Annie Tran
**** ***** ******, #*** *** Angeles, CA 90034
*******@*****.*** 801-***-****
Professional Profile
Seasoned health and benefits compliance professional with strong
analytical, organizational and communication skills looking to leverage MBA
in a leadership role that will present opportunities to improve an
organization's operations. Demonstrated ability to work effectively and
efficiently in a fast-paced, highly demanding environment. Resourceful
problem solver with strong research and presentation skills. Team-player
who builds collaborative relationships and demonstrates responsible
leadership in a diverse environment. Proficient in implementing and
streamlining business processes.
Core Competencies
. Health Plan Operations
. Project Leadership
. Policy and Program Development
. Process Implementation
. Compliance Auditing
. Contract Negotiation and Management
. Regulatory Compliance
. Training and Communications
. Internal Affairs
. Statutory Research
. Incident Investigation
. Health Insurance Products
. Insurance Certifications
Professional Experience
Marsh & McLennan Companies, Inc., Los Angeles, CA
June 2006 to present
Mercer
Senior Associate
Developed national monitoring programs and tools to measure compliance with
company standards and regulatory requirements, improving year-to-year
compliance results in all 47 Mercer offices nationwide.
. Performed audits of Mercer offices (47 offices and 2,200 employees) to
ensure adherence to internal business standards and effective controls
are in place; presented observations and recommendations to local
business leadership.
. Supervised and trained on-site audit teams of 2-4 members to ensure
audits are completed accurately, timely and in accordance with company
standards.
. Collaborated with members of the national compliance team and local
compliance managers to implement process improvements and make certain
processes are leveraged across the business.
. Collaborated with local leadership teams in developing action plans to
improve processes and minimize deficiencies.
. Identified high risk areas requiring formalized business processes by
developing and implementing various risk management measures.
. Evaluated modifications of compliance programs to increase business
efficiency and compliance effectiveness.
. Conducted investigations of 1000+ employees for non-compliant acts and
identify incidents resulting in errors and omissions exposure.
. Managed multiple implementation projects and introduced new processes and
standards to colleagues (most recent project include the implementation
of HITECH changes to HIPAA Privacy rules).
. Developed and delivered bi-monthly compliance training and communication
initiatives.
. Introduced, implemented and oversaw compliance programs for 3 lines of
business.
. Wrote, reviewed, and negotiated contracts with clients, vendors and other
third parties for adherence with regulations and company policies; review
and negotiate an average of 25 contracts per month.
. Created a contract management database to track 200+ contracts to improve
workflow and increase efficiency.
Intermountain Healthcare, Salt Lake City, UT
August 2001 to June 2006
SelectHealth
Senior Contract Analyst - April 2004 to June 2006
Served as a lobbyist on behalf of the company and the Utah Health Insurance
Association during 2 Utah state legislative sessions; lobbying efforts
included educating and negotiating with legislators on costly health
insurance legislation. Successfully managed coordination of benefits
settlements and duplication of payment issues by reducing $500,000 in claim
expenses between 2002 and 2004.
. Supervised 4 colleagues and managed activities within the
Compliance/Contracts Department.
. Collaborated with the operations, enrollment, marketing, underwriting,
accounting, claims processing and IT departments to implement policies
and procedures resulting from various laws and regulations while ensuring
health plan operations are effectively integrated.
. Drafted contract provisions for new and existing insurance products,
ensuring contracts are compliant with all applicable laws and accurately
reflect company policy.
. Conducted training for internal employees and external health insurance
agents on federal and state regulations, and provided procedures to
successfully implement compliance programs for employer groups.
. Served as a point person of the Compliance/Contracts department in
various internal committees including Research and Implementation,
Eligibility Review, New Product Implementation, and Special Investigation
Fraud Unit.
. Represented the company in external committees including the Utah Health
Insurance Association and the Utah Insurance Commissioner's Task Force
for Reducing Utah Uninsureds.
Contract Analyst - August 2002 to April 2004
Developed compliance procedures for 700 employees that accurately reflect
the administration of company contracts and state and federal regulations.
. Analyzed, implemented, and monitored federal and state health insurance
laws (including COBRA and HIPAA).
. Conducted training for internal departments on the requirements of
federal and state laws.
. Created a process to manage product and benefit changes from year to
year.
. Assisted the Director of Government Relations in lobbying activities
during the Utah state legislative session.
. Preformed product and member materials filing for state insurance
departments and ensured that all materials submitted are in compliance
with all federal and state laws.
. Reviewed all literature prior to distribution to ensure compliance with
state and federal laws.
Underwriting Analyst - August 2001 to August 2002
. Performed underwriting, and risk analysis for employer groups between 51
and 2500 employees by determining premium levels suitable for risks being
covered.
. Audited employer groups to ensure adherence to underwriting guidelines,
including contribution and participation requirements.
. Designed benefits to reduce potential adverse selection and utilization
abuse.
. Negotiated with internal account coordinators and external benefit
consultants on premium rates, benefit factors, and benefit designs.
Education
Graziadio School of Business and Management, Pepperdine University, Malibu,
CA
Master of Business Administration, August 2009. GPA: 3.84/4.00
John M. Olin School of Business, Washington University, St. Louis, MO
Bachelor of Science in Business Administration (double-major in Finance &
Marketing), May 2001
Professional Designations, Affiliations & Licenses
. Association of Health Insurance Plans Designations: Health Insurance
Associate (HIA), Managed Health Professional (MHP), and HIPAA Associate
(HIPAAA)
. Life, Accident & Health Producer License
. Beta Gamma Sigma Honor Society
. National Association of Women MBAs
Skills
. MS Excel, MS Power Point, MS Word
. Fluent in Cantonese (spoken)
. Conversational Mandarin