Michael Trapani
Head of Investor Relations @ Urban Catalyst
About
I’m an ops and cx leader with a strong foundation in sales and capital raising. I’ve led teams across fintech, insurance, and real estate, building sales and service systems that boost retention, streamline operations, and drive results. My work often involves high-trust client relationships, and I bring a practical, people-first approach to solving complex challenges. Outside of work, I’m into fantasy fiction, LARPing, and spending time with family.
United States
Saratoga
Real Estate
Cross-functional Coordination, Account Management, Escalation Resolution, Creative Problem Solving, Sales, Property and Casualty Insurance, Leadership, Cross-functional Collaborations, Analytical Skills, Strategic Planning, Change Management, Coaching, Microsoft Excel, Microsoft Word, PowerPoint, Interpersonal Skills, General Computer Use, Multitasking, Linel, Vidsys
Experience

Account Management Team Lead
San Francisco Bay Area
[Formerly Gabi Personal Insurance, acquired by Experian Oct. 2021] ∙ Lead a high performing team with a focus on customer retention by exciting and delighting our customers through phone, chat, email, and Gabi Product enhancements; maintaining an industry leading 96% CSAT, 92 NPS, and 93% YoY Policy Renewals ∙ Reports to the Director of Customer Experience, and is responsible for developing tactical and strategic initiatives to drive customer retention in line with company OKR and KPI expectations ∙ Developed and executed A/B tests cross functionally with Marketing, Analytics, and Engineering to measure the impact of automated versus personal interaction with cancelling customers that lead to process improvement ∙ Piloted an NPS and CSAT initiative in the Account Management Team that drove a 65% increase in NPS response rates from customers ∙ Partnered with Product, Marketing, Engineering, and Gabi Poland teams to implement a strategic customer policy renewal project driving a 2.5% increase in customer renewals YOY ∙ Coordinated with partner business unit in Poland to assist in developing and managing the Account Management Team’s quality control, maintaining a quality score of 94%.

Account Management Team Lead
San Francisco, California, United States
∙ Lead a high performing team with a focus on customer retention by exciting and delighting our customers through phone, chat, email, and Gabi Product enhancements; maintaining an industry leading 96% CSAT, 92 NPS, and 93% YoY Policy Renewals ∙ Reports to the Director of Customer Experience, and is responsible for developing tactical and strategic initiatives to drive customer retention in line with company OKR and KPI expectations ∙ Developed and executed A/B tests cross functionally with Marketing, Analytics, and Engineering to measure the impact of automated versus personal interaction with cancelling customers that lead to process improvement ∙ Piloted an NPS and CSAT initiative in the Account Management Team that drove a 65% increase in NPS response rates from customers ∙ Partnered with Product, Marketing, Engineering, and Gabi Poland teams to implement a strategic customer policy renewal project driving a 2.5% increase in customer renewals YOY ∙ Coordinated with partner business unit in Poland to assist in developing and managing the Account Management Team’s quality control, maintaining a quality score of 94%.

Senior Account Manager
San Francisco Bay Area
∙ Work with a 15,000+ customer book size to assist in servicing, cross-selling, and advising on insurance policies. ∙ Reach and exceed monthly customer retention goals consistently through cross-selling, and customer servicing activities. ∙ Designed, implemented, and oversaw company book audit that reviews 1000+ policies per month, ensuring all new business policies are sold accurately and correctly. ∙ Handled all escalated customer issues and ensured that the customer had a positive experience even in complex scenarios

Account Manager
San Francisco, California
∙ Work with a 15,000+ customer book size to assist in servicing, cross-selling, and advising on insurance policies. ∙ Reach and exceed monthly customer retention goals consistently through cross-selling, and customer servicing activities. ∙ Designed, implemented, and oversaw company book audit that reviews 1000+ policies per month, ensuring all new business policies are sold accurately and correctly. ∙ Handled all escalated customer issues and ensured that the customer had a positive experience even in complex scenarios

Licensed Insurance Agent
San Rafael, California
-Provided Life, Home, Auto, and Earthquake quotes to prospective and current customers. -Assisted customers with new and ongoing Home and Auto claims, ensuring that the claim moved along promptly. -Helped customers by servicing their accounts, all to be sure that they were receiving the correct amount of coverage at the best value. -Always maintained highest level of customer service by quickly resolving any customer issues, ensuring quality communication with customers to mitigate confusion, and being empathetic to customer needs.

GSOC Operator
Cupertino, CA
-Acted as central node of client security operations; handling multiple emails and phone calls per day -Managed access control, tracked radio traffic, performed threat assessments of ongoing operations -Compiled reports of day to day occurrences, and assisted with any other operational needs as decided by the client -Worked in a small team delegating tasks to one another ensuring all incoming information was assessed and acted upon

Security Officer
El Camino Hospital, Mountain View
-Coordinated with hospital staff regarding patient needs -Worked in high stress situations that demanded excellent communication skills, as well as adaptability to changing conditions -Trained new hires on computer programs used, and proper protocol -Provided the highest level of professionalism and customer service during interactions with all persons in any given situation

Manager
Sacramento Area, California
-Handled store keys, safe codes, and alarm codes at multiple restaurant locations (Folsom, Roseville, Citrus Heights) -Coordinated restaurant operations at multiple store locations by managing employees, inventory, and store earnings -Assisted in the opening of a new store location by taking part in the hiring process, training new hires, and general restaurant preparation
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