Robin Davis
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Robin Davis Email & Phone Number

Financial Services and Life Insurance Professional at Resolvion
Location: Charlotte, North Carolina, United States 6 work roles 4 schools
1 work email found @ptd.net LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@ptd.net
LinkedIn Profile matched
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Current company
Role
Financial Services and Life Insurance Professional
Location
Charlotte, North Carolina, United States
Company size

Who is Robin Davis? Overview

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Quick answer

Robin Davis is listed as Financial Services and Life Insurance Professional at Resolvion, a with 117 employees, based in Charlotte, North Carolina, United States. AeroLeads shows a work email signal at ptd.net and a matched LinkedIn profile for Robin Davis.

Robin Davis previously worked as Collateral Recovery Specialist at Resolvion and Administrative Assistant Board Member at Fill My Cup!. Robin Davis holds Fundamentals Of Human Resource Management--Certificate Awarded from Central Piedmont Community College.

Company email context

Email format at Resolvion

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{first}.{last}@ptd.net
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Profile bio

About Robin Davis

I have experience as a life insurance case manager with a demonstrated history of working in the Life Insurance and Finance industry. Experienced customer service representative in life insurance and financial products.Skilled in Consumer insurance products, and Case Management. Strong operations professional with a Employee Relations--Certificate Awarded focused in Human Resources Management from Central Piedmont Community College.

Listed skills include Mutual Funds, Investments, Insurance, Risk Management, and 15 others.

Current workplace

Robin Davis's current company

Company context helps verify the profile and gives searchers a useful next step.

Resolvion
Resolvion
Financial Services and Life Insurance Professional
carlsbad, california, united states
Website
Employees
117
AeroLeads page
6 roles

Robin Davis work experience

A career timeline built from the work history available for this profile.

Collateral Recovery Specialist

Current

Charlotte Nc

Securing property owned by a bank or other financial institution to settle a debt. Utilizing online data bases, court records, public records etc. Checking debtor address, vehicle VIN numbers and registration, identifying criminal records of debtors via police and sheriff records. Digitally tracking the movement of the collateral and debtor through cities and states.

Feb 2023 - Present

Administrative Assistant Board Member

Current
Fill My Cup!

Charlotte Nc

Providing administrative, data entry and clerical support regarding business decisions, and project management. Data entry of student data from learning programs into Excel spreadsheets. Using multiple computer systems. Data entry of all board member meeting minutes into Google documents. Fundraising and resource development. Review and updating records in Google Documents. Coordinating marketing materials to further the reach of the organization. Using Microsoft Excel, Outlook, and Teams… Show more Providing administrative, data entry and clerical support regarding business decisions, and project management. Data entry of student data from learning programs into Excel spreadsheets. Using multiple computer systems. Data entry of all board member meeting minutes into Google documents. Fundraising and resource development. Review and updating records in Google Documents. Coordinating marketing materials to further the reach of the organization. Using Microsoft Excel, Outlook, and Teams software to conduct business. Enhancing the organizations public image via online platforms. Identifying and securing financial resources. Volunteer role. Show less

Apr 2021 - Present

Utility Location Analyst

New Concepts International Group Inc--Nci Receivables-Closed Due To Covid

Concord, Nc

Data entry of utility customer addresses. Retrieving data, researching and finding correct locations of Duke Energy customers. Data entry of incoming customer requests via phone and email. Data entry of client personal and confidential energy account information into Excel and Google spreadsheets. Using multiple computer systems. Using Microsoft Word, Excel and Outlook for review of internal/external documents. Organizing data needed by obtaining information from utility systems. Responding to… Show more Data entry of utility customer addresses. Retrieving data, researching and finding correct locations of Duke Energy customers. Data entry of incoming customer requests via phone and email. Data entry of client personal and confidential energy account information into Excel and Google spreadsheets. Using multiple computer systems. Using Microsoft Word, Excel and Outlook for review of internal/external documents. Organizing data needed by obtaining information from utility systems. Responding to and resolving internal and external customer requests and inquiries. Show less

Feb 2020 - Mar 2020

Real Estate Research Specialist

Charlotte, North Carolina Area

Data entry of timeshare deeds from multiple real estate owners. Researching multiple online public records websites and county databases to retrieve timeshare property deeds information. Data entry of deeds into property ownership databases for telemarketing team. Using the internet to research, verify location and timeshare name of residential properties. Data entry of client property real estate values. Troubleshooting and resolution of complex inquiries of property ownership. Data entry of… Show more Data entry of timeshare deeds from multiple real estate owners. Researching multiple online public records websites and county databases to retrieve timeshare property deeds information. Data entry of deeds into property ownership databases for telemarketing team. Using the internet to research, verify location and timeshare name of residential properties. Data entry of client property real estate values. Troubleshooting and resolution of complex inquiries of property ownership. Data entry of timeshare ownership and property size. Navigating multiple systems daily. Updating Microsoft Word documents and Excel spreadsheets. Show less

Jul 2018 - Feb 2020

Senior Case Manager

Charlotte, North Carolina Area

Processing the full administrative workflow of life insurance cases for high producing internal and external agents from entry of application to issue of policy. Using multiple computer systems in a high call volume environment. Utilizing medical and insurance terminology. Contacting Medical Exam office, obtaining medical records. Identifies customer needs, and appropriate course of action. Handling sensitive personal health and financial communications with customers. Collecting missing… Show more Processing the full administrative workflow of life insurance cases for high producing internal and external agents from entry of application to issue of policy. Using multiple computer systems in a high call volume environment. Utilizing medical and insurance terminology. Contacting Medical Exam office, obtaining medical records. Identifies customer needs, and appropriate course of action. Handling sensitive personal health and financial communications with customers. Collecting missing information needed to process paperwork. Updating Microsoft Word documents and Excel spreadsheets.Keying applicationsPosting any needed requirements due to omissions on the applicationReviewing case for correct compliance documentationArranging Re-insurance for policy as neededAssessing file for anti-money laundering activityServe as a point of contact for the agent/broker Show less

Oct 2013 - Sep 2014

New Business Analyst

Axa

Charlotte Nc

Receiving calls from clients via call center from field agents to process New Business applications and case requirements. Collecting missing information needed to process paperwork. Confirming insurance eligibility, loan amounts, and cash value in the policy before referring to the Case Management or Underwriting team. Contacting Medical Exam office, obtaining medical records. Entering insured patient medication details into system. Utilizing medical and insurance terminology. Updating… Show more Receiving calls from clients via call center from field agents to process New Business applications and case requirements. Collecting missing information needed to process paperwork. Confirming insurance eligibility, loan amounts, and cash value in the policy before referring to the Case Management or Underwriting team. Contacting Medical Exam office, obtaining medical records. Entering insured patient medication details into system. Utilizing medical and insurance terminology. Updating Microsoft Word and Excel spreadsheets. Show less

Jan 2005 - Oct 2013
Team & coworkers

Colleagues at Resolvion

Other employees you can reach at resolvion.com. View company contacts for 117 employees →

4 education records

Robin Davis education

Administrative Software Specialist

Brookstone College-Charlotte
FAQ

Frequently asked questions about Robin Davis

Quick answers generated from the profile data available on this page.

What company does Robin Davis work for?

Robin Davis works for Resolvion.

What is Robin Davis's role at Resolvion?

Robin Davis is listed as Financial Services and Life Insurance Professional at Resolvion.

What is Robin Davis's email address?

AeroLeads has found 1 work email signal at @ptd.net for Robin Davis at Resolvion.

Where is Robin Davis based?

Robin Davis is based in Charlotte, North Carolina, United States while working with Resolvion.

What companies has Robin Davis worked for?

Robin Davis has worked for Resolvion, Fill My Cup!, New Concepts International Group Inc--Nci Receivables-Closed Due To Covid, Linx Legal Inc., and Axa Equitable.

Who are Robin Davis's colleagues at Resolvion?

Robin Davis's colleagues at Resolvion include Diana Blash, Shiedah Johnson, Raul Hernandez, Chris Ice, and Carlos Steffey.

How can I contact Robin Davis?

You can use AeroLeads to view verified contact signals for Robin Davis at Resolvion, including work email, phone, and LinkedIn data when available.

What schools did Robin Davis attend?

Robin Davis holds Fundamentals Of Human Resource Management--Certificate Awarded from Central Piedmont Community College.

What skills is Robin Davis known for?

Robin Davis is listed with skills including Mutual Funds, Investments, Insurance, Risk Management, Strategic Financial Planning, Wealth Management, Financial Risk, and Portfolio Management.

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