Duncan Morrison

Work Experience

LifeRoc Capital LLC, January 2023 - July 2023

***** ********* ****, ***** ***, Irvine CA, 92612

Case Manager – Date Entry and Case Management

Managed the process of Life Settlement nationwide

Formatted Templates and materials for Life Settlement requirements

Ordered Medical Records, LEs, and Verifications of Coverage

In direct communication with over 50 Sources and dozens of direct Sales Representatives

Integrated cases into our CRM along with data entry and data migration from back end storage

Denefits May 2019 – December 2022

16500 Bake Pkwy, Irvine, CA 92618

Training Lead and Account Manager – Development and Projects

Enrolled 1500+ clients who used our financing software

HR coordinator for local team of 15: time management, PTO, training, HIPAA Certification

Developed goals and strategies for team to follow and trained new employees in company polices and processes

IT coordinator for team and clients, integrated apps and API items into their websites

Constantly engaging with accounts to keep them active and informed of the systems, 60+ called daily

Pacific Life Insurance Company January 2017-March 2019

45 Enterprise, Aliso Viejo, CA 92656

Temporary Worker – Case Manager and Customer Service

Managed the process of Life Insurance nationwide

oHelped facilitate the flow of paperwork from field to internal

oDirect Communication from 200 + case managers in the field

oPersonally managed 150+ cases

Assisted FVPs with sales of insurance

Processed unemployment and mortgage requests

Accomplishments

Marketing and Recruiting experience, Supervisor experience, Office and Windows proficient, Vast Customer Service experience, Insurance Experience, HR Experience

Education

Cal State University Dominguez Hills – Bachelors in Arts: English

Graduated: June 2019

Saddleback Community College – Associate in Arts: English Literature

Graduated: June 2016

References available upon request

adyo44@r.postjobfree.com

949-***-****

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