Simon Wan Email & Phone Number

Greater Atlanta Area

• Research prospects and attend meeting with producers and business development officers• Assist Managing Director with monthly sales meeting and producers dashboard meetings• Using salesforce to keep track of producers' pipeline and monitor office sales progress• Responsible for using past sales data to set individual sales producers yearly goal

Atlanta Ga

• Supervise the Shared Services Team in the absence of the team manager, duties included assigning job requests to analysts, and handle day to day issues and projects• Administrative support with open enrollments and new sales presentations• Help create and organize shared service team to assist Sales Producers and Account Managers• Renewal comparison for all different industry types and sizes of clients• Complete and analyze health benefits benchmarking for clients • Responsible for monthly Premium vs Claims reports and filing of 5500s• Prepare Healthcare Reform reports and stewardship reports• Create HRconnection and Benergy websites for clients

Norcross Ga

• Handled Ohio Area with over 2 million revenue monthly• Reconciled account receivable daily balance• Filed for Sales tax monthly for WV, KY, and OH• Reconciled Bank balance of branches monthly • Handled and assisted AP for Purchase Orders and Invoices• Closing month end Ohio area, reviewed financials, and forecast budget