Daniel Lipsky Email & Phone Number

Overland Park, Ks, Us

Overland Park, Kansas, United States

Overland Park, Kansas, United States

Olathe, Kansas

• Interpret insurance policy language to determine coverage, applying facts of loss to applicable case law and statutes• Determine liability by corresponding with insureds, claimants, witnesses, law enforcement and other relevant parties• Review large quantities of medical records and bills to analyze injuries and treatment in order to establish claim values• Consult with defense counsel, medical consultants and local business partners to assess risk to the company and insured• Negotiate injury settlements for first and third party claims, both direct and attorney represented• Maintain accurate reserving and adherence to regulatory compliance standards for all 50 states• Draft professional correspondence such as disclaimers, reservation of rights, liability denials and offer letters• Manage a large inventory of complex injury claims while addressing multiple and conflicting, time-sensitive deadlines• Lead department workshops, assist in new-hire training and consistently active in department engagement

Overland Park, Ks

• Manage a client portfolio of 20 active companies, developed organically by building relationships with a diverse client base• Identify and analyze external transportation disruptions, using problem solving skills to determine solutions for supply chain• Negotiate rates and analyze dynamic market shifts, maintaining cost effectiveness for clients as well as profit margins• Provide superior customer service, supporting each client’s transportation needs across a broad range of industries • Investigate several client issues simultaneously, making crucial decisions on behalf of clients• Generated $1.15 million in revenue in 2013, $2 million in 2014, $3.2 million in 2015 and $4 million in 2016• Perform daily operational and administrative functions including data entry, billing and freight routing • Develop strong client relationships consistently through lead generation, research and client referrals

Greater Chicago Area

• Manage a client portfolio of 20 active companies, developed organically by building relationships with a diverse client base• Identify and analyze external transportation disruptions, using problem solving skills to determine solutions for supply chain• Negotiate rates and analyze dynamic market shifts, maintaining cost effectiveness for clients as well as profit margins• Provide superior customer service, supporting each client’s transportation needs across a broad range of industries • Investigate several client issues simultaneously, making crucial decisions on behalf of clients• Generated $1.15 million in revenue in 2013, $2 million in 2014, $3.2 million in 2015 and $4 million in 2016• Perform daily operational and administrative functions including data entry, billing and freight routing • Develop strong client relationships consistently through lead generation, research and client referrals

Chicago, Il

• Exceeded monthly performance goals consistently, directly generating over $1 million in sales revenue• Performed daily webinars and tutorials, demonstrating proprietary software and services to clients and prospects• Overcame objections, successfully closing high-ticket software memberships consistently • Performed 50-100 outbound calls daily, establishing new and maintaining existing client relationships• Built rapport with clients through quality customer service, resulting in referral and residual business• Trained 20 new staff members in outbound calling procedures and best practices • Ranked in the top 15% in monthly sales revenue in each moth of employment• Held weekly web-based tutorials demonstrating proprietary software and services to clients and prospects

Kansas City, Missouri

• Prepared and reported net asset information for assigned funds to client• Reconciled cash movement and share transactions, identifying any discrepancies with custodian records• Accounted for all daily fund activity in an accurate and timely manner • Communicated effectively with multiple internal and external entities to verify transaction instructions• Managed strict and conflicting deadlines effectively

Overland Park, Ks

Account Manager • Managed 700+ customer accounts and successfully developing client and partner relationships• Handled 100+ outbound and inbound calls, processing numerous client transactions on a daily basis• Analyzed defaulting loans, making decisions to assure long term performance while building brand loyalty• Supervised and collected payment on cycled delinquent loans, maintaining a high level of professionalism• Maintained excellent standing in all performance metrics, achieving office wide recognition • Assessed, documented and reported risk levels of defaulting loans in order to minimize losses • Demonstrated the ability to multitask and thrive in a fast-paced, team oriented environment• Chosen as recipient Excellence Award for exceeding imposed goals and assuming additional workload• Participated in ongoing customer service, negotiation and relationship building workshops

Leawood, Ks

• Participated in corporate sales and customer service education seminars• Performed 100+ outbound calls daily, successfully setting up sales presentations for senior brokers• Operated switchboard, fielding inbound client calls and account inquires• Assisted in administrative tasks and data entry, file maintenance and ad hoc needs