Briana Bridges

Managed client communications and appointment scheduling to ensure readiness for advisor calls. Maintained accurate client records and supported intake processes to improve adherence and reduce no-shows.

Resolved customer inquiries via phone, email, and chat while adhering to service standards. Tracked requests, documented cases, and coordinated with internal teams and external partners to expedite issue resolution.

Validated work orders for accuracy, resolving discrepancies and processing exception items to prevent billing errors. Managed inspection tracking, submitted NTE increase requests with markup approvals, and maintained audit-ready documentation for compliance and month-end reconciliation.

Performed product and operations data analysis to support strategic initiatives and drive process improvements. Used Xactimate and Symbility to support project cost analysis and streamline claims workflows while maintaining accurate stakeholder documentation.

Built automated dashboards to track financial and resource allocation metrics and improved reporting alignment with business goals. Managed CRM and internal databases with a focus on operational efficiency and data integrity.

Reviewed medical documentation and managed leave-of-absence approvals for impacted employees. Maintained CRM records for compliance and reporting accuracy and coordinated with HR, legal, and payroll to ensure smooth policy-compliant transitions.

Managed customer support using Salesforce and ECRM to resolve inquiries and deliver personalized service. Recommended products, collaborated with sales teams to meet monthly goals, and maintained a 90%+ customer satisfaction rating.

Pursuing Business Administration studies at Collin County Community College since August 2016.