Duncan Morrison
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Duncan Morrison Email & Phone Number

Case Manager with expertise in Life Settlement and Relationship Building at Yardi
Location: Corona, California, United States 3 work roles 2 schools
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Role
Case Manager with expertise in Life Settlement and Relationship Building
Location
Corona, California, United States
Company size

Who is Duncan Morrison? Overview

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Quick answer

Duncan Morrison is listed as Case Manager with expertise in Life Settlement and Relationship Building at Yardi, a company with 4344 employees, based in Corona, California, United States. AeroLeads shows a matched LinkedIn profile for Duncan Morrison.

Duncan Morrison previously worked as Account Manager at Yardi and Case Manager at Liferoc Capital, Llc. Duncan Morrison holds Bachelor Of Arts - Ba, English Language And Literature/Letters from California State University-Dominguez Hills.

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Yardi

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Profile bio

About Duncan Morrison

I have always believed that the right service comes from the right people. Having worked as a Case/Account Manager for over 20 years, I can say that I have learned how to be that right person.In a professional role, I can bring the following to the table:- Case/Account Management experience in multiple CRMs- Supervisor Experience in managing small and large teams- Exceptional vocabulary with a BA in English- Customer Service skills from B2B, B2C, and beyond- Microsoft and Google Suite Experienced - Proofreading, editing, and document preparation- Executive Assistance ExperienceCalm, cool, and collected. Being able to meet deadlines and create an environment that flourishes.A team member who is more than a cog in the machine.Support for the team in their time of need.All skills I have learned from being a father and a gamer. "All We Have to Decide Is What to Do with the Time That Is Given to Us" - GandalfAs a Case Manager at LifeRoc Capital, I managed the process of life settlement nationwide, handling over 200 cases in our proprietary system, ordering and following up on hundreds of medical records, verification of coverage, and carrier documents, and communicating with dozens of sources and sales representatives. I also maintained and migrated the back-end files and storage of over 1000 cases, ensuring data accuracy and security.With a BA in English and an AA in English, I have exceptional vocabulary, proofreading, editing, and document preparation skills, which I have applied in various customer service roles, from B2B to B2C, and beyond. I have also supervised and trained small and large teams, using sales tactics, relationship building, and external communications to promote our services and retain our clients. I am currently pursuing IT certification and additional credentials to enhance my professional development.

Current workplace

Duncan Morrison's current company

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Yardi
Yardi
Case Manager with expertise in Life Settlement and Relationship Building
santa barbara, california, united states
Website
Employees
4344
AeroLeads page
3 roles

Duncan Morrison work experience

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Account Manager

Current
Oct 2023 - Present

Case Manager

Managed the process of Life Settlement nationwide, Entered and managed 200+ cases into our personal system, Ordered and followed up for hundreds of Medical Records, LEs, and Carrier documents for a 100+ cases, Completed 50+ Verification of Coverage with Carriers, In direct communication with over 50 Sources and dozens of direct Sales Representatives.

Jan 2023 - Jun 2023

Customer Success Manager And Lead Trainer – Development And Projects

Irvine, California, United States

- Enrolled 1500+ clients who used our financing software- HR coordinator for local team of 15: time management, PTO, training, HIPAA Certification- Developed goals and strategies for team to follow and trained new employees in company polices and processes - IT coordinator for team and clients, integrated apps and API items into their websites - Constantly.

May 2019 - Dec 2022
Team & coworkers

Colleagues at Yardi

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2 education records

Duncan Morrison education

FAQ

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What company does Duncan Morrison work for?

Duncan Morrison works for Yardi.

What is Duncan Morrison's role at Yardi?

Duncan Morrison is listed as Case Manager with expertise in Life Settlement and Relationship Building at Yardi.

Where is Duncan Morrison based?

Duncan Morrison is based in Corona, California, United States while working with Yardi.

What companies has Duncan Morrison worked for?

Duncan Morrison has worked for Yardi, Liferoc Capital, Llc, and Denefits.

Who are Duncan Morrison's colleagues at Yardi?

Duncan Morrison's colleagues at Yardi include Amy Reinholds, B.Sc., Jeff Sylva, Marcus Lawson, Carl Dudley, Jr., and Brandon Ballard, Mba, Mis.

How can I contact Duncan Morrison?

You can use AeroLeads to view verified contact signals for Duncan Morrison at Yardi, including work email, phone, and LinkedIn data when available.

What schools did Duncan Morrison attend?

Duncan Morrison holds Bachelor Of Arts - Ba, English Language And Literature/Letters from California State University-Dominguez Hills.

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