Amy Tran
Finance Specialist at Igoe Administrative Services
Based in San Diego County, United States
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Seniority
Staff
Department
Finance & Accounting
Location
San Diego County
Industry
Insurance
Company size
44
Contact information
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a•••••••@goigoe.com
Phone
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Background
About Amy Tran
In my role as an Operations Specialist, I configure onboarding clients using internal and external programs, such as: WCA, COBRAPoint, and Access. I implemented an ongoing report for executive leadership to analyze broker/client relationships. This reporting helps Igoe to focus on certain brokers to build a stronger relationship with and also helps with targeting new brokers to partner with. I also audit internal departments to make sure data is correct.
Decision-makers
Other people at Igoe Administrative Services
- MIC-Team
Mike Igoe
Business Owner · General Business & Management
- WSManager
Wendy Schulz
Client Relationship Manager · Customer/Client Service
- EGOther
Elena Gill
Client Relations Executive Manager · Other
- DRStaff
David Rodriguez
Open Enrollment Specialist · Human Resources
- VSManager
Vesna Sapungin
Systems Manager · Information Technology
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