Ritchie Hernandez
Union City,NJ
Summary
Dynamic Claims Associate with over 20 years of expertise in client relationship management and financial analysis. Adept at developing sales strategies and fostering trust, resulting in increased client retention and successful outcomes. Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives.
Overview
6
6
years of professional experience
Work History
Claims Manager
Moishes Moving Systems
01.2021 - 06.2024
- Determined proper course of action for claims processing.
- Championed insurance claims process by providing expert knowledge and building positive, trusting relationship to support clients during challenging times.
- Documented and communicated timely claims information while supporting accurate outcomes.
- Manage up to 50 calls and up to 20 scheduled appointments daily to gather information to initiate claims process.
Live Chat Representative
BET MGM Studio
09.2020 - 01.2021
- Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
- Responded proactively and positively to rapid change.
- Investigated and resolved customer inquiries and 30 complaints daily quickly.
- Followed-through on all critical inter-departmental escalations to increase customer retention rates.
- Responded to customer requests, offering excellent support and tailored recommendations to address needs.
Financial Consultant
Strategic Financial Solutions
06.2018 - 08.2020
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities up to 25 clients daily.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Education
High School Diploma -
Emerson High School
Union City, NJ06-2005
Skills
- Sales Strategy & Forecasting: Strong background in developing and implementing sales strategies, as well as preparing accurate forecasts
- Credit Monitoring & Financial Analysis: Proficient in analyzing credit reports and FICO scores, providing actionable insights for clients
- Customer Relationship Management (CRM): Experienced in managing accounts, resolving disputes and fostering long-term client relationships
- Client Communication: Effective communicator with a focus on presentations and clarifying complex financial information
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Claims Manager
Moishes Moving Systems
01.2021 - 06.2024
Live Chat Representative
BET MGM Studio
09.2020 - 01.2021
Financial Consultant
Strategic Financial Solutions
06.2018 - 08.2020
High School Diploma -
Emerson High School
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