Tam (Theodore) Tran
Ho Chi Minh
Summary
Financial broker with expertise in Beneva Insurance, licensed in Vancouver, BC. Knowledgeable in insurance policies and claims processing, providing valuable advice to clients. Transitioned from a successful career in hospitality at Sheraton Vancouver Wall Centre, demonstrating strong communication and collaboration skills. Proven ability to manage high-profile events and executive bookings, enhancing operational efficiency and client satisfaction.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Life Insurance Broker
Experior Financial
Vancouver
06.2025 - Current
- Conduct client consultations to assess financial situations and identify needs.
- Anticipate client requests and provide comprehensive, end-to-end guidance.
- Develop tailored financial solutions based on individualized needs analysis.
- Educate clients on risk management by sharing insights on current financial developments.
- Ensure compliance with all company risk, regulatory standards, and policies.
- Maintain proactive follow-up with clients to enhance service delivery.
Reservations Supervisor
Sheraton Vancouver Wall Centre
Vancouver
02.2022 - 11.2025
- Managed group inquiries for major events in Vancouver, including BC Housing Central Conference, BC Tourism Industry Conference, Pacific Dental Conference, and Annual ISC BC First Nation Water & Wastewater Operator Conference
- Coordinated executive bookings, ensuring seamless accommodation and personalized service for VIPs and stakeholders
- Worked directly with the General Manager to organize and invite key stakeholders for property viewings and executive meetings
- Managed and maintained records of all FIT requests and correspondence while coordinating with the Accounting Department for billing and prepayment processing
Communications Associate
Sheraton Vancouver Wall Centre/Westin Wall Centre, Vancouver Airport
Vancouver
02.2020 - 02.2022
- Acted as the central liaison between departments, fostering cross-functional collaboration and efficient issue resolution
- Streamlined daily operations by coordinating schedules and tracking deliverables
- Delivered high-quality service in fast-paced situations, receiving positive guest feedback and contributing to loyalty programs
Education
High School Diploma -
Bui Thi Xuan
Ho Chi Minh06-2015
Bachelor of Arts - Hospitality and Tourism Management
Algonquin College of Applied Arts And Technology
Ottawa, ONDigital Transformation Management -
Simon Fraser University - Beedie School of Business
Vancouver, BCSkills
- Client needs analysis & suitability assessment
- Sales & relationship building
- Prospecting & lead generation
- Regulatory compliance
- Confidential information handling & privacy compliance
- Time management & prioritization
- Negotiation & objection handling
- Claims intake & client advocacy
- Cross-functional team collaboration
Certification
Sales Process Optimization, Riipen, 12/01/24
Digital Transformation Management Program 2024, Simon Fraser University, DTM2310, 12/01/24
Life insurance - Accident & Sickness License Certificate, Issued by Insurance Council BC
Digital Transformation Management Program 2024, Simon Fraser University, DTM2310, 12/01/24
Life insurance - Accident & Sickness License Certificate, Issued by Insurance Council BC
Honors And Awards
- Certification of Nomination, Vancouver Tourism Awards, 10/01/24
- Certification of Nomination, Vancouver Tourism Awards, 09/01/24
Languages
English
Full Professional
Vietnamese
Native/ Bilingual
Timeline
Life Insurance Broker
Experior Financial
06.2025 - Current
Reservations Supervisor
Sheraton Vancouver Wall Centre
02.2022 - 11.2025
Communications Associate
Sheraton Vancouver Wall Centre/Westin Wall Centre, Vancouver Airport
02.2020 - 02.2022
High School Diploma -
Bui Thi Xuan
Bachelor of Arts - Hospitality and Tourism Management
Algonquin College of Applied Arts And Technology
Digital Transformation Management -
Simon Fraser University - Beedie School of Business