
Client service and operations professional with 10+ years of experience supporting client relationships across legal, financial services, and professional services environments. Skilled in managing high-value client matters, coordinating cross-functional teams, and delivering strategic solutions in fast-paced, deadline-driven environments. Experienced in client relationship management, dispute resolution, process improvement, and Salesforce CRM to enhance workflow visibility and service delivery. Recognized for strong communication, organization, and the ability to build trusted relationships while managing sensitive and complex client needs.
• Manage high-value property and liability matters, serving as the primary client contact while ensuring consistent communication, service quality, and timely case progression
• Provide proactive case updates and strategic guidance to clients throughout the claim lifecycle, ensuring transparency and effective resolution management
• Lead strategic negotiations with carriers, adjusters, engineers, and vendors to provide favorable resolutions and accurate outcomes
• Prepare demand packages, valuation analyses, and settlement strategies to support dispute resolution and recovery objectives
• Collaborate with our attorney on case strategy, coverage analysis, negotiation, and litigation bound matters
• Analyze complex documentation, estimates, policy language, and supporting materials to identify discrepancies and develop resolution strategies
• Utilize Salesforce CRM and internal systems to maintain accurate client records, track case activity, and support workflow management
• Mentor junior staff on client communication, negotiation support, documentation practices, and operational processes
• Managed and supervised a team of 7 case managers responsible for client service delivery, case coordination, and negotiation support
• Led team meetings, training initiatives, and workflow planning to improve service consistency, operational efficiency, and client experience
• Developed Salesforce CRM tracking processes to monitor client activity, workload distribution, case status, and performance metrics
• Partnered with attorneys and clients to align on case strategy, priorities, and service expectations while supporting complex client matters
• Reviewed client files, documentation, and financial analyses to ensure accuracy, completeness, and readiness for negotiation and resolution
• Coached junior team members on client communication, negotiation preparation, documentation standards, and professional service practices
• Managed residential property claim matters by coordinating communication between clients, adjusters, and internal teams to support timely case progression
• Reviewed insurance estimates, documentation, and claim records to identify missing information, scope discrepancies, and potential valuation issues
• Maintained accurate client records and case documentation using internal systems to support organized workflow management
• Coordinated client updates, documentation requests, and internal follow-up to ensure consistent service delivery
• Assisted with preparation of case files, supporting documentation, and materials for negotiation and resolution discussions
• Developed foundational experience in client relationship management, claims analysis, and structured case management processes
• Monitored digital client channels, including Facebook and X (Twitter), to identify customer inquiries, complaints, emerging issues, and service trends requiring attention
• Managed high-volume client communications, providing timely responses and coordinating escalations to appropriate internal teams for resolution
• Documented client interactions and service activity using Salesforce CRM and internal platforms to maintain accurate records and support workflow tracking
• Partnered with marketing, compliance, and service teams to ensure communications aligned with regulatory requirements, brand standards, and client service expectations
• Supported escalation management and reputation monitoring efforts to address sensitive client concerns and maintain a positive customer experience
• Ensured all digital communications followed compliance guidelines, confidentiality standards, and established service protocols
10 years of experience in client service, relationship management, and complex case operations across legal, financial services, and insurance environments
Experienced partnering with attorneys, financial professionals, executives, and external stakeholders to manage complex client matters and deliver high-quality service outcomes
Skilled in client communication, issue resolution, negotiation support, and case management within high-volume, deadline-driven environments
Proficient in Salesforce CRM and internal platforms to manage client information, track activity, maintain accurate records, and support workflow visibility
Strong understanding of compliance standards, confidentiality requirements, and regulatory processes within professional service environments
Experienced in workflow coordination, documentation review, process improvement, and mentoring/training team members to support operational efficiency
California Real Estate Salesperson License (DRE)- Active