Open to opportunities

Taylor Lee

@taylorlee1

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Client Success Manager driving retention, satisfaction, and growth in compliance-focused environments.

United States

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What I'm looking for

I seek a client-focused role where I can reduce churn, improve customer satisfaction, lead onboarding, and collaborate cross-functionally within a compliant, growth-oriented company.

I am a Client Success and Account Management professional with 6+ years of experience supporting, retaining, and growing client relationships in compliance-driven and high-volume environments. I have a proven record of improving retention, customer satisfaction, and operational efficiency through proactive outreach and cross-functional collaboration.

In recent roles I owned end-to-end client relationships and onboarding, achieved a 95% first-contact resolution rate, and increased customer satisfaction by 20%. I have managed large account portfolios, reduced churn using CRM insights, and maintained strict regulatory compliance while guiding clients through underwriting and policy issuance.

Experience

Work history, roles, and key accomplishments

Client Success Manager

Amplify Life Insurance

Jan 2024 - Jan 2025 (1 year)

Owned end-to-end client relationships and onboarding, achieving a 95% first-contact resolution rate and increasing customer satisfaction by 20%. Drove retention through proactive outreach and cross-functional coordination.

Customer Retention Onboarding Customer Satisfaction Escalation Management Cross Functional Collaboration KPI Tracking

Retention Specialist

Insurance Supermarket Inc.

Jan 2022 - Jan 2024 (2 years)

Managed large account portfolios and reduced churn using CRM insights while maintaining strict regulatory compliance. Focused on renewals, upsell opportunities, and customer advocacy.

Renewals Upsell CRM Regulatory Compliance Customer Advocacy Account Management

Life Insurance Agent

PolicyGenius

Jan 2021 - Jan 2022 (1 year)

Guided clients through underwriting and policy issuance, ensuring compliant documentation and improving policy completion rates. Provided consultative support to match client needs with products.

Underwriting Policy Issuance Consultation Sales CRM Cross Selling

Customer Service Representative

PNC Financial

Resolved complex banking inquiries and supported customers with account services, improving issue resolution and customer satisfaction. Handled escalations and cross-sell opportunities.

Customer Service Banking Operations Escalation Management Cross Selling CRM Compliance

Patient Access Representative

UPMC

Managed registration, scheduling, and insurance verification to streamline patient intake and reduce administrative delays. Ensured accurate insurance capture and patient data integrity.

Registration Scheduling Insurance Verification Patient Intake Compliance Customer Service