ANDREW J. MORTENSON
Colorado Springs,CO
Overview
9
9
years of professional experience
Work History
Insurance Professional (IP1) Sales and Service
USAA
Colorado Springs, CO
02.2023 - Current
- Expertly provides service to members through phone channel, utilizing USAA best practices to ensure mission accomplishment for every interaction
- Exceeds standards for technical and compliance accuracy in servicing and issuing property and casualty insurance, minimizing risk. Provides correct solutions to members, contributing to their financial security
- Dedicated to development of Colorado Springs Jeffris and Beauchamp district- providing coaching, y-cording, and mentorship to other IPS, and facilitating team growth through facilitated discussion in team meetings and contribution to team chat
- Selected for Subject Matter Expert assignment 8/2024-3/2025
- Assisted L&D with instruction and onboarding of advanced IPs; leading facilitation and onboarding classes according to L&D’s quality standards.
- Coordinated with Enterprise Privacy specialists with Data Incident handling and remediation. Also contributed to Data Incident reporting process improvement, SME team process improvements
- Proctor for Continuing education for CO office
Mechanic/Store Supervisor
Routes Outfitter
Colorado Springs, CO
05.2020 - 01.2024
- Diagnosed issues with, repairs and maintains customer pedal bikes of all types
- Maintained current proficiencies in mechanical maintenance and repair techniques
- Overs store operations at store location on weekends: opening and closing store, operating register, rental and service management software, and servicing
Scheduler, Inventory Shipping and Receiving, Sales Associate
Tops In Stone, Inc.
Colorado Springs, CO
01.2021 - 06.2022
- Coordinated daily work crew schedule for multiple counter install crews and customers daily
- Expertly tailored customer projects from the estimate process to installation of countertops for both private residences and commercial buildings
- Developed and maintained inventory management systems to facilitate efficient usage of company resources, optimizing cost savings and minimizing shortages
Bartender
Trails End Taproom
Colorado Springs, CO
05.2018 - 02.2021
- Performed duties in front of house. Maintained bar area and monitored guest alcohol consumption in accordance with state and federal laws
- Trained new staff on bartending techniques, customer interaction, and operational standards.
- Provided exceptional customer service, fostering positive guest experiences and repeat business.
- Contributed to a positive work environment through effective teamwork and communication with colleagues.
Swim Instructor
Mermaid Cove Swim School
Colorado Springs, CO
12.2017 - 01.2019
- Developed tailored lesson plans to meet individual student needs and skill levels
- Promoted a fun learning environment through engaging activities and games designed to reinforce essential swimming skills
- Successfully advanced multiple students from basic water safety and technique to more advanced strokes over the course of several months
Administrative Assistant
Sean O’Donnell M.D. Family Practice
Colorado Springs, CO
08.2016 - 11.2017
- Coordinated medical records management, ensuring compliance with HIPAA regulations.
- Managed patient scheduling and appointment confirmations to enhance operational efficiency.
- Trained new staff on office protocols and software systems to ensure consistent operations.
- Collaborated with health portal technician to improve health portal accessibility for both patients and fellow staff members
Education
Associates - Business
Pikes Peak Community College
01.2019
Bachelor's - Data Science
University of Maryland
01-2027
Skills
- Experienced mentor and coach Provides individualized, professional, and friendly instruction that produces excellence
- Excellence in customer service An elite and driven professional
- Proven, strong problem-solver that understands and balances the needs of multiple stakeholders
- Dependable and responsible Takes ownership even when it is difficult to do so
- Critical thinker who is resourceful with tools to make sound, logical, and definitive decisions
- Excellent verbal and written communicator and presenter
Timeline
Insurance Professional (IP1) Sales and Service
USAA
02.2023 - Current
Scheduler, Inventory Shipping and Receiving, Sales Associate
Tops In Stone, Inc.
01.2021 - 06.2022
Mechanic/Store Supervisor
Routes Outfitter
05.2020 - 01.2024
Bartender
Trails End Taproom
05.2018 - 02.2021
Swim Instructor
Mermaid Cove Swim School
12.2017 - 01.2019
Administrative Assistant
Sean O’Donnell M.D. Family Practice
08.2016 - 11.2017
Associates - Business
Pikes Peak Community College
Bachelor's - Data Science
University of Maryland