Lisa Hertz

Early Intervention Service Coordinator at Developmental Pathways
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Contact Information
us****@****om
(386) 825-5501
Location
Castle Rock, Colorado, United States, US

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Experience

    • United States
    • Non-profit Organizations
    • 200 - 300 Employee
    • Early Intervention Service Coordinator
      • Apr 2022 - Present

    • United States
    • Insurance
    • 700 & Above Employee
    • Property Claims Adjuster
      • Jun 2021 - Apr 2022

      • Communicates empathetically with customers and helps them through their claim process in a fast, fair and easy manner. • Conducts a detailed review of the property and writes estimates in Xactimate to capture the extent of the damages. • Uses high resolution photographs provided by virtual imagery and advanced video technology to collaborate with onsite vendors and customers to identify damages and write a damage estimate from a virtual setting. • Reviews a variety of property… Show more • Communicates empathetically with customers and helps them through their claim process in a fast, fair and easy manner. • Conducts a detailed review of the property and writes estimates in Xactimate to capture the extent of the damages. • Uses high resolution photographs provided by virtual imagery and advanced video technology to collaborate with onsite vendors and customers to identify damages and write a damage estimate from a virtual setting. • Reviews a variety of property insurance policies and decides how coverage applies and provides the customer with a detailed explanation of both the estimate and the policy. • Negotiates claim settlements with customers in accordance with business unit standard methodologies. • Offered feedback as a part of Customer Experience Recognition Team to improve Customer Experience across the organization. Show less

    • United States
    • Insurance
    • 700 & Above Employee
    • Customer Success Manager
      • Dec 2009 - Oct 2021

      • Drove sales, customer satisfaction, and retention with attention on a customer-focused, needs-based review process and a pro-active referral and lead system. • Led Customer Segmentation implementation strategy to target conversations resulting in impactful customer engagement and higher conversion ratio. • Managing telematics mobile application implementation and responsible for understanding the user experience and best practices leading to overall retention growth and accurate price… Show more • Drove sales, customer satisfaction, and retention with attention on a customer-focused, needs-based review process and a pro-active referral and lead system. • Led Customer Segmentation implementation strategy to target conversations resulting in impactful customer engagement and higher conversion ratio. • Managing telematics mobile application implementation and responsible for understanding the user experience and best practices leading to overall retention growth and accurate price to risk classification. • Responsible for identifying, targeting, and converting outside vendor leads from prospects to customers with a targeted roadmap and a detailed sequential follow up strategy. Roadmap includes tests to improve conversion metrics and driving new customer engagement. • Managing technical execution of enterprise CRM salesforce software and customer facing platforms that drive growth and customer loyalty. • Partnering with enterprise partners to deliver innovative strategies to achieve product growth with an emphasis on customer engagement leading to 98% customer satisfaction and consistent territory leading retention. Show less

    • United States
    • Retail
    • 700 & Above Employee
    • Sales Manager
      • Sep 2006 - Dec 2009

      • Led 3 large volume sales floor divisions and drove increase in daily sales to achieve profit objectives. Responsible for profit goals, employee production optimization and goal setting. • Partnering with in-house and corporate creative teams to implement marketing plans which increased customer event participation by 23% in 2008. • Managed 2007 new store opening surpassing planned profit gains in 2007 and 2008 fiscal year through clearly identified brand, customer, and competitive… Show more • Led 3 large volume sales floor divisions and drove increase in daily sales to achieve profit objectives. Responsible for profit goals, employee production optimization and goal setting. • Partnering with in-house and corporate creative teams to implement marketing plans which increased customer event participation by 23% in 2008. • Managed 2007 new store opening surpassing planned profit gains in 2007 and 2008 fiscal year through clearly identified brand, customer, and competitive insights that informed growth targets, objectives and strategies. • Drove employee accountability strategy with a focus on gathering data driven metrics and reported recommendations in bi-weekly productivity meetings. • Managed 3 high volume departments with approximately 5-10 direct reports per department. Show less

Education

  • Tulane University
    B.A., International Relations, French
    2000 - 2003

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