Dan Tran Email & Phone Number

Montreal, Quebec, Canada

• Collaborate with brokers and respond to their requests;• Aiding in the implementation of new group insurance to clients;• Aiding in the implementation of options for existing clients;• Provide service, support and technical assistance to customers for the administrative aspect of group insurance, by phone and email;• Prepare documents for clients and brokers;• Evaluate and process requests for information received from customers/prospects;• Compiling client data to… Show more • Collaborate with brokers and respond to their requests;• Aiding in the implementation of new group insurance to clients;• Aiding in the implementation of options for existing clients;• Provide service, support and technical assistance to customers for the administrative aspect of group insurance, by phone and email;• Prepare documents for clients and brokers;• Evaluate and process requests for information received from customers/prospects;• Compiling client data to produce and analyze quotes, market studies and renewals;• Handling/solving problems or escalations that arise with the block of clients;• Ensure compliance with the service standards established for the broker and the insurer. Show less

Montreal, Quebec, Canada

CXR:• Open and manage existing customer accounts by recording and maintaining account information• Answers a high volume of customer calls and achieve Service Level of 85%• Obtain and evaluate all relevant information to handle inquiries, orders, and complaints promptly and professionally• Direct or escalate requests and unresolved issues to the designated resource• Increase revenue through inside sales initiatives• Perform customer verifications • Perform credit… Show more CXR:• Open and manage existing customer accounts by recording and maintaining account information• Answers a high volume of customer calls and achieve Service Level of 85%• Obtain and evaluate all relevant information to handle inquiries, orders, and complaints promptly and professionally• Direct or escalate requests and unresolved issues to the designated resource• Increase revenue through inside sales initiatives• Perform customer verifications • Perform credit verification using the Equifax credit tool• Process credit card pre-authorizations and sales accurately • Keep records of customer interactions and transactions through account comments• Manage administration associated with customer accounts• Communicate and coordinate with internal departments • Other duties as assignedTraining SME:• Work with commercial training team leads to help prepare and refine CXR training and onboarding material• Responsible to facilitate and/or train for all CXRs in region• From time-to-time customize training to align with regional business needsRetention SME: • Work closely with CXM or CX Supervisor to define and execute inbound and outbound retention campaigns • Define customer lists & scripts for outbound campaign• Issue price, incentive, or refund adjustments as required• Proactively reach out to customers to discuss and resolve dissatisfactions with current service offer• Track and report retention campaign results (calls answered, customer comments, sales leads, etc.) Show less

Montreal, Canada Area

• Respond in a timely and effective manner to various customer correspondence for services and products; via telephone, email, web, portal, fax or in person• Listen effectively to customers in order to identify customer needs to bring all requests and inquiries to a positive resolution• Provide customers with instructions for online access to information or distribution of necessary forms and applications; as may be required for new customer accounts open, credit adjudication or service… Show more • Respond in a timely and effective manner to various customer correspondence for services and products; via telephone, email, web, portal, fax or in person• Listen effectively to customers in order to identify customer needs to bring all requests and inquiries to a positive resolution• Provide customers with instructions for online access to information or distribution of necessary forms and applications; as may be required for new customer accounts open, credit adjudication or service agreements• Maintain quality records of all customer contact by updating all call data on customer account immediately following each customer interaction• Work collaboratively with colleagues in other departments; service and delivery; to ensure appropriate resolution to customer issues• Manage customer complaints in a timely manner; while determining escalation of those that require next level review; recording appropriately in customer database utilizing proper call code data• Responsible for the collection of account portfolio of residential customers, ensuring accounts are within credit limits and terms per company policy• Accurately manager accounts to ensure follow-up by telephone, email or mail for overdue balances, budget payment delays, expired PAP Credit Card details and or pertinent account information• Process account payments or adjustments to address customer matters during customer contact; cancel and rebill for billing errors, payment follow-up, updating of customer PAP information, recalculation of budget payments• Capture Sales Leads during customer inquiries; processing using CRM to ensure expedient transfer of information to Sales Team• Upsell of Services; automatic delivery, equal payment plan, Parts Protection Plans and other offers and promotions that may be provided through marketing Campaigns• Administrative and other duties as assigned Show less

Montreal, Canada Area

• Serving customers (in English and French), mainly by email but also by phone or in person within the reception area, for the following inquiries: information on custom printed products, follow-up on orders, turnaround times, resolution of complaints, manual invoicing for shipping upgrades, tech support for the design lab, tech support for the integration apps for selling platforms such as Shopify, Etsy, BigCartel, BigCommerce and WooCommerce, etc.);• Managing and posting daily updates on… Show more • Serving customers (in English and French), mainly by email but also by phone or in person within the reception area, for the following inquiries: information on custom printed products, follow-up on orders, turnaround times, resolution of complaints, manual invoicing for shipping upgrades, tech support for the design lab, tech support for the integration apps for selling platforms such as Shopify, Etsy, BigCartel, BigCommerce and WooCommerce, etc.);• Managing and posting daily updates on the company's social media accounts (Facebook, Instagram, Google Reviews);• Credit card refunds by Stripe or PayPal;• Follow-up on lost package claims with Canada Post, United States Postal Service, DHL and UPS;• Reception of deliveries of products such as sublimation paper rolls, sublimation protection paper rolls, lasered pre-cut fabric, ink catridges, wooden frames (all necessary components for the production of custom print-on-demand clothing and fine art prints);• Operating of the industrial-sized rotary heat transfer presses on lesser busy days;• Packaging of products in the shipping department on lesser busy days;• All other related tasks. Show less

Montreal, Canada Area

• Translating general texts from French to English using client-specific terminology for the websites and mobile applications that they've built for various clients, and ensure consistency.

Montreal, Canada Area

• Troubleshooting via email for any customer-related requests for their mobile devices to be able to read purchased e-books and/or to be able to listen to purchased MP3 files (verification of the validity of the links, contacting the distributor/record label/license holder, reactivation of links, follow-ups via email for any other technical support, etc.);• Resolution of complaint emails from dissatisfied customers (product information, follow-up on orders, waiting times, compensations… Show more • Troubleshooting via email for any customer-related requests for their mobile devices to be able to read purchased e-books and/or to be able to listen to purchased MP3 files (verification of the validity of the links, contacting the distributor/record label/license holder, reactivation of links, follow-ups via email for any other technical support, etc.);• Resolution of complaint emails from dissatisfied customers (product information, follow-up on orders, waiting times, compensations, etc.);• Investigation of fraudulent orders;• Refunds on gift cards and credit cards via Monéris;• Authorization of pending orders and contacting the supplier(s) if there are any missing goods;• Follow-up with Canada Post and Purolator concerning lost parcel and file claims if necessary;• To be the go-to resource person for the team (support, questions, training, application of procedures and policies, etc.);• All other related tasks. Show less

Montreal, Canada Area

• Respond to customers calling for basic inquiries (general information, in-store reservations, product transfers from within the chain, import requests, internet orders, order tracking, etc.);• Respond to customers calling for basic tech support (licence activation, merging of accounts, Adobe ID verification, explanation of the apps and their functionalities, etc.);• Respond to customers calling for questions related to their devices (purchasing process,downloading, troubleshooting… Show more • Respond to customers calling for basic inquiries (general information, in-store reservations, product transfers from within the chain, import requests, internet orders, order tracking, etc.);• Respond to customers calling for basic tech support (licence activation, merging of accounts, Adobe ID verification, explanation of the apps and their functionalities, etc.);• Respond to customers calling for questions related to their devices (purchasing process,downloading, troubleshooting for transferring ebooks to e-readers, tablets, smart phones, etc.);• Redirect calls to the right department;• All other related tasks. Show less

Montreal, Canada Area

• Wine and food pairing tips;• Greeting the customers and making them feel welcome;• Keeping the shelves stacked and making sure the bottles are facing the right way;• Working the cash register.

Montreal, Canada Area

• Coding and site design using the Wordpress platform;• Database management on MySQL via phpMyAdmin;• Graphic design on Adobe Photoshop and Macromedia Flash;• Daily content updates on the site;• Managing a team of over 20 music writers;• Assigning them music to review and motivating them to achieve the set objectives and expecteddeadlines;• Web traffic of 30,000 unique visitors and more than 100,000 page views per month at the height of its popularity.

Montreal, Canada Area

• Communicating with the buyers and record labels;• Designing and building the one-sheets for the newest releases with the help of Adobe Photoshop and Acrobat;• Assembling all the one-sheets together to create the catalogues weekly according to their genres;• Compile a monthly list of the best-selling albums with Microsoft Excel;• Reception and shipping of merchandise from Canpar and FedEx.

Montreal, Canada Area

• Balancing of the two cash registers at the end of the shift;• Counter and table service.

Montreal, Canada Area

• Clerk at the customer service information counter;• Working the cash register.

Diploma Of Collegial Studies, Creative Arts

Film Study, International Cinema, Photography, Film Production, Television Production, Art Criticism.

Diploma Of Collegial Studies, Health Science

Biology: General Biology I Chemistry: General Chemistry Mathematics: Calculus I, Calculus II, Linear Algebra Physics: Mechanics.

Diploma Of Secondary Studies, Enriched Program