Jason Morin Email and Phone Number

- Managed key enterprise clients at Geoforce, ensuring end-to-end satisfaction from onboarding to renewal.- Produced monthly reports and conducted business reviews to ensure contract adherence and foster stronger relationships.- Proactively monitored customer health using tools like Gainsight and Salesforce, mitigating churn risks and enhancing retention rates.- Developed retention playbooks, maximizing renewal rates and aligning with clients' unique goals for optimal ROI.- Acted as primary escalation point, addressing issues promptly and advocating for client needs with an "outside-in" perspective.- Collaborated across departments to develop effective customer management policies and procedures.- Advised clients, bridging technical and non-technical functions to provide tailored support and solutions.- Identified and recommended innovative solutions to address specific client challenges, driving continuous improvement.- Supported onboarding, implementation, and demos for executive stakeholders, ensuring smooth transitions.- Managed prestigious SaaS client relationships, resolving issues promptly and upholding service excellence.- Facilitated meetings to ensure adherence to timelines and service levels, fostering collaboration and accountability.- Maintained comprehensive project documentation in Salesforce and Gainsight, enabling data-driven decision-making.- Managed customer expectations and delivered tailored solutions, supporting the development of compelling use cases.- Orchestrated alignment between internal and external stakeholders, driving continuous progress and service excellence.- Implemented strategies to optimize the overall customer experience, fostering loyalty and advocacy.- Identified opportunities for account expansion, recommending new services and solutions to meet evolving needs.

- Cultivated & nurtured robust relationships with travelers & third-party vendors, ensuring seamless experiences & satisfaction.- Provided comprehensive support to customers, adeptly addressing inquiries, troubleshooting issues, & guiding them through the functionalities of the Liquid app.- Played a pivotal role in developing process workflows, contributing to enhanced efficiency & streamlined operations.- Distinguished as a valuable asset, recruited for various high-profile projects including Enterprise Pod team, Rivian Relocations, & post-COVID-19 cancellation summaries, demonstrating adaptability & versatility.- Collaborated closely with clients & support team members, facilitating seamless communication & delivering exceptional app & travel-related support.- Demonstrated expertise in identifying core issues with the app, leveraging knowledge of the airline industry, GDS, & third-party technology to provide tailored solutions to specific client needs.- Executed on diverse customer requests, including complex specifications, with precision & efficiency, ensuring optimal client satisfaction.- Provided clients with accurate & timely assistance for travel-related changes & unexpected situations, leveraging in-depth knowledge of travel products and services.- Leveraged multiple communication channels including chat, email, & phone systems to deliver superior customer service, utilizing positive telephone techniques to enhance the customer experience.- Proactively collected & analyzed customer feedback and data to identify & address potential app & customer service issues, contributing to continuous improvement efforts.- Demonstrated strong geographical knowledge, identifying expedient, cost-effective, & preferred travel routes to meet customer needs effectively.- Leveraged a diverse range of resources including Liquid, ZenDesk, Salesforce, TravelXen, Sabre, Twilio, & airline websites to efficiently problem-solve inquiries & issues.

- Engaged with a diverse clientele spanning commercial construction, trucking, & energy industries, providing tailored insurance solutions to meet their unique needs.- Managed team travel bookings, ensuring smooth logistics & accommodations, allowing team members to focus on client interactions.- Acted as a trusted advisor to customers, guiding them through online processes such as bill payments, policy changes, & insurance certificate creation via our client portal, fostering convenience & efficiency in their interactions with our services.- Facilitated seamless policy adjustments by liaising with insurance carriers, submitting change requests promptly & accurately to add, delete, or revise equipment, vehicles, & coverages as per customer requirements.- Executed strategic renewal processes, collaborating with multiple insurance companies to secure the best coverage options at competitive price points for our clients, while maximizing commission opportunities for our company.- Maintained meticulous documentation of every transaction & client interaction, ensuring comprehensive records for seamless transitions between team members & minimizing errors & omissions risks.- Provided prompt & effective support to clients via phone, addressing inquiries, needs, & concerns with professionalism & efficiency, contributing to high levels of customer satisfaction.- Cultivated & nurtured strong rapport with both clients & insurance carriers, fostering trust & loyalty to establish enduring business relationships & drive long-term retention & growth.- Collaborated closely with account executives & processors, contributing to cohesive team efforts & ensuring consistent delivery of exceptional service across all customer touchpoints.- Leveraged AMS360 as a comprehensive customer database, utilizing its functionalities for efficient data management, & client tracking.

- Provided comprehensive support to a diverse clientele in commercial construction, trucking, and energy sectors, ensuring their needs were met promptly and effectively.- Guided customers through various online processes, enhancing their understanding and utilization of our services for streamlined interactions.- Assisted in marketing renewal processes, contributing to the retention and satisfaction of our customer base.- Facilitated seamless policy adjustments by submitting change requests to insurance carriers, ensuring accurate updates to equipment, vehicles, and coverages as needed.- Delivered exceptional phone support, addressing inquiries, needs, and concerns with professionalism and efficiency to maintain high levels of customer satisfaction.- Cultivated strong relationships with both customers and insurance carriers, fostering trust and loyalty to drive long-term business partnerships.- Leveraged EPIC and Vision applications proficiently to assist customers and maintain accounts, ensuring smooth operations and service delivery.- Proactively attempted to retain customers whenever necessary, demonstrating a commitment to customer satisfaction and loyalty.- Managed documentation processes, including creating new folders for expirations and renewals, ordering Loss Runs, and creating policy binders to facilitate smooth policy transitions.- Handled the creation, revision, and mailing of insurance certificates and auto ID cards, ensuring accurate and timely delivery to customers and Certificate Holders.- Generated expiration reports and provided them to relevant team members, contributing to efficient account management and service delivery.- Maintained ongoing professional development by attending continuing education classes, staying updated on industry changes and best practices.

- Supported vendors across construction projects, ensuring smooth interactions and compliance with insurance requirements.- Provided guidance and assistance to vendors and clients navigating online applications, fostering ease and efficiency in their interactions.- Engaged with insurance agents, property managers, and clients to address questions and provide solutions regarding required insurance coverage, delivering friendly and proficient service.- Collaborated closely with account managers and indexers to meet and exceed customer expectations, contributing to cohesive team efforts.- Handled escalated customer service calls as needed, demonstrating a commitment to resolving issues promptly and effectively.- Indexed and processed commercial insurance documents for various coverage types, ensuring accuracy and compliance.- Customized vendor profiles to streamline processes and tailor services to individual needs.- Provided assistance and coaching to other customer service representatives to enhance accuracy and efficiency in their roles, fostering a culture of continuous improvement.- Supported the QA department in processing insurance documents, contributing to quality assurance efforts and ensuring compliance with established standards.

- Welcomed policyholders with professionalism, courtesy, and warmth, fostering positive interactions and building rapport.- Proactively retained customers and identified savings opportunities, demonstrating a commitment to customer satisfaction and loyalty.- Provided clear and comprehensive information to policyholders about their insurance coverage, ensuring they were well-informed and confident in their decisions.- Assisted customers in navigating online applications, offering guidance and support to enhance their user experience.- Collaborated closely with sales and claims departments to ensure seamless transitions between departments, providing unified support to customers.- Prioritized one-call resolution, resolving customer inquiries and issues efficiently and effectively.- Demonstrated proficiency in utilizing in-house applications, maximizing efficiency in customer service delivery.- Identified opportunities for cross-selling coverages and policies, enhancing customer value and satisfaction.- Applied front-line underwriting skills to assess and mitigate potential high-risk losses, contributing to overall risk management efforts and customer protection.

• Greet customers with friendly one call resolution service.• Provide answers to questions that might have on technical issues.• Maintain a healthy work environment for fellow colleagues and myself.• Work together with tier 1 service reps & escalated service tickets when needed.

 Greeted parents, staff, students, and provided informative assistance when needed. Answered phones and directed calls to appropriate parties. Responsible for distribution of all teacher's and students mail. Utilized a Xerox machine to make copies for meetings and educational purposes. Created spreadsheets and flyers to assist faculty using Microsoft Office. Sorted and distributed mail accordingly. Maintained inventory of office supplies. Operated mailroom and sorted all incoming and outgoing mail. Delivered/distributed interoffice memos to teachers and staff. Instructed parents on how to sign in/out when picking up or dropping off students.

 Greeted customers in a prompt and professional manner. Assisted with food preparation. Operated Cash registers as well as maintained accurate totals. Answered phones and took food orders. Maintained a clean environment in the restaurant during operating hours. Replenished all condiments and napkins in the dining area. Operated drive-thru window and took orders.

 Maintained landscape of property for a professional perception. Swept and mopped the building, including waiting areas. Cleaned oil spills and grease stains in ports for safety purposes. Detailed customer vehicles before pick up. Provided assistance to mechanics when needed.