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 is our office manager. She wears many hats including human resources, tech support, marketing.
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.
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.
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.
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.
Senior Insurance Producer
Susan is our senior business producer. She understands our clients’ needs and provides them with most appropriate and competitive insurance coverage.
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.
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.