1. Tracy B. Kot
Account Executive & Management
5106 Avondale Drive
Sugar Land, TX 77479 | 832.741.7269
tracykot@yahoo.com
https://www.linkedin.com/pub/tracy‐kot/10/968/9a9
EMPLOYERS
RECOMMENDATIONS
“Tracy is a solid performer. She consistently builds
trusted partnerships with her clients while balancing
business needs across the organization to maintain
desired profitability targets. Tracy volunteers for
roadmap projects carving out additional time to
support her clients with value-add solutions. Her
benefits administration background and attention to
detail are significant strengths when managing highly
complex, integrated health management programs.
She is a valued asset to Carewise Health and I'm
proud to have her on our team!”
“I had the pleasure to work with Tracy. She is a
passionate supporter of and advocate for her clients
and her team. She has a great ability to understand
client needs and execute creative solutions to exceed
their expectations. It is evident that she cares deeply
about continuing to grow as an individual, and helping
those around her to succeed.”
“I had the opportunity to work with Tracy for two years
at Carewise Health. Tracy is a very capable client
executive managing multiple clients and their priorities
with a high degree of customer satisfaction. She brings
a balanced level of knowledge and confidence to the
table and is always eager to learn new aspects of the
changing healthcare environment. I very much
appreciate the thoughtfulness of her vision in
managing clients as partners.”
“I had the pleasure of working directly with Tracy on
several mutual clients. As a client solutions executive,
Tracy's focus was meeting the needs of the client in
the most effective and timely manner. She never lost
sight of that challenge and kept all members of the
team focused on the same objective. Tracy's attention
to detail has been an asset in her job and the work
produced for her clients. I've genuinely enjoyed
working with Tracy and being a part of the clinical
team responsible for her group of clients.“
“I have had the pleasure of working with Tracy for
approximately 2 years at Carewise Heath. Tracy
consistently demonstrated a strong focus on customer
service and satisfaction while working with multiple
customers, some of which required highly complex
health and wellness solutions. Her top priority was to
meet the customer's needs as accurately and
effectively as possible while maintaining a careful
balance with operational capabilities and business
vision. Tracy is truly a collaborative team player with a
positive, 'can do' attitude,”
MOST RECENT ROLES
Senior Account Manager for USI Southwest, Inc. Responsible for providing consulting and
broker support responsibilities for an assigned set of clients in the employee benefits
division.
Account Executive for Carewise Health whom provided health and wellness programs
that build skills needed to achieve and maintain optimum personal health. We helped
organizations improve the personal health of their employees and control healthcare
costs for both the employer and the employee.
DESIRED FUTURE ROLE
Account Executive/Client Relationship Manager role where I can collaborate and
partner with internal departments to exceed target revenue and client retention
goals, provide excellent customer service, build long‐term relationships, and
work in a team‐oriented environment.
FUNCTIONAL/TITLES: Account Executive, Account Management, Client
Relationship Manager, Project Manager, Executive Assistant, and Call
Center Manager
GEOGRAPHY: Sugar Land, TX or Houston, TX area or virtual/remote; travel
up to 25%
SIGNATURE STRENGTHS CREATING VALUE
 Passionate people management and problem solving to remove barriers for
individuals and teams to be successful.
 Motivating and self driven character traits while leveraging a hands‐on and
motivational leadership style.
 Excellent follow up and follow through in a fast pace ever changing
environment.
 Extremely dependable, flexible and exuberates positive encouraging work
habits.
KEY ATTRIBUTES/SKILL SETS
PROJECT MANAGEMENT – Managed projects related to all aspects of client
based contract services, eliminating gaps in services and gaps in billing
items, negotiating contract renewals, and facilitating client deliverables,
utilizing solution sales techniques.
RELATIONSHIP BUILDING ‐ Developed client confidence in operations service
delivery by creating client facing strategies, action plans, and summary
reports, successfully collaborating with clients to implement operational
successes and improvements.
 Client Relationship
Management
 Solutions Sales  Training and
Development
 Contract
Negotiations
 Benefits Administration  Call Center
Management
 Process
Improvement
 Project Management  Customer Service