Summary
Overview
Work History
Skills
Certification
Timeline
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Adam Heggerick

Costa Mesa,CA

Summary

Proficient Account Manager offering expertise in building partnerships, retaining key accounts and enhancing profit channels. Strong leader with proficiency in growing professional network, influencing decision-makers and devising successful strategies. Collaborative and strategic team leader with robust background in customer relationship management.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Senior Account Manager, ResidentShield

Yardi Systems, Inc.
05.2019 - Current
  • Responsible for onboarding new and existing Yardi clients to the Renters Insurance service through both Yardi Voyager and Yardi Breeze platforms.
  • Conducted client meetings to review service and settings, discuss onboarding process, setting expectations/deadlines for completed tasks.
  • Complete configuration setup through client and Yardi environments while working with 3rd party vendors to set overall insurance rates, pricing and coverages across clients portfolio (500 - 1,500+ units per client).
  • Responsible for training all property staff on service and functionality.
  • Maintained database systems to track and analyze operational data.
  • Assisted in new hire/refresher-trainings, monthly service reviews and quarterly account reviews.
  • Monitored service after setup and implemented quick and effective problem resolutions when necessary.

Team Lead, RentGrow

Yardi Systems, Inc.
03.2014 - 05.2019
  • Supervised Associate level team members (4 to 5 employees consistently) with set procedures and quality control. Goal to train, mentor and promote team members from within to ensure highest level of account management.
  • Assisted in recruitment of client services team for new team members, hiring highest qualified to build team of top performers.
  • Held weekly team meetings to inform team members on company news and updates.
  • Coached team members in techniques necessary to complete job tasks.
  • Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.

Senior Account Manager, RentGrow

Yardi Systems, Inc.
01.2010 - 03.2014
  • Worked with customers to develop strategic business and account plans.
  • Delivered in-person presentations and annual account reviews to clients, upper management while making recommendations to overall business practices for more streamlined service.
  • Developed deep knowledge of customer businesses and relationship to company objectives.
  • Researched emerging industry trends, applications, and concepts to enhance products and services.
  • Organized client feedback and introduced streamlined process of replying to and rectifying complaints.
  • Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.

Skills

California Licensed Insurance Producer, Causalty and Property
CRM Systems (Salesforce, Yardi CRM)
Microsoft Office (Excel, Outlook, Teams)
Customer Service
Account Management
Team Management
Analytical Analysis
Project Planning
Vendor Relations

Certification

  • Resident Insurance Producer License, Property and Casualty - May 2019

Timeline

Senior Account Manager, ResidentShield

Yardi Systems, Inc.
05.2019 - Current

Team Lead, RentGrow

Yardi Systems, Inc.
03.2014 - 05.2019

Senior Account Manager, RentGrow

Yardi Systems, Inc.
01.2010 - 03.2014

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Adam Heggerick