Customer Service Case Manager
Resume:
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
*********@*****.***
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