Elizabeth Mccormick Email & Phone Number

I am accountable for delivering high-quality and efficient service to our customers through the strategic oversight of our offshore production teams in both India and the Philippines. This role directly contributes to key business outcomes such as client retention, and client satisfaction, enhancing Patra’s value to our clients and prospects, achieving.

San Francisco Bay Area

I am accountable for delivering high quality and efficient service to our customers through the day-to-day oversight of the On Demand consulting teams. This role directly contributes to key business outcomes such as client retention, client satisfaction, enhancing Patra’s value to our clients and prospects, achieving operating/margin targets and fostering.

San Francisco Bay Area

I am responsible for managing a group of Client Consultants, US Quality Assurance, and Associates in the Carrier, Wholesale, MGA, Program Administrator, and Employee Benefits Divisions of Patra.

San Francisco Bay Area

Supervise a group of Client Consultants, US Quality Assurance, and AssociatesImplementation of processes for new customers as well as current customer processes, create workflows, manage offshore staff, train offshore staff, manage customer billing, maintain customer satisfaction

Implementation of processes for new customers as well as current customer processes, create workflows, manage offshore staff, train offshore staff, manage customer billing, maintain customer satisfaction

San Francisco Bay Area

Organize materials for Senior Claims Consultant, Prepare claim packets for client meetings, train new claims consultant employees on system and workflows, maintain client spreadsheets

Coordinate certificate of insurance issuance and certificate renewal process, manage new prospects and clients information, prepare marketing materials, claim follow-up, manage renewal process, draft proposals and summaries, change requests and endorsement processing, manage invoicing process, prepare letters, mailings and spreadsheets for clients and.

Bachelor Of Arts, Cultural Anthropology

Education record

Education record