Dedicated professional with demonstrated strengths in customer service, time management and process improvement. Good at problem solving and building successful solutions. Excellent verbal and written communicator with strong background cultivating positive relationships and exceeding goals.
Overview
11
11
years of professional experience
Work History
Customer Account Manager/Sr Claim Specialist
ShipMonk
05.2018 - 05.2023
Evaluated customers' potential needs to make appropriate recommendations.
Established performance and service goals and held associates accountable for individual performance.
Collaborated with cross-functional teams to develop strategic plans for improving overall customer experience.
Maintained strong relationships with clients to ensure satisfaction and retention.
Tracked customer feedback and shared insights with relevant teams for improvements.
Managed customer accounts and addressed inquiries or concerns.
Documented all communication with customers in CRM system for record-keeping purposes.
Managed cargo claims for over 1700 merchants shipping through 3PL
Manually generated customer claims reports for monthly auditing and account review
Monitored employee performance using real-time data and reports
Created standardization of claim processes and procedures for all 3PL warehouse locations
Performed Maintenance of claim database and systems with the dev department
Establish and maintain carrier, client relationships
Managed a team of 6 claim reps.
Conducted regular audits of claim files to ensure accuracy and proper documentation
Developed strategies for improving claims handling processes to minimize costs and maximize customer satisfaction
Implemented policies and procedures to ensure compliance with regulatory guidelines
Analyzed claim trends and identified potential areas of concern for risk management purposes
Handled escalated customer complaints relating to denied or delayed insurance claims
Built client relationships by responding to inquiries, identifying and assessing clients' needs, resolving problems, and following up with potential and existing clients.
Collaborated with other departments, such as underwriting and legal, to resolve complex claim issues.
Mentored new hires on company policies/procedures enabling them to quickly become proficient in managing claims.
Senior Account Executive/Defense Analyst
Govgistics Inc
07.2017 - 05.2018
Cultivated solid relationships with major clients such as OEM, distributors and manufactures to ensure a continuous flow of sales revenue
Expanded business opportunities by identifying prospects and evaluating their position in the industry and researching and analyzing sales opportunities
Drove business by identifying and selling prospects and maintaining strong relationships with clients
Enhanced staff accomplishments and competence by planning delivery of solutions, answering technical and procedural questions for less experienced sales reps, teaching improved processes, and mentoring respective sales rep team members
Closed deals with polished presentations and generated new sales leads
Identified product improvements or new products by remaining current on industry trends, market activities, and competitors
Maintained professional and technical knowledge by attending educational workshops, reviewing professional publications and other content, establishing personal networks, bench-marking best practices, and participating in professional and industry organizations.
Brought in over $6K in revenue while managing multiple high-profile accounts.
Client Service Manager
SmartProcure Inc
06.2016 - 07.2017
Identified client's pain points and made recommendations for resolutions, which can range from technical to operational solutions
Presented products and services to client's based on their specific needs and trained them on how to use the company software to generate revenue
Evaluated and implemented a new client on-boarding procedure to ensure clients achieve their goals and objectives
Identifying the root causes for prevention and client retention goals
Served as liaison between internal departments such as the Sales, Tech support, Software engineers and Programmers.
Customer Services Manager
SpareZ Bowling Center
09.2015 - 06.2016
Trained all employees on new and existing products, policies, and procedures in the operations area
Improved customer service quality results in the center by conducting surveys re-designing internal processes and establishing service metrics and monitoring and analyzing results through reports
Implemented production, productivity, quality, and customer-service standards
Contributed customer service information and recommendations to strategic plans and reviews for the bowling center
Audited customer service procedures, trends and determines system improvements and enforced company policies and procedures
Managed SpareZ Technical Operations Program to ensure proper execution during assigned shifts
Built and maintained relationships to promote rapport with customers
Managed customer service staff, communicated job expectations to a team of 30 members, and performed appraisals and job reviews
Maintained customer satisfaction with professional management of complex escalated customer concerns.
Senior Legal Assistant
Lavan & Neidenberg Law Firm
01.2012 - 01.2014
Conducted legal research and gathered pertinent legal information
Onboarded sixty clients a week for representation by the firm
Consulted with clients weekly in person on the SSA(Social Security Administration) and SSI(Supplemental Security Income) process
Complete applications for new clients to start their Social Security Claim
Reviewed and validated client's information on all applications completed by agents
Assisted with building a QA department to monitor agents for better quality on the phone to improve service for future clients
Processed appeals and denials statuses for clients.
Education
High School Diploma -
Plantation High School
Plantation, FL
06.2024
Project Management -
PMI
Expert Rating Global Testing Center
04.2015
Adjuster - Claims -
Broward College
06.2003
Skills
Critical Thinking
Customer Service Experience
Process Improvement
Project Management
SalesForce
Fresh Desk
Analytical Thinking
Complex Problem Solving
Google sheet
Computer Skills
Client Relationship Building
Performance Tracking
CRM proficiency
Middleinitial
M
Projectsaccomplished
Created a Customer Review Project With the Marketing Team which consisted of building a report using SalesForce pulling all bad reviews from various websites such as trust polit, Google , and Facebook. Additionally, I worked closely with upper management, account management team and clients to remove all negative reviews from each website. The projected resulted in improving client account health and the company representation for good reviews from a 3 to 4.5 star.
Assisted in creating new insurance product called Monk Protect. Using my insurance background, I guided the company in implementing the rules and guidelines. Also, managed all customer issues and reported revenues made off of the product. This project allowed the company to generate a new source of revenue.