Leon Bircher, Jr. Email & Phone Number

Mesquite, Tx, Us

Dallas, Texas, United States

Live Oak And Peak And Walnut Hill

Arlington, Tx

The role of a Claims Adjuster Trainee is to determine liability, as well as, interview customers, claimants, and witnesses. As Claims Adjuster Trainee, it was my responsibility to partner with appraisers/estimators to manage vehicle repairs and negotiate with customers and other insurance carriers

4111 Gaston Ave. Dallas, Tx

Leverage referrals and other lead generation techniques (e.g., community outreach) to identify new prospects and cross-selling opportunities with current clientsConduct discussions with prospects to understand background and identify needs; clearly communicate potential solutionsMaintain a working knowledge of the complete line of products and services offered; taking responsibility to keep up to date Perform servicing duties: greet customers/prospects in the lobby and on the phone, research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunitiesCultivate partnerships with specialist areas such as Financial Advisors, Small Business and Private Banking to obtain and provide qualified referrals

8501 Hillcrest Rd, Dallas Tx

Leverage referrals and other lead generation techniques (e.g., community outreach) to identify new prospects and cross-selling opportunities with current clientsConduct discussions with prospects to understand background and identify needs; clearly communicate potential solutionsMaintain a working knowledge of the complete line of products and services offered; taking responsibility to keep up to date Perform servicing duties: greet customers/prospects in the lobby and on the phone, research customer inquiries, orders checks and/or debit cards, return phone calls, accept and forward wires, and other customer originated servicing needs with the intent of enhancing customer retention and exploring additional sales opportunitiesCultivate partnerships with specialist areas such as Financial Advisors, Small Business and Private Banking to obtain and provide qualified referrals

Plano, Tx

Daily utilization of Search Engine Marketing (PPC), Display Advertising (Banner Advertising),Web Presence Optimization (including services for Organic Search, Social Media Marketing and Reputation Management),Video Production, and Analytics. Consultations and face-to-face presentations with local clients that generate sales via phone and onsite meetings.Multiple client campaign management that includes open vertical/open territory.

2425 N Central Expressway Richardson, Tx 75080

Consult with the Sales Organization on quotes, policy, pricing, and contracts. Partner with Sales Organization through the customer lifecycle process to offer and communicate usage data through reports and other available data to increase usage and instructional effectiveness.Identify and recommend process and system improvements as related to order policy and quoting process. Ensure compliance with order policies and procedures as they relate to Sales and Services.

Dallas/Fort Worth Area

Develop business strategies to gain small business and personal accounts, as well as, leveraging credit opportunities. Managed a team of strategists that includes both Tellers and personal banking specialists. Other administrative duties include notarizing sensitive documents, executing credit and loan applications, partner referrals (mortgage, financial advisor, or small business, and manage portfolios exceeding several million dollars. Nationwide Mortgage Licensing System (NMLS) certified. Coaching and developing talent within 3 various branches within my region.