Andrea Formato Email & Phone Number

Orange County, California, United States

Santa Ana, Ca

• Implement, train, and monitor Yardi’s real estate management software, supporting real estate property management executives and staff• Monitor the performance of assigned accounts, and work with clients to create policies, procedures and work flows• Create and deliver quarterly/monthly account performance reports and analysis• Provide recommendations to improve client property performance• Drive resolution for all issues related to client requests• Coordinate meetings with client executives and other key partnership members

Lake Forest, California

• Day to day interaction with current & prospective customers to assess their needs, present available company products and services that will meet those needs and convert a high percentage of those presentations into sales that create “delighted customers” and profitable sales for the company• Ensure project installations are going smoothly and follow up after projects have been completed to ensure customer satisfaction• Work as a liaison between the customer and the internal teams to address any customer irritation and resolve all issues in a timely manner• Train the Trainer - Train staff and reps on the RbA Signature Service Platform

• Lead in National General Insurance enterprise level projects and initiatives ensuring delivery of contracted solutions• Manage day to day activities as the primary contact to achieve goal of client onboarding, integration, retention and highest level of client satisfaction while achieving profitability• Establish and maintain executive level relationships within existing clients to assist with proactive issue resolution and communication• Retain existing clients through customer service and continue to build long term, strategic relationships by continually promoting the National General Insurance value proposition• Identify cross sell opportunities and enhance existing products or create new products to meet client needs

Irvine

• In collaboration with Sales and Account Management teams, assist in development and execution of strategic sales initiative activities to integrate Consumer Marketing products (Renters and Home/Auto) into targeted Financial Institution accounts and prospective accounts as well as Multi-Family Housing and Affinity channels• Identify and lead in development and execution of sales initiative activities to integrate Consumer Marketing products into non-targeted Financial Institution accounts and prospective accounts, including; small to mid-sized Financial Institution, Credit Union and Community Bank channels• Perform ongoing analysis and provide recommendations for additional market product needs and development

Irvine

• Establish policies and procedures for Quality Control department • Perform Quality Audits of agent phone calls for all programs to ensure agents' ability to deliver positive customer experience and ability to comply with program specific scripting and procedures • Develop reporting and provide analysis of data relevant to Quality Audit scoring to Operations• Conduct internal audits of processes and procedures to ensure compliance and quality results• Collaborate with internal/external customers to maintain client specific procedures that enhance business process and results• Write, edit, & create procedures for 14 different clients and upload to company’s Intranet

Mission Viejo, Ca

• Taught 8th Grade English curriculum as defined by SVUSD• Taught 7th & 8th Grade Choir• Established Theatre Arts Department

Bachelor Of Arts - Ba, Secondary Education And Teaching

Activities and Societies: Alpha Gamma Delta SororityDouble-majored in Education and Theatre Arts

Master Of Arts - Ma, English Literature