Julianne Kaplani

Client Success Manager at Source Advisors

Role
Client Success Manager at Source Advisors
Location
Detroit, MI, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Julianne Kaplani

For more than two decades, my career has centered on one core belief: the right people…

Experience

  1. Client Success Manager

    Source Advisors

    Jan 2024 — Present · Detroit, MI, US

Education

  • University of Michigan-Dearborn

    Master of Business Administration - MBA, Business Administration, Management and Operations

  • University of Michigan - Ann Arbor

    Bachelor's degree, Anthropology

  • University of Michigan

    Bachelor of Science (B.S.), Physical and Biological Anthropology

    1998 — 2002

Skills

  • Property & Casualty Insurance
  • Personal Insurance
  • Customer Service
  • Marketing
  • Travel Planning
  • Insurance
  • Project Coordination
  • Management
  • Team Building
  • Small Business
  • Account Management
  • Commercial Insurance
  • Microsoft Office
  • Sales
  • Research
  • Leadership
  • Strategic Planning
  • Microsoft Word

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Julianne Kaplani — Client Success Manager at Source Advisors in Detroit, MI, US | Unifers