Hanh Tran

CEO ASSISTANT

WORKSHOP FOR RETIREMENT • Freelance

Feb 2023 - Present • 3 yrs 3 mos

Administrative Liaison: Acted as a bridge between the CEO and internal/external stakeholders, ensuring clear communication and professional representation. Document Preparation: Drafted and formatted high-level correspondence, presentations, and reports for executive review. Project Tracking: Monitored the progress of various company-wide tasks on behalf of the CEO to ensure deadlines were met. Office & Personal Support: Handled sensitive administrative tasks with total confidentiality, including expense management and personal scheduling.

BROKER SUPPORT ASSOCIATE

ARTISAN UNDERWRITING • Fulltime

Aug 2024 - Sep 2025 • 1 yr 1 mo

Application Management: Organized and triaged incoming broker applications, ensuring all necessary information was ready for underwriter review. Client Onboarding & Documentation: Handled the setup of new client accounts and prepared policy documents, ensuring accuracy and timely delivery to brokers. Administrative Workflow: Facilitated the processing of insurance submissions, CoCs, and Policy Schedules via the team inbox, ensuring prompt response times and accurate escalation of technical underwriting queries. Underwriting Assistance: Provided daily administrative support to the underwriting team, assisting with tasks to keep the renewal and new business pipelines moving. Product Knowledge: Worked across a range of insurance products, including Professional Indemnity (PI), Management Liability (ML), and General Liability (GL),...

HR ASSISTANT

VIABILL • Freelance

Feb 2023 - Sep 2024 • 1 yr 7 mos

Responsible for most of the Human Resources tasks: Onboard and Offboard employees, making reports, internal communication, etc Responsible for regular corporate communication, including circulation of internal newsletters and external marketing materials Assist with other administration tasks Design internal communication publications: image, infographic, video, etc. Event organization