Tracy Ly: in Huntington Beach, CA

• 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

• 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

• 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

• 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