Daniel Lucas

Daniel Lucas Email and Phone Number

5yrs+ Customer Service Experience | Operations Support | Banking & Insurance Industry
Daniel Lucas's Location
National Capital Region, Philippines, Philippines
About Daniel Lucas

As a Senior Process Executive at Infosys BPM (Apr 2019 – May 2021), I specialized in handling escalations, conducting conference calls with onshore managers and clients to discuss upcoming changes to contracts and accounts. Additionally, I served as a Universal Biller, conducting research and analysis for problem-solving, focusing on providing quality customer service and accurate data. My responsibilities also included invoice correction, contract modifications, and meter read correction through customer engagement in outbound and inbound calls.Transitioning to Accenture as a Customer Service Associate (Jun 2023 – Present), I promptly and professionally respond to customer inquiries regarding retirement insurance policies. My role involves providing accurate information about policy terms, coverage, and premiums, assisting customers in navigating online account portals, and investigating/resolving issues such as claims and billing discrepancies. I meticulously document and track customer interactions and resolutions in the company's customer management system.Previously, as an Associate Customer Success Representative at Wells Fargo (Feb 2022 – Apr 2023), I successfully resolved issues with banking services and accounts, handling a high volume of calls daily. I assisted customers with Online Banking needs, presented financial products to existing and prospective customers, and managed client bank accounts, including overseeing transactions and processing payments. My role also included performing administrative tasks, such as documenting customer information.---------------------I'm someone who enjoys exploring and discovering new things. In my free time, I like to go out and experience the hustle and bustle of new cities, immerse myself in different cultures when traveling, and get lost in interesting books. Hiking is a hobby of mine, offering a way to navigate trails and connect with nature.I've traveled to Japan and Australia, appreciating the distinct landscapes of each place. Locally, I've explored Siquijor, El Nido, Coron, Siargao, Bohol, and Cebu, enjoying their unique features. I find tranquility in beaches, appreciate the beauty of sunsets, and am drawn to picturesque scenery.These aspects hold a meaningful place in my life, providing a sense of calm and inspiration. Each journey, whether close to home or far away, is an opportunity to make lasting memories and fully embrace the diverse beauty of the world.

Daniel Lucas's Current Company Details

5yrs+ Customer Service Experience | Operations Support | Banking & Insurance Industry
Daniel Lucas Work Experience Details
  • Accenture
    Customer Service Associate
    Accenture Jun 2023 - Mar 2024
    Philippines
    • Respond promptly and professionally to customer inquiries via phone, email regarding retirement insurance policies. • Provide accurate information about policy terms, coverage, premiums, and other related details. • Assist customers in navigating online account portals and self-service options. • Investigate and resolve customer issues, such as claims, billing discrepancies, and policy adjustments. • Document and track customer interactions and resolutions in the company's customer management system.
  • Wells Fargo
    Associate Customer Success Representative
    Wells Fargo Feb 2022 - Apr 2023
    Philippines
    • Resolving issues with banking services and accounts. • Taking in 80 – 100 calls per day. • Assisting customer needs in terms of Online Banking. • Present financial products and services to existing and prospective customers. • Resolving clients issues and perform administrative tasks such as documenting their information, and other related duties. • Managing client bank accounts, including closing accounts, and overseeing transactions. • Processing payments and authorizing and evaluating overdrafts.
  • Infosys Bpm
    Senior Process Executive
    Infosys Bpm Apr 2019 - May 2021
    Philippines
    Handling Escalations – Conference call with onshore Manager and customer to discuss the upcoming changes for their contracts and account. Universal Biller – Doing research and analysis/Problem Solving to provide quality customer service and accurate data’s.Invoice Correction – Concession/Credit and Rebill, refunds and all other concerns regarding invoices. Contract Modifications - Modifying the contracts/accounts base on the customer preference and onshore manager request. Includes the contract termination. Meter Read Correction/Entering Meter Reads – Calling the customer to get the correct meter reads for their machine. Customer Service – Outbound and inbound call, handling with customer.

Daniel Lucas Education Details

Frequently Asked Questions about Daniel Lucas

What is Daniel Lucas's role at the current company?

Daniel Lucas's current role is 5yrs+ Customer Service Experience | Operations Support | Banking & Insurance Industry.

What schools did Daniel Lucas attend?

Daniel Lucas attended University Of The City Of Muntinlupa.

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