Lysa Tran

Experience

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  Convergys/Microsoft

  Aug 1999 - Jan 2001

  Technical Support Representative

  ●Provided customer support ●Troubleshooting Win 3.1/95/98/NT and 2000 ●Provided hardware and software assistance to clients of Prodigy Internet Service ●Experienced in call center environment

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  GANE Technology, Inc,

  Jan 2001 - Mar 2002

  Users Specialist I

  ●Supported 200+ users for by troubleshooting all hardware and software issues ●Completed project of converting all users from Win NT to Win 2000 and Microsoft Outlook to Lotus Notes.

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  New York Life Insurance Company

  Feb 2005 - Sept 2007

  Financial Services Professional

  ●Responsible for developing and retaining business with existing clients●Assisting clients with financial, education, and retirement planning ●Writing & submitting of health, annuity, life and long term care applications ●Recommendations made to clients after financial needs analysis and interview ●Cross Selling all company products as needed●Consistently recognized as a top producer ●2nd agent in the G.O to achieve selling 100 life cases in first year ,transitioned into management 2nd year of employment• Achieved every award possible in first year including Executive Council. Show less

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  Farmers Insurance

  Dec 2008 - Oct 2012

  Life Specialist/Commercial Lines Account Manager

  ●Responsible for developing and retaining business with existing and new clients/ prospects●Provided service to agency clients and cross-selling all agency products●Assisting, managing and maintaining the weekly marketing systems●Servicing all personal and commercial books of business-quoting, applications-accords, certificates, renewals,endorsements. Expeience with various carriers and brokers through previous employment positions as well- CNA, Travelers, Hartford, America First, SafeCo , Zurich, Progressive, US Risk, Bliss & Glennon, McClelland and Hine, Burns and Wilcox, Delta●Oversee and maintain client application and policy information Show less

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  InsurMark

  Jan 2013 - Apr 2013

  Life Case Manager

  • Follow up on Life cases to ensure applications are complete and policies are issued promptly for 25+ carriers.• Screen, enter and scan Life applications into the database.• Contact agents concerning outstanding items or missing requirements.• Communicate with assigned sales team regarding pending policies and make updates in database.• Resolve any problems that arise due to transfers or other issues relating pending policies.• Quoting and prepare new business illustrations, order exams and medical records as necessary.• Email app packs or other Life forms to agent per sales team’s request.• Take care of any other requests to ensure sales team stays focused on phone sales.• Prepare reports for the Life sales team.• Maintain a high level of productivity Show less

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  Allstate

  Feb 2014 - Mar 2015

  Life Insurance Specialist
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  Farmers Insurance Jody Prevatt & Associates

  May 2015 - Mar 2018

  CSR Consultant Trainer/Talent Acquisition Specialist

  I’m a Talent Acquisition Specialist and Trainer for Farmers Insurance and Financial Services. I work for the #1 District Office in the State of Texas with over 140+ agencies. Our District Manager, Jody Prevatt, is one of the most successful DM's in the nation and has 25+ years in the industry. We are the largest District Office in the nation and have 16+ licensed individuals on staff including a Commercial Specialist and several MDRT Life Specialists.My role is to identify individuals who may be interested in starting a business of their own that helps people protect their families, assets and achieve their dreams. Farmers Insurance is providing the Opportunity of a Lifetime to select individuals who have been proven successful in their previous roles. Being a part of the Farmers family, you will have the full support of our District Office to help you grow your business throughout your career. We will help you establish a business plan and give you all the right tools you need to succeed. As a Farmers agent, your role is to market products and services that help your customers plan for the unexpected. As a Farmers agent, you have an opportunity to positively impact lives and guide your clients during times of need and loss. This opportunity will allow you to fulfill your dreams and grow your agency with unlimited income and flexibility.Farmers is the “best small-business opportunity in America” for a reason and I represent that with any candidate that wants to earn an unlimited income potential and have financial independence, all while being provided with the top training and the support from a district office that works solely to see you succeed. Come be your own boss, have flexible hours and achieve your dreams! Show less

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  Triumphant Credit Advance/Triumphant Financial Consultants

  Apr 2018 - now

  Business Owner

  We help clients build and repair personal and business credit. We assist clients in getting approved for all types of loans including home, auto, personal and business loans, etc.

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  EXp Realty

  Aug 2021 - Nov 2022

  Real Estate Agent
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  Gatsby Advisors Brokerage

  Apr 2023 - now

  Real Estate Advisor

  Gatsby Advisors Brokerage is a Houston-based Business, Capital, and Commercial Real Estate Advisory firm operating nationally across the United States. We specialize in the healthcare and hospitality sector facilitating the transactions of Assisted Living Facilities, Medical Office Buildings, Hotels, Business Acquisitions, and Partner Buyouts.