Creative Agencies

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Health & Fitness

All things health and fitness related; travel; spending time with my family and friend's; outdoor activities; reading; and broadway musicals

•	Master level education with professional experience in finance,  customer service, and group health and benefits
•	Proven ability to quickly absorb information, self-teach, and acquire new areas of expertise
•	Highly responsible, dependable, accountable, team, detail, results, and goal-oriented
•	Exceptional at project management and communicating identified tasks and objectives
•	Proficient in Microsoft Office including Word, Excel, PowerPoint, and Outlook


•	Provide consultation on health and welfare plan design strategy, pricing, administration, contribution modeling, and management objective setting
•	Financial management and contract/pricing negotiations for health and management plans including medical, dental, vision, life and disability, prescription drug, third-party administration services and stop loss
•	Complete analysis of fully insured and self insured accounts as well as conduct marketing’s
•	Evaluate proposals, claims/utilization reports and financial/underwriting analysis; typical reports include monthly claims, benchmarking, and plan reviews
•	Conduct Health Care Reform analysis using health care reform analytical tools
•	Develop innovative as well as practical solutions for client issues
•	Plan meetings for on-site presentation to client’s employees
•	Streamline relationships between vendors and clients for middle to large market groups

Underwriting Benefits Analyst/Employee Benefits Account Manager

•	Establish and maintain day-to-day relationships with insurance company, third–party administrators, and related vendor-based client service and account management staff
•	Coordinate marketing, renewal, and implementation activities for client employee health and benefits programs
•	Gather and analyze benchmarking, utilization, premium rate and administration fee data from vendors 
•	Support senior consultants in developing and implementing appropriate health and benefit strategies for private and public sector clients
•	Identify cost savings opportunities for clients by developing financial, plan design, and health plan alternatives
•	Represent clients as a point of contact to resolve issues or concerns that clients encounter as a result of administrative service or claims 
•	Support the Regulatory Resources Group in providing client assistance regarding compliance with HIPAA, COBRA, and other laws regulating health and group plans
•	Develop benefit communication content and design

Analyst

•	Ensure thorough and efficient completion of all organizational, administrative and client processes
•	Resolve numerous logistical and administrative issues for clients and Financial Advisor team
•	Review and assess issues related to client queries, orders and transactions
•	Support Lead Financial Advisor and client relationships with dedicated and accurate service
•	Act as an intermediary between company Executives, Client Service Associates, IT and Operations staff

Morgan Stanley

•	Process new account documents, handled check requests and fund transfers
•	Provide administrative support for Financial Advisors
•	Work in conjunction with the branch operations team and bank service desks to address and resolve clients operational and administrative needs

Find out detailed information about Tracy Ly,  in Huntington Beach, CA

Tracy Ly: in Huntington Beach, CA

Tracy Ly

USI

Mercer

Sales Associate

Client Service Associate

CSULB

CSULB