Vanessa` Phung
@vanessaphung
Dedicated client services associate with expertise in healthcare and nonprofits.
What I'm looking for
I am a results-driven Client Services Associate with a strong background in managing diverse client portfolios, particularly in the healthcare and construction sectors. Currently, I manage over 200 healthcare nonprofits and businesses, each with significant policy premiums, where I have successfully designed cost-saving renewal portfolios by leveraging industry data. My ability to communicate effectively and tailor proposals to meet specific business needs has allowed me to bring in more than 15 new clients, showcasing my commitment to client satisfaction and business growth.
In my previous roles, I have developed strong relationships with over 300 international clients, ensuring their needs are met through proactive communication and tailored insurance solutions. My experience as a Teaching Assistant and Research Assistant at St. Catherine University has equipped me with strong mentorship and analytical skills, allowing me to foster an engaging learning environment. I am passionate about utilizing my skills in data analysis and project planning to drive success in my future endeavors.
Experience
Work history, roles, and key accomplishments
Client Services Associate II
Gallagher
Aug 2024 - Present (10 months)
Managed over 200 healthcare nonprofits and construction & manufacturing businesses, each with $200K in policy premiums. Designed cost-saving renewal portfolios for clients by analyzing CORE360 industry and benchmarking data.
Receptionist
Tam's Spa & Nails
Dec 2020 - Dec 2023 (3 years)
Developed an effective inventory and monthly expenditure spreadsheet with Microsoft Excel to track store expenses. Handled incoming and outgoing telephone calls to answer customer inquiries, resolve issues, and book appointments.
Chair
Asian Women’s Association (AWA)
May 2019 - May 2020 (1 year)
Coordinated four successful organizational events by spearheading fundraising campaigns to raise over $2,500. Increased member engagement by 80% and event attendance by 200% through branding and ad campaigns and social events.
Client Services Associate I
Gallagher
Jan 2024 - Present (1 year 5 months)
Proactively identified, troubleshooted, and resolved issues, communicating updates to team members to maintain workflow efficiency. Developed and presented client proposals by researching market trends and compiling tailored insurance solutions.
Women’s Advocate Intern
WoMN ACT
Feb 2020 - Sep 2020 (7 months)
Identified key environmental and public health policies to incorporate in the company’s rebranding for diversity and inclusivity. Revamped past event-planning proposals to successfully pitch future events to board members and event coordinators.
Public Relations/Secretary
Asian Women’s Association (AWA)
Jan 2018 - May 2019 (1 year 4 months)
Planned six successful events by coordinating event timelines with performers and reaching out to sponsors. Managed public relations and secretarial duties for the organization.
Education
Degrees, certifications, and relevant coursework
St. Catherine University
Bachelor of Science, Public Health
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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