Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Daniel Urquidez

San Antonio,TX

Summary

Dedicated Account Manager with a successful track record of handling high account volumes and challenging customers. Known for working diligently to achieve and exceed expectations. Expert salesperson and team leader. Committed Retail Advertising Sales Representative with proven expertise in creating effective strategies to attract potential advertisers and sell or upsell advertising contracts to new and existing clients. Well-versed in non-traditional advertising markets such as niche publications, direct mail, commercial and digital advertising, and special sections. Demonstrated expertise in insurance products, service, and customer needs. Strong ability to analyze documentation, liaise between parties, and handle routine and complex issues on a daily basis. Consistently identifies and resolves concerns while promoting new products and meeting sales objectives. Diligent [Desired Position] with a solid background in managing client relationships and ensuring customer satisfaction. Proven track record includes driving revenue growth through strategic account management and cross-functional collaboration. Analyzes client needs and delivers tailored solutions to enhance both client retention and business outcomes.

Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Dispute and Fraud Analyst

JPMorgan Chase
09.2023 - Current
  • Identified and investigated fraudulent activities, discrepancies and suspicious transactions.
  • Analyzed customer data to identify risk factors associated with fraud and disputes.
  • Investigated chargebacks and other payment disputes in accordance with company policies and procedures.
  • Maintained accurate records of dispute resolution outcomes and documented findings from investigations.
  • Provided guidance on compliance regulations related to dispute resolution processes.
  • Assisted customers in resolving disputes through effective communication and negotiation techniques.

Insurance Specialist

USAA Federal Savings Bank
07.2021 - 03.2023
  • Reviewed insurance policies to ensure compliance with existing regulations.
  • Assisted in the development of new products, services, and procedures to meet customer needs.
  • Evaluated customer applications and determined eligibility for coverage based on established criteria.
  • Provided guidance to customers regarding available insurance plans and their benefits and limitations.

Account Manager Supervisor

Rent A Center Warehouse & Retail Store
06.2015 - 06.2021
  • Developed and implemented strategies to increase customer satisfaction and retention.
  • Conducted regular meetings with team members to review performance, set goals, and provide feedback.
  • Analyzed data related to sales activities, customer service metrics, product pricing, and marketing campaigns.
  • Managed daily operations of accounts, including developing new business opportunities.
  • Provided training sessions for new staff members on client relations procedures and policies.

Education

High School Diploma -

McCollum High School
San Antonio, TX
06-2009

Skills

  • Dispute Resolution
  • Effective Communication
  • Case Management
  • Banking operations
  • Fraud and anomaly analysis
  • Research abilities
  • Regulatory compliance understanding
  • Reporting abilities
  • Negotiation abilities
  • Policy analysis
  • Account Management
  • Customer service

Certification

  • Property and Casualty License - [State] Department of Insurance.

Timeline

Dispute and Fraud Analyst

JPMorgan Chase
09.2023 - Current

Insurance Specialist

USAA Federal Savings Bank
07.2021 - 03.2023

Account Manager Supervisor

Rent A Center Warehouse & Retail Store
06.2015 - 06.2021
  • Property and Casualty License - [State] Department of Insurance.

High School Diploma -

McCollum High School
Daniel Urquidez