William Lam Email & Phone Number

Daly City, California

• Prepare labor and material cost estimates for thousands of claims by evaluating damages to determine appropriate action.
• Produce a cost analysis for every claim by auditing vendor proposals, comparing suppliers, and considering partner vendors where possible, before final selection.
• Reduce costs and minimize risk for the company by driving price and material-guarantee negotiations with vendors and suppliers.
• Improve customer retention by resolving complaints professionally and facilitating dispute resolution — received Superior Service Award for exceptional customer service.
• Prioritize and coordinate inspection and appraisal schedules for 30-35 new claims a week while maintaining backlog of existing claims.
• Strategically foster and maintain vendor relationships to secure better service and rates in the future.

Noriega Street, San Francisco, California

• Exceeded daily and quarterly sales targets and referral goals by educating, advising and building rapport with hundreds of clients.
• Partnered with different specialists to tailor solutions for each customer’s mortgage, investment, or small business needs.
• Provided world-class customer service and handled confidential information on a daily basis.
• Processed hundreds of financial transactions a day that required an acute attention to detail.

San Francisco

- Considerable experience in processing transactions (accept checking/savings deposits, verify cash and endorsements)- Developed high attention to detail due to large volume of financial transactions- Provided world-class customer service and handled confidential information- Promoted bank products and services to existing and potential clients