amy is our new business productions supervisor, she is constantly monitoring market trend and changing insurance products. She helps our clients identifying their needed coverage and provides competitive quotes.

SALLY LI

Business Partner and Senior Insurance Producer

 

Sally speaks Chinese and English. She brings over 10 years of experience in Life and Annuities as well as commercial, home, and auto.

SUSAN WU

Senior Insurance Producer

 

Susan is our senior business producer. She understands our clients’ needs and provides them with most appropriate and competitive insurance coverage.

KEVIN ZHANG

Operations Research Analyst

 

Kevin is responsible for collecting customer data, update database, Interpret data and he is also responsible for commercial insurance productions and retentions and office IT problems.

RUBY JIAO

Customer Service Specialist, Life and Health Insurance Producer

 

Ruby is our customer service specialist. She helps our clients by taking payments, processing changes, and providing ID cards. She also helps our clients with their Life insurance and Health Insurance needs.

AMBER CHEN

Associate

 

She is experienced and willing go extra miles to help our clients obtain most proper and competitive coverage; She also can help with our clients with their Life insurance and Health Insurance needs.

ERIC CERVANTES

Spanish Customer Service Specialist and Marketing Rep.

 

Eric is our Spanish customer service specialist. He helps our clients by taking payments, processing changes, and providing ID cards. He also connects with new and existing customers through social media marketing.