Manager Account Executive

Thi Tran

***** ***** ****( Huntington Beach, CA 92647( Cell: 714-***-****(

********@*******.***

PROFESSIONAL SUMMARY

Highly motivated self-starter looking to make an immediate impact in a

company by showcasing my initiative, leadership, and teamwork skills. Over

fifteen years of professional experience combined with a strong educational

background have allowed me to grow both personally and professionally.

Eager to obtain a position in the client management field where I can

showcase my skills and contribute to the overall company culture.

PROFESSIONAL EXPERIENCE

2010 - Present Alliant Insurance Services Newport

Beach, CA

Program Lead Benefits Analyst (CSAC, ACSIG, SISC, & NJPA)

. Develops and organizes requests for proposals, results and reports.

. Interprets benefits and claims data for inclusion in requests for

proposals; organizes carrier & vendor bids received and follows up on

non-responses and late submissions.

. Communicates with Account Executives and Producers on status of bid

activity.

. Reviews insurance bids for compliance with specifications, identifying

key differences in bids, and maintaining client databases within

internal systems.

. Assists with client-related service issues and open enrollment

meetings.

2009 - 2010 Keenan & Associates Torrance,

CA

Sr. Technical Analyst

. Supported producers and/or Account Executive in service assigned

accounts. Responsibilities included bid and/or renewal strategy;

information gathering, analysis and recommendation to client's

existing coverage; negotiation with incumbent and bidding carriers to

ensure most competitive rates/products for clients and prospective

clients; preparation of proposals for client presentation; review of

coverage contracts for accuracy of policy provisions; coordination of

annual open enrollment meetings with clients and carriers; and

development of custom employee communication materials.

2005 - 2009 Precept Irvine, CA

Sr. Benefits Analyst

. Worked with Employee Benefits Team (Producers, Account Executives,

Account Coordinators, other Analysts, Partners, etc.) in all aspects

of client servicing to exceed clients' expectations year round

. Analyzed clients' claims data, reports, trend, experience, etc. to

ensure that insurance carriers are producing an accurate renewal; and

negotiate on their behalf to lower renewal increases

. Assisted Account Executive and Producer in creating clear client

presentations maintain complex Excel spreadsheets, data research,

providing analysis and recommendations, contribution scenarios, etc.

2003 - 2005 UltraLink, LLC Costa Mesa, CA

Sr. Account Representative

. Serviced several national Fortune 500 companies (such as American

Airlines, Time Warner, Union Pacific, Darden Restaurants, Bethlehem

Steel, AT&T, Air Products, Honeywell, etc.) with combined annual

revenue of more than $250 million and about 200 health plans.

2001 - 2002 Prescription Solutions Santa Ana, CA

Client Relations Manager,

. Maintained client relationships, supported client retention, and

maintained strong carrier relationships.

. Assisted in the RFP process including proposal development and

presentation.

. Served as day to day contact for client questions and issues.

. Educated clients on all Value Added Services.

. Prepared benefit packets and developed open enrollment presentations

using PowerPoint

. Assisted with open enrollment presentations and conducted benefits

webinars for both employees and HR Managers

1999 - 2001 PacifiCare National Accounts Cypress, CA

Associate Account Manager

. Reviewed/edited medical Plan Documents, Summary Plan Descriptions

(SPDs), master contracts and amendments

. Implemented new products and routine administrative procedures, e.g.

premium billing, eligibility, claims process, dependent eligibility

audit, communications

. Coordinated annual open enrollments and health fairs; conduct employee

orientation and Open Enrollment meetings as required

. Assisted with renewal, strategic planning and analysis meetings with

clients

. Provided client with daily service support, problem solving and

trouble-shooting

. Provided clients with resources for maintaining compliance with ERISA,

HIPAA, COBRA, etc.

PROFESSIONAL & TECHNICAL KNOWLEDGE

. Excel, MS Word, Power Point, MS Publisher, Access, Outlook

. BenefitPoint (Agency Management System)

. Brokerage Builder/Zywave

. Online Enrollment Systems: Benefit American, Benefits Solver, &

Benetrac

. Current CA Life & Health License

EDUCATION

Argosy University, Orange, CA - MBA with Finance concentration - expect

graduation 2013

The Art Institute of CA - Orange, Santa Ana, CA - BS in Culinary

Management

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