Lisa Hertz
Early Intervention Service Coordinator at Developmental Pathways- Claim this Profile
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Bio
Experience
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Developmental Pathways
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United States
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Non-profit Organizations
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200 - 300 Employee
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Early Intervention Service Coordinator
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Apr 2022 - Present
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Allstate
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United States
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Insurance
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700 & Above Employee
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Property Claims Adjuster
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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
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State Farm
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United States
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Insurance
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700 & Above Employee
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Customer Success Manager
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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
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JCPenney
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United States
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Retail
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700 & Above Employee
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Sales Manager
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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
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Education
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Tulane University
B.A., International Relations, French