Duncan Morrison Email & Phone Number
Who is Duncan Morrison? Overview
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Duncan Morrison is listed as Case Manager with expertise in Life Settlement and Relationship Building at Yardi, a 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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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.
Duncan Morrison's current company
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Duncan Morrison work experience
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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, Maintained the proprietary software used in the tracking and management of Life Settlement cases, Migrated and maintained the back end files and… Show more 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, Maintained the proprietary software used in the tracking and management of Life Settlement cases, Migrated and maintained the back end files and storage of old and new cases, 1000+ cases Show less
Customer Success Manager And Lead Trainer – Development And Projects
- 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 engaging with accounts to keep them active and informed of the systems, 60+ called daily
Colleagues at Yardi
Other employees you can reach at yardi.com. View company contacts for 4344 employees →
Richie Essenburg
Colleague at YardiMarietta, Georgia, United States
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Lisa Legere
Colleague at YardiBelmont, Massachusetts, United States
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Andra Nicoleta Moldovan
Colleague at YardiCluj-Napoca Metropolitan Area, Romania
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Nathan Applbaum
Colleague at YardiEast Northport, New York, United States
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Niki Kolisch
Colleague at YardiSanta Barbara County, California, United States
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Amit Kokate
Colleague at YardiGoleta, California, United States
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Frank Gwin
Colleague at YardiAtlanta Metropolitan Area, United States
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Daniel Caballero
Colleague at YardiProvidence, Utah, United States
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Clark Mabrey
Colleague at YardiAtlanta Metropolitan Area, United States
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Xuening Sun
Colleague at YardiMalden, Massachusetts, United States
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Duncan Morrison education
Bachelor Of Arts - Ba, English Language And Literature/Letters
Associate Of Arts - Aa, English Language And Literature, General
Frequently asked questions about Duncan Morrison
Quick answers generated from the profile data available on this page.
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 Richie Essenburg, Lisa Legere, Andra Nicoleta Moldovan, Nathan Applbaum, and Niki Kolisch.
How can I contact Duncan Morrison?
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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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