Daniel Marquez Email & Phone Number

• Streamline processes and organize workflows.• Customer Service via back office tasks.• Responsible for the renewal process for a book of business (appx 400 GA clients).• Proficient in Microsoft Office and Google Workstation platforms.• Coaches, trains, and spot checks our VA staff in accordance with our processes.• Supports Commercial Insurance back office workflows.• Supports the Dept Manager with daily functions and fills in when she's away.• Monitors additional… Show more • Streamline processes and organize workflows.• Customer Service via back office tasks.• Responsible for the renewal process for a book of business (appx 400 GA clients).• Proficient in Microsoft Office and Google Workstation platforms.• Coaches, trains, and spot checks our VA staff in accordance with our processes.• Supports Commercial Insurance back office workflows.• Supports the Dept Manager with daily functions and fills in when she's away.• Monitors additional email inboxes as needed for other staff.• Calls Carriers for clarification and basic requests. Show less

Anaheim, California, United States

• Handled multiple micro insurance campaigns and supports teams.• Responsible for making Operational changes and critical decision making for overall operational success.• Supports 8-10 Accounts, 8 Team Leads and over 80 representatives in delivering world class Insurance outsourcing service/s.• Streamline processes and establish Standard Operating Procedures.• Help develop workflows to automate procedures.• Onboard new accounts and make sure evervthing is running smoothly… Show more • Handled multiple micro insurance campaigns and supports teams.• Responsible for making Operational changes and critical decision making for overall operational success.• Supports 8-10 Accounts, 8 Team Leads and over 80 representatives in delivering world class Insurance outsourcing service/s.• Streamline processes and establish Standard Operating Procedures.• Help develop workflows to automate procedures.• Onboard new accounts and make sure evervthing is running smoothly prior to the start of the process.• Conducts weekly and monthly reports.• Attend touch point calls with clients to discuss account status, opportunities, progress, and review performance metrics.• Constantly communicate with US Operations Associates and ensuring that everyone is insync with the current action plans and/or goals. Show less

Chico, California, United States