Alex Tran

Strategic Client Management:

• Lead project planning and execution for tech sector clients, ensuring alignment with their strategic goals.
• Build and maintain client relationships, focusing on long-term engagement and satisfaction.
  

Project Coordination and Execution:

• Oversee all project phases, from initiation to completion, adapting to changing client and market needs.
• Skilled in conflict resolution, consistently maintaining positive client relationships.
  

Technical Proficiency and Analytics:

• Trained in ASANA, Slack, Google Drive, and Google Tracker; adept at using these tools for effective project management.
• Utilize analytical skills to assess project outcomes and client feedback, driving continuous improvement.
  

Reporting and Communication:

• Conduct detailed monthly and quarterly client reviews, demonstrating tangible project success and strategic insights.
• Employ results-driven approach to achieve and report on key performance metrics.
  

Master General Agent (MGA) (3.5 years)

• Spearheaded team to generate $120,000 monthly revenue, focusing on advanced client relationship management and customized insurance solutions.
• Led recruitment, training, and ensured compliance with industry standards.
• Conducted coaching and market analysis, upholding ethical practices.
  

General Agent (GA) (1 year)

• Drove team revenue of $60,000 monthly, leveraging strategic market analysis and collaborative efforts.
• Implemented regulatory compliance and continuous learning initiatives.
• Provided strategic support for sales improvement and development.
  

Supervising Agent (SA) (1 year)

• Guided team to $36,000 monthly revenue through long-term client relationships and tailored solutions.
• Balanced sales and mentorship, transitioning trainees to independent roles.
• Promoted ethical sales practices and industry standards compliance.
  

Sales Agent (6 months)

• Achieved $16,000 monthly revenue, focusing on direct sales and client relationship strategies.
• Adapted to market trends with customized insurance solutions.
• Demonstrated resilience in commission-based role, committed to professional growth.
  
  
  

• Served food and beverages promptly with focused attention to customer needs.
• Worked with POS system to place orders, manage bills, and handle complimentary items.
• Cultivated warm relationships with regular customers.