Daniel Lee Email & Phone Number

Chicago, Il, Us

At Paylocity, we deliver more than our awesome product suite with crazy good reviews. We prioritize your success by covering you with a deep support system to back up our easy-to-use, innovative solutions.Providers will merely sell you a product. But a partner actually cares about you and your business. A partner takes the time to get to know you and understand your needs. We work with you to identify the best solutions that will benefit your business today, while paving the way to a better tomorrow. And tomorrow is all about your team.Everything we do is designed to support you in reaching your goals. Together, we tackle your day-to-day work so you can spend more time building the culture you and your employees crave.For professionals who crave true partnership, Paylocity is the HR & Payroll company that frees you from the tasks of today, so together, we can spend more time focused on the promise of tomorrow.Let's go forward together.NASDAQ: PCTY#pcty #teampcty #pctypartners #HCM #HRIS #HRM

Greater Chicago Area

Inside Sales Executive- Build high-level strategic relationships, direct contacts and networks in my assigned territory.- Assure continual account satisfaction through maximum responsiveness and personalized customer care.- Perform independent research and analysis to maximize revenue within current accounts, the territory, and industry segments.- Identify opportunities for services amongst new business via prospecting.- Use sound account strategies and tactics to reduce churn rate and upsell additional services.- Resolve customer escalations while upselling and cross-selling services.- Discover customer needs and developed value for service offerings.Retention- Assist customers with cancellation request; providing retention solutions with thoughtful, creative, and customer- oriented problem solving- Identify areas of customer improvement through metrics, reporting and inhouse statistics to effectively retain customers- Collaborated with cross-functional teams to improve processes and prevent cancellations

Chicago Il

Enterprise Operations Management- Managed and developed key accounts including Goodyear, Colgate, Miller Coors, Lowes and Campbell’s resulting in an average monthly gross margin of $300,000+ - Continuously built customer relationships through providing rate quotes and servicing freight while providing excellent customer service - Increased revenue by analyzing freight trends and dedicating private fleet carriers resulting in an average 20% gross margin - Supported outside sales through consolidating monthly revenue reports analyzing freight volumes, on-time %, and gross margin - Acted as liaison between suppliers and customer distribution centers by coordinating purchase orders, scheduling shipping and receiving appointments, and executing order fulfillment - Resolved refused product, order shortages and damages, and missing purchase ordersNational Account Manager- Sourced and acquired carrier services to ensure timely pick-up and delivery of customer freight- Established and maintained relationships with carriers to expand capacity opportunities- Negotiated rates to increase margin and minimize costs to both Coyote and our customers- Handled client quality, and service issues promptly to maintain and grow the relationship with each account - Developed contracts, guidelines, and agreed upon rates for customer freight - Responsible for developing new accounts by building rapport, assessing their needs, and defining how to best exceed their goals

- Handle over 50+ client lines including several Fortune 500 insurance companies.- Negotiates liability, settlements and payment arrangements. - Develop resolution plans by determining filing solutions to recover payments where subrogation potential has been identified on moderately complex subrogation claims. - Areas of expertise include: Damage Dispute Consulting, Negotiation / Arbitration, Regulatory Compliance, Certified Automobile Subrogation Arbitrator, Auto Damage Appraisal, and Auto Theft Investigation.- Discussed and intervened settlement matters with attorneys and claimants. - Evaluated State, Federal and Local policies that relate to specific claims. - Adheres to Fair Claims Practices Acts, Fair Debt Collections Act, Fair Credit Reporting Act, and all local laws and ordinances.- AFNI Employee of the Year 2012- AFNI Collector of the Year 2011- Employee of the Quarter 4 times between 2010-2012 - Recoveries of over $3.5 million dollars from 2010-2013

- Handling a high influx of in-bound calls pertaining to the reconciliation and collection of delinquent accounts- Conducted credit investigations, collected delinquent accounts, and communicated all credit-related issues - Oversee all aspects of collecting payments due from accounts receivable.- Build relationships with accounts to develop trust and find solutions to help clients meet financial obligations.

- Identifying and negotiating payments terms and methods- Overcoming stalls and objections and suggesting money sources for debt payments- Identifying payment options and securing information for administrative processing