Alex Traconis
Burlington,North Carolina
Summary
Hardworking leader experienced and dedicated to enhancing employee and client satisfaction and business success through strong relationship and problem solving skills. Adept creating plans based on clients goals. Dedicated to contributing my experience to the growth and success of my employer and clients.
Overview
10
10
years of professional experience
Work History
Customer Service Representative
The Insurance Store
Remote
08.2020 - Current
- Manage a book of business that generates 2 million dollars annually.
- Ensured computer systems and software was backed up daily for security and performance.
- Main point of contact for client questions, concerns, and updates.
- Manage workflows from start to finish from client onboarding through ongoing support.
- Process renewals for book of business and assist in updating policies based on need.
- Facilitate account changes for between policy holders and insurance companies.
- Prepare and generate hundreds of insurance policies and certificates per month.
- Mentor new and existing coworkers on how to process insurer updates and requests.
- Process claims requests between insurers and adjusters.
- Generate new and recurring business for the company as part of my book.
- Recognized as employee of the month on four times out of hundreds of employees.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Cultivated long-term relationships with key stakeholders in assigned accounts, fostering trust and loyalty among clients.
- Streamlined internal processes for better efficiency in account management tasks.
- Maintained up-to-date customer records, facilitating accurate invoicing and prompt payment receipt.
- Reduced the number of overdue invoices for improved cash flow management.
- Maintained accurate records of all financial transactions, ensuring compliance with company policies and procedures.
Shipping and Receiving Manager
Wilson Creek Winery
02.2019 - 07.2021
- Managed inventory of wine for in-house and shipment.
- Facilitated the setup of weddings and events ranging from 10-200 attendees.
- Mentored colleagues to efficiently serve guests during large events.
- Worked personally with clients to answer questions and set up events in a manor that best suited their specific event.
- Processed thousands of fragile packages in an efficient manner.
- Operated forklifts, lift trucks, and hand trucks to move items around warehouse.
- Created effective communication channels between warehouse staff, management, and customers to address concerns promptly and maintain smooth operations.
Shipping and Receiving Production Manager
Tyco Electronics
Temecula, CA
10.2018 - 02.2019
- Received and unloaded large scale shipments using pallet jacks and forklifts.
- Monitored equipment to ensure it was functioning up to safety regulations.
- Documented shipments into SAP and incorporated equipment into inventory with documentation.
- Served as a training specialist to onboard new employees on proper procedure and protocol.
- Assisted as a production technician to ensure computer systems and shipping systems were working properly.
- Prepared various aircraft equipment for shipment.
- Documented manufacture date and information.
- Optimized warehouse layout for efficient product flow from receiving to shipping areas, minimizing wasted time in transit between locations.
- Conducted counts and audits of inventories to identify and resolve discrepancies in records.
- Supervised warehouse staff, providing training and guidance to improve overall performance.
Cleaning Technician/Crew Leader
Wadley's Services
04.2017 - 04.2018
- Washed windows, blinds, and rain gutters for commercial and residential properties.
- Power washed both residential and commercial structures using ladders, man-lifts, power washers and associated equipment.
- Maintained and organized company vehicle and all equipment for safe and most efficient use.
- Ensured customer satisfaction through performance and customer engagement.
- Organized team to complete jobs to customer satisfaction and company standards.
- Processed payments and generated invoices.
Shipping Specialist
Partners In Leadership
12.2014 - 12.2016
- Coordinated and printed educational materials.
- Managed and maintained inventory of printed materials on SCOUT.
- Generated accurate shipping labels and ensured correct materials prepared and correctly packaged for shipment.
- Created logs on Excel for accurate tracking.
- Communicated with account executives to ensure order accuracy and with end customer to ensure complete customer satisfaction.
- Execution of export documentation for global shipments.
- Maintained requirements for shipments originating in the US to other destinations
Education
Business Management
BYU
IdahoGeneral Education – Diploma
High School diploma
Skills
- Communication and organization
- Leadership
- Accounts receivable
- Accounts payable
- Customer satisfaction
- Troubleshooting equipment
- Training
- Payment processing and invoicing
- Microsoft Office suite
- Certificate generation
- Shipping and inventory programs (SAP and SCOUT)
- Account management
Accomplishments
- Employee of the month four times out of hundreds of employees
Community Achievement
Eagle Scout – Boy Scouts of America
References
- CJ Burkhart, (832) 330-5602
- Gordan Treadway, (916) 730-2249
- Burke Johansen, (801) 885-2362
Timeline
Customer Service Representative
The Insurance Store
08.2020 - Current
Shipping and Receiving Manager
Wilson Creek Winery
02.2019 - 07.2021
Shipping and Receiving Production Manager
Tyco Electronics
10.2018 - 02.2019
Cleaning Technician/Crew Leader
Wadley's Services
04.2017 - 04.2018
Shipping Specialist
Partners In Leadership
12.2014 - 12.2016
General Education – Diploma
High School diploma
Business Management
BYU