● Delivered excellent customer service to clients by actively listening and providing solutions.● Managed 80 client cases at a time from the inception to the trial stage.● Maintained constant communication with insurance adjusters to obtain policy limits and liabilitydecisions.● Communicated with medical facilities to obtain treatment status updates, doctor recommendationsand outsider provider referrals.● Conducted intake questionnaires, interviews, and client meetings.● Helped attorneys investigate to obtain evidence for clients' case matters.● Proactively assisted team members with organizational tasks.● Gathered and submitted necessary documentation such as police reports, medical insurance, MRIs,and No-fault applications on Litify (Salesforce) .● Exceeded monthly KPIs for High-limit cases.

● Established lasting relationships by resolving issues via inbound calls, chat, and email.● Responded to client inquiries regarding coverages, eligibility, policy changes, claims, and transfers.● Developed leads, scheduled appointments, and identified customer needs before their firstappointment.● Marketed and identified up-sell/cross-sell opportunities to provide value for appropriate products and services.● Ensured accurate data entry through CRM tools - Salesforce, Teams, Microsoft Office Suite, andNecho.● Collaborated with the sales team to provide customer insights, retention, profitability strategies, and implementation.● Submitted photo inspections, APDs, transcripts, and all supporting documentation to the home office.

● Consulted patients throughout the US via in-person and virtual client meetings to influence them to invest in one of our healthcare solutions.● Generated over $500,000 in 1 year exceeding sales goal.● Accomplished the lowest accounts receivable percentage by working cross-functionally with ourteam to get under 2%.● Account management of over 500 existing client accounts while building customer relationships togenerate new leads and convert them to clients.● Increased retail sales by raising product knowledge, providing provider engagement, and givingpatients tailored solutions to take advantage of current promotions.● Multitasked daily in multiple mediums such as Salesforce, Mobile App, and CRM platforms.● Oversaw scheduling, transaction processing, audits, account reconciliations, production orders, and actively resolving issues.

● Marketed with a budget of $20,000 and propagated the BID district to support its mission in local and citywide media outlets.● Provided executive support by managing calendars, conducting travel arrangements, preparing correspondence, expense reports, and record keeping.● Created the BID District's website/social media pages to conduct outreach and advertise products/events to meet goals.● Advocated with City agencies to build business relationships and communication for services to provide funding that supported and enhanced the district.● Organized all aspects of the BID's administrative office, including oversight of the fiscal department, maintaining confidentiality, assisting with administrative functions, and coordinating meetings.● Ensured compliance with all aspects of the BID's by-laws, administrative procedures, and contracts with the City of New York (Small Business Service's Avenue NYC and the Department of Youth and Community Development).● Developed startup experience by developing a community-based Life Sports gymnastics program for all ages at Andrew Freedman Home.

● Protected company assets and resources including cash handling, banking, inventory, fixtures, and physical facility to prevent theft.● Maintained effective communication with the Regional Director, District/Market Manager, and Customer Support Center.● Executed operational, promotional, and visual/merchandising standards and initiatives.● Ensured execution of inventory management policies and procedures.● Coached, counseled, and developed a team of qualified health enthusiasts.● B2B established external community outreach relationships within the local community to promotebusiness.● Reinforced an outstanding Branded Customer Experience through proper engagement and sellingtechniques.● Educated customers and assisted in making product selections by understanding customers'circumstances, expectations, and needs.● Maintained a positive friendly courteous attitude, and fostered empathy in a fast-paced environmentwhile hitting and maintaining store goals.

Utilized procedures and controls necessary to exceed the sales, profit, and shrink goals established for my store.Demonstrated customer service and selling techniques through the execution of the SMILES Customer service model.Supported store associates in their completion of the Store Associate Training Program.Established familiarity with cash protection procedures, POS transactions, and paperwork.Ensured that cash was kept in secure locations and that it did not exceed predetermined maximum limits.Completed tasks including inventory control, opening/closing, deposit records, and other documents maintained on paper or generated electronically on a backroom PC.Reported interior and exterior Store Maintenance issues to the Store Manager or District Manager.