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Finance professional with more than 20 years experience in the telecommunications, banking and transportation industries. Proven abilities in financial analysis, loan servicing, and account maintenance. Demonstrated expertise in all phases of customer business retention including billing, troubleshooting technical problems, pricing, negotiation and collections. Strengths in successfully diffusing escalating customer service issues through active listening and communications to create a Win-Win relationship between customer and the firm. Known as resourceful, self-motivated and a team player who consistently meets or exceeds performance goals. MBA, BA, Management and Finance.Completed MBA program at Woodbury University in Jan 2000. Many different professional areas interest me including financial analysis, budgeting, information technology, marketing in a wide variety of industries. A quick learner with a can do attitude. Adaptable and dependable. Team player. Can work in Orange County or Los Angeles area.Specialties: • Call Handling• Financial Management• Logistics• Customer Relations• Production Planning• Empathy for Customer Situations• Active Listening Negotiations• Project Management• Problem solving and analysis• Trouble Shooting• Decision making• Relevant research• Account Maintenance• Customer Retention and Communications• California State Real Estate license
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Customer Service ProfessionalUnited Health Care Oct 2014 - Jul 2015CypressCorbra and retiree administration and billing. Register and enroll members in Corbra/Retiree plan. Answer question regarding eligibility and premiums. Review and answer questions regarding different scenarios for Cobra. Dispatch ticket to resolve discrepancies in coverage's, dependent and other pertinent information. After enrolling and taking payment from member. Urgent eligibility update to update eligibility so member or dependent could get prescription right away or go see a doctor. Dealt… Show more Corbra and retiree administration and billing. Register and enroll members in Corbra/Retiree plan. Answer question regarding eligibility and premiums. Review and answer questions regarding different scenarios for Cobra. Dispatch ticket to resolve discrepancies in coverage's, dependent and other pertinent information. After enrolling and taking payment from member. Urgent eligibility update to update eligibility so member or dependent could get prescription right away or go see a doctor. Dealt with sensitive and confidential information. Observed HIPPA guideline. Worked with Provider to assist members. Show less
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Customer Service CoordinatorVerizon 2009 - Mar 2013Irvine CaMaintain all aspects of customer's account. Review calling plan. Recommend changes to calling plan. Review billing and payments. Basic trouble shooting. Upgrade customer to new phone equipment based on customer needs. -
Customer Financial Services CoordinatorVerizon Wireless 2006 - 2013Verizon Wireless is one of the largest wireless voice and data networks in the United States with more than 85 million customers.; Responsible for customer account maintenance including analysis of pricing plans, billing and collections of past due accounts. Perform phone upgrades and swaps for replacement phones. Take incoming calls and make outbound calls from customers. Negotiate with customers to prevent accounts from going into write-off status. Actively collect from customers and assure… Show more Verizon Wireless is one of the largest wireless voice and data networks in the United States with more than 85 million customers.; Responsible for customer account maintenance including analysis of pricing plans, billing and collections of past due accounts. Perform phone upgrades and swaps for replacement phones. Take incoming calls and make outbound calls from customers. Negotiate with customers to prevent accounts from going into write-off status. Actively collect from customers and assure that inbound and outbound calls meet quality assurance standards.• Led team in implementation of revised collections procedure involving collection of entire balance due in a two part payment arrangement. This led to team achieving a clearer understanding of how to negotiate payment arrangements with customer, resulting in higher collections revenue. • Negotiated win-win special payment arrangement with new account with high balance, resulting in payment in full without interruption of customer services.• Turned around customer service problem wherein customer changed order from IPhone to Thunderbolt after placing order in the system. This resulted in successful cancellation or IPhone order enabling Thunderbolt order and expedited delivery to customer.• Made incoming and outbound calls in order to collect monies and educate customers within 270-second time constraints.• Successfully collected of over $1,800 dollars per hour consistently achieving performance goal.• Utilized analysis and problems solving skills to create Win-Win situations between customers and Verizon wireless.Awarded Shinning Star Award for December 2007, for superior performance,. Show less -
Client Services RepresentativeUnion Bank Of California 2003 - 2005Union Bank provides a range of financial products and services. It offers a variety of checking, savings and individual retirement accounts, as well as certificates of deposit. The bank provides various home and automobile loans.Heavy call volume..Handled over fifty calls per day. Reconciled customer and business checking and savings accounts. Reviewed account activity. Account maintenance such as disable lost stolen ATM cards. Stoping payment on checks, transfering funds. Tracking… Show more Union Bank provides a range of financial products and services. It offers a variety of checking, savings and individual retirement accounts, as well as certificates of deposit. The bank provides various home and automobile loans.Heavy call volume..Handled over fifty calls per day. Reconciled customer and business checking and savings accounts. Reviewed account activity. Account maintenance such as disable lost stolen ATM cards. Stoping payment on checks, transfering funds. Tracking deposits. Job requires good listening skills and patience. . Graduated from Woodbury University comprehensive MBA program. Show less
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Business RetentionSprint Pcs 2002 - 2003IrvineWorked all aspects of customer and business accounts. Focused on saving customers from leaving Sprint PCS. Out of the box thinking. Worked with Loyalty tool to make offers to customers to stay with Sprint PCS. Heavy problem solving and analysis.
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Client Service RepresentativeSprint Pcs 1999 - 2002Responsible for working with customer to reconcile checking and savings accounts. Conducted research on customer accounts to determine if checks had cleared or deposit posted and for non-sufficient fund checks. Replaced lost or stolen debt cards. Filed claims for disputed items vis-a-vis the customer under regulation E. Placed stop payment at customer request on checks or electronic items.Effectively filed claims on customers' behalf including disputed debit card charges and/or… Show more Responsible for working with customer to reconcile checking and savings accounts. Conducted research on customer accounts to determine if checks had cleared or deposit posted and for non-sufficient fund checks. Replaced lost or stolen debt cards. Filed claims for disputed items vis-a-vis the customer under regulation E. Placed stop payment at customer request on checks or electronic items.Effectively filed claims on customers' behalf including disputed debit card charges and/or electronic items that customer stated were not authorized or fraudulent.; Sprint is a communications company offering a range of wireless and wireline communications products and services for individual consumers, businesses, government subscribers and resellers.Business Retention SpecialistResponsible for servicing corporate and business accounts in terms of optimal service plans, billing issues and trouble shooting technical problems. Utilized problem-solving skills to diffuse customer concerns and retain accounts for Sprint PCS and listening skills and probing questions to define pertinent issues and concerns. Focused on customer needs and used marketing tools, resulting in saving 45% of threatened accounts. Show less
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Employee In ChargeTrans World Airlines 1994 - 1999Greater Los Angeles AreaTook escalated calls from reservation agents. Utilized problem-solving and analysis skills to keep customers on Trans World Airlines. Managed a group of twenty reservation sales agents honing their reservation skills to lead to more ticket sales.
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Customer Service RepresentativeTrans World Airlines 1992 - 1994Responsible for managing all types of customer concerns using problem solving and analysis. Used tact and diplomacy to resolve customer issues in timely fashion. Interpreted marketing programs and airline fare rules. Handled over 60 calls a day. Researched ongoing customer complaints for team lead and corresponded with customer in writing as to resolution of complaints. Improved Reservation Teams skills by providing effective coaching and feedback. One of the top 20 sales producers as… Show more Responsible for managing all types of customer concerns using problem solving and analysis. Used tact and diplomacy to resolve customer issues in timely fashion. Interpreted marketing programs and airline fare rules. Handled over 60 calls a day. Researched ongoing customer complaints for team lead and corresponded with customer in writing as to resolution of complaints. Improved Reservation Teams skills by providing effective coaching and feedback. One of the top 20 sales producers as reservation sales agents in an office of over 400 sales agents. Show less
Dan Izzo Skills
Dan Izzo Education Details
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Finance -
Financial Management, Contemporary Business, Law Government And Ethics, Management And Organizationa -
Business Administration
Frequently Asked Questions about Dan Izzo
What is Dan Izzo's role at the current company?
Dan Izzo's current role is Customer Service Coordinator | Financial Analyst | Business Analyst | Project Management.
What is Dan Izzo's email address?
Dan Izzo's email address is un****@****ink.net
What is Dan Izzo's direct phone number?
Dan Izzo's direct phone number is +171497*****
What schools did Dan Izzo attend?
Dan Izzo attended Woodbury University, Woodbury University, California State University-Fullerton.
What are some of Dan Izzo's interests?
Dan Izzo has interest in Reading And Golf.
What skills is Dan Izzo known for?
Dan Izzo has skills like Business Analysis, Call Centers, Analysis, Management, Project Management, Sales, Customer Service, Negotiation, Customer Retention, Microsoft Excel, Budgets, Marketing.
Not the Dan Izzo you were looking for?
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1hotmail.com
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3gmail.com, accenture.com, libertyadvisorgroup.com
1 (312) 4XXXXXXX
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3mcinnisinc.com, mcinnisinc.com, alexion.com
2 (800) 8XXXXXXX
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