Ashley Thai

Account Manager at Shomer Insurance Services, LLC
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Contact Information
Languages
  • Vietnamese Native or bilingual proficiency

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Bio

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Credentials

  • Insurance Broker, Property & Casualty
    California Department of Insurance
    Aug, 2021
    - Sep, 2024

Experience

    • United States
    • Insurance
    • 1 - 100 Employee
    • Account Manager
      • Sep 2022 - Present

    • Assistant Account Manager
      • Mar 2021 - Sep 2022

    • United States
    • Insurance
    • 700 & Above Employee
    • Client Service Associate
      • Jun 2019 - Mar 2021

      • Tracked, monitored and ensured client renewals were up to date, negotiated premiums and renewal terms with various carriers • Maintained client account management to ensure policies were in good-standing • Quoted and prepared proposals for potential and existing clients with various large corporate insurance carriers • Prepared policy renewal file for client review • Processed certificates and pulled loss history information from insurance carrier website • Tracked, monitored and ensured client renewals were up to date, negotiated premiums and renewal terms with various carriers • Maintained client account management to ensure policies were in good-standing • Quoted and prepared proposals for potential and existing clients with various large corporate insurance carriers • Prepared policy renewal file for client review • Processed certificates and pulled loss history information from insurance carrier website

    • United States
    • Hospitals and Health Care
    • 700 & Above Employee
    • Security Group Administrative Assistant
      • Dec 2018 - Mar 2019

      • Managed and organized the Chief Information Security Officer’s schedule and calendar to ensure a well executed day with no conflicts; Provided support to the security team • Composed lists of over 100 security products in use, including implementation, costs and structure. Stayed in contact with vendor management/ contracting to keep updated with these products near end of year term • Built numerous charts and graphs for security products and employee’s organizational structure • Analyzed weekly facility ticket count by Service Desk employee’s and evaluated ways to reduce ticket counts by reasons created and response times • Gathered, tracked, and updated status information of numerous projects within the Technical Risk Office department and report findings back to the CISO and Project Management Director • Assisted with tasks and assignments within the PMO team • Coordinated with the organization and development of an internship program within the corporate facility and local college campuses; was the point of contact for these institutions • Facilitated with the planning and structure of a training program for employees to achieve continuing education credits onsite; Collaborated with team members to build on the business case approval for the program

    • United States
    • Government Administration
    • 700 & Above Employee
    • Student Intern Coordinator
      • Aug 2017 - May 2018

      • Was the Student Intern Coordinator for the System Redesign Department • Scheduled, coordinated, and conducted interviews with a minimum of 20 students each semester • Analyzed candidate qualifications and placed candidates in appropriate departments • Administered orientations and on-boarding processes for accepted interns • Maintained and updated interns tracking information through a self created file via Microsoft Access, Excel, and OneNote • Ensure all on-boarding forms were accurately filled out • Promptly handled high volume of calls and emails; Was the primary point of contact for interns, professors and preceptors as related to the on-boarding process

    • Office Intern
      • Aug 2013 - Dec 2013

      • Maintained and updated filing, inventory, mailing, and database system • Sorted, screened, and distributed incoming and outgoing mail • Communicated with customers, employees, and other individuals to answer questions, disseminate or explain information, take calls to the office • Operated office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers • Typed, formatted, proofread, and credited correspondence and other documents • Inventory, maintained and ordered materials, supplies, and services • Prepared meeting agendas, attended meetings and recorded and transcribed minutes • Data input of monthly renewals into SmartQ systems to track and maintain client files

Education

  • California State University-Long Beach
    Bachelor of Science - BS, Health/Health Care Administration/Management
    2016 - 2018
  • West Covina High School
    HS Diploma
    2011 - 2013

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