USHEALTH Advisors

Licensed Health Professional.

Have access to all health coverage plans both public and private. Helping individuals, families, self employed, and small businesses maximize benefits while minimizing cost. 

Have the support of US Health Advisors a UnitedHealthCare company, a community of people focused on HOPE by Helping Other People Everyday.

Licensed Health Professional

Milestone Growth Partners

Member

SureClosing

Georgia-Pacific LLC

IT Project Manager

Intern

Alpha One Media

IT Support Specialist

Advance Parking Solutions

Account Manager

PurpleBox, Inc.

Helping individuals, families, & businesses find affordable health coverage solutions

In the corporate world, we all have that 'what if?' itch. 

That daring idea of carving our own path. 

I've been there, staring at the walls of my 9-5 job, feeling the pull of something greater. 

I made my move, first to the thrills of real estate investment, got close to the 7-figure mark. But the journey didn't end there.

The shift from corporate comfort to the entrepreneurial wasn't without its fears—the biggest being the loss of health benefits.

Today, I spearhead a health insurance agency.

Helping self-employed individuals and small business owners with the confidence to embrace their entrepreneurial spirit.

We don't just find health plans; we engineer peace of mind so you can continue scaling your business and NOT have to worry about getting or providing health insurance for your business.

If you're a budding entrepreneur, solopreneur, freelancer, consultant, or small business owner seeking health insurance options, reach out. 

Let's make your entrepreneurial journey a well-insured one.

Brian Phan

Sagepath Reply

Trusted advisor to globally-recognized brands, responsible for strategic guidance on digital transformation, client retention and account growth.

2022: Achieved account growth quota after joining 4 months into the year
2023: 2x account growth on retained accounts, 2x growth on new account assigned mid year

Client Partner

ON24

Managed $2.5M in annual recurring revenue for clients such as Microchip, Splunk, The Home Depot and Secureworks.

- Empowered customers to maximize the platform functionality to drive engagement that translated into top-of-funnel leads
- Spearheaded an online training and certification program by a major retailer that has blossomed into a national program designed to educate consumers and drive incremental sales.
- Conducted a regular cadence of QBRs, release walkthroughs and renewal staging

Senior Customer Success Manager

MomentFeed

MomentFeed’s mobile customer experience management software makes a brand’s nearest location a consumer’s first and most obvious choice.

We help businesses with many locations, like Cricket Wireless, Starbucks, Arvest Bank and Chick-Fil-A, to measurably drive offline sales through the mobile networks that consumers use the most, including Google, Apple, Facebook and Yelp.

- 2018, 114% Net Retention
- 2019, 92% Net Retention

Clients:
Zaxby's, Wendy's, Cricket Wireless, Marco's Pizza, Texas Roadhouse, Mellow Mushroom, Bonefish Grill, Global Franchise Group

Senior Client Success Manager

BRANDMOVERS

Account lead for loyalty programs, in charge of program development & implementation. Managed loyalty program communication, growth and fulfillment.

Managed promotion and sweepstakes development and execution, including ideation, development and reporting.

Clients include Hasbro (Nerf), Frito-Lay, Mission Foods and Big Red.

Account Director

Super Cereal Podcast

Co-creator and co-host of the Super Cereal Podcast, a weekly podcast that explores all things cereal. Listen on iTunes, Google Play Music or wherever you get podcasts!

Co-Creator/Co-Host

Sagepath Inc

Trusted adviser to the client, managing day-to-day communication. Lead the strategic direction of an account for the agency. Develop, negotiate and execute proposals. Manage client and agency expectations, keeping all parties up to date on progress, minimizing risk for both sides. Provide insightful input and feedback on website data, campaign performance and strategic direction. Manage vendor relationships between agency and client.

-- Full overhaul of The Coca-Cola Company Beverage Institute for Health & Wellness, resulting in 15% overall increase in site traffic, 100% increase in medical professional education activities and the implementation of 2 additional international affiliate sites.
-- Implemented online Annual Report and Sustainability Report for RockTenn, Inc., helping to greatly reduce print costs and offer a more engaging experience to the key demographic.
-- Negotiated and managing an enterprise-level CMS implementation for NAPA AutoCare, allowing for a lower cost of maintenance and quicker updates of key online information, allowing them to reach the customer in a regular and timely manner.

Main point of contact for client. Negotiate and execute proposals. Work with PMO and Account leadership to manage client expectations and ensure client satisfaction.

-- Implemented a multi-site, multi-lingual CMS for The Coca-Cola Company, the largest of its kind at the time. Implementation resulted in a 30% decrease in site management costs and reduced content update time by 50%.
-- Retained NAPA AutoCare as a client during change of leadership and agency review.
-- Planned, coordinated and executed numerous on-location video and photo productions for The Home Depot and NAPA Auto Parts.

Managed multiple projects for multiple clients, delivering on-time, on budget and to client’s expectation. Increased agency efficiencies on projects to minimize delays and maximize budget.

-- Managed production of in-store printed guides for The Home Depot, working with numerous internal merchandisers, creative leadership and external vendors.
-- Implemented and managed enterprise email service provider for all agency clients.

Project Manager

Vdecks

Small, family company that required many different hats. Day-to-day included lead generation, proposal writing, price negotiation, permit paperwork or manual labor. Managed website, including content updates and online leads. Daily contact with clients regarding project timing and update. Exposure to the home improvement industry was later useful working with clients like The Home Depot.

Sales/Marketing

The Benefit Companies

Closed multi-state account for largest revenue in division plus ongoing support fees. Kept regular communication with clients to ensure sale, satisfaction with product and cultivate additional revenue. Worked with employees within company to cross-sell to increase revenue as well as customer experience. Day-to-day included cold calls, activity management in CRM and trade show booth management.

Account Executive

Managed vendor relationships, negotiating contracts and pricing. Coordinated trade shows and events for Account Executive team. Support executive management as a communication liaison between executives and employees.

Office Manager

Hanson Dodge Creative

-- Rolled out and administered Salesforce.com
-- Implemented a print-on-demand system for sales materials, allowing for greater customization and lower cost per piece
-- Managed internal communication projects and events

Marketing & Account Coordinator

Whyte Hirschboeck Dudek S.C.

Telecommunications Conference Intern

Highly qualified professional with strong background in customer success, relationship management, business development and account management in collaborative environments. Skilled in digital strategy, print, content management systems (CMS), email marketing, social, B2B/B2C communication, video production and still photography.

Proven track record of success and growth with clients including Hasbro, Coca-Cola, The Home Depot, WestRock and Genuine Parts Company.

Key Proficiencies include:
Strategic Business Planning
Budget Management
Team Building & Leadership
Account Relationship Management
Account Growth
Project Planning & Implementation
Specialty Reporting (Annual Reports, Sustainability Reports)
Analytics Reporting
Web Development Management
International Client Relations
Social Media Marketing
Email Marketing
Loyalty Programs

taplio

The Battle

Brian Phan

Paul Tilbian

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