Gregory Borgman Mba Email & Phone Number

Jurupa Valley, Ca, Us

Brea, California

Brea, California

Irvine, California

Development of Operations Associates to ensure our Shareholders and Financial Advisers receive the exemplary service timely and efficiently. Motivate and mentor team to reach their performance goals and identify training and input for employee relations issues. Worked on various projects to improve our overall service score.Manage team of nine front line associates (various work expectations)Co-lead and manage department phone service skills and expectations for all associatesCreated technology support team for departmentCo-lead continuous improvement project using lean management principlesAssess performance of associates Technical Skills, Communication, Service Orientation and Responsibility and DependabilityLead my peers in department activities that aid in maintaining a positive atmosphereMade complex business decisions based on IRS, SEC and company legal requirements that supported the requested objective of the client

Irvine, Ca

Developed Shareholder Account Representatives to ensure service level objectives were met on time and within company standards and guidelines. Worked on various projects to help improve our overall service score.Motivated team to reach their goals, including training and management of employee relations issues. Partnered with our internal training department and facilitated several classes including Effective Business Decision Making and Real Time Adherence.Conducted monthly one on one meetings to discuss associate development and provide a balance of positive and constructive feedback, resulting in improved quality and productivity.Created associate recognition within the team.Primary contact and resource for several systems and work types including Real Time Adherence, Statement of Intention and Aspect Quality ManagementAssisted in interviewing potential new hires/Co managed a group of new hires

Orange County, California Area

Consulted with clients to meet their needs. Handled financial inquiries

Acts as a problem solver and liaison between customers and claims and benefits departments for one of the nation's largest health insurance companies.Achieved membership in Quality Mastery Club.Assisted with troubleshooting for documentation system. Exceeded goals and statistics any month for call volume, time handling and quality assurance.Proofread benefit plans and helped audit claim accounts.-Provider/Patient claim review, resolution specialist-Knowledge of ICD9/CPT codes; billing practices.

Maintained and increased sales in department as well as trained and hired dozens of new employees for the largest retail chain. Also oversaw safety team to ensure OSHA requirements were met. Created million dollar sales program for district. Trained hundreds of new employees within 3 months.Conducted orientation programs as well as safety seminars.Represented the district for nationwide Sales Seminar.

Master Of Business Administration - Mba, Organizational Leadership, 3.9 Gpa

Associates, Applied Sciences

PROFESSIONAL DEVELOPMENT Excelled from Shareholder Account Representative to Team Manager. Have attended several training classes.

Bachelor Degree, Business Administration