ANDREW J. MORTENSON
Colorado Springs,CO
Overview
9
9
years of professional experience
Work History
Insurance Professional (IP1) Sales and Service
USAA
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
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.
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
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
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
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