Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Personal Information
Certification
Timeline
Generic

Caleb Berkwitt

Surprise,AZ

Summary

Seasoned Operations Manager and talented leader with 14 years of experience applying exceptional planning and problem-solving abilities toward enhancing business plans and day-to-day activities. Results-driven and resilient in developing teams while improving processes and increasing productivity. Bringing solid understanding of industry trends, excellent communication skills, talent for spotting areas in need of improvement and implementing changes with strategic approach.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Retirement Operations Manager

U.S. Money Reserve
10.2022 - Current
  • Implemented exit strategies for clients to transition out of specific investments
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Led training of new hires to fulfill business requirements.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Facilitated smooth collaboration between departments through clear communication channels.
  • Introduced new methods, practices, and systems to reduce turnaround time.
  • Spearheaded process improvements, resulting in increased productivity and reduced operational costs.

Account Executive

U.S. Money Reserve
03.2022 - 10.2022
  • Sold precious metals as a tangible tool to diversify client’s liquid assets
  • Analyzed financial needs of clients and developed tailored strategies to meet goals
  • Gained understanding of goals, objectives & processes to meet client and business needs
  • Executed successful sales strategies to convert leads into reoccurring clients
  • Employed proactive and collaborative approaches to strengthen relationships and manage customer needs.
  • Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
  • Qualified leads, built relationships and executed sales strategies to drive new business.
  • Maintained up-to-date knowledge on product offerings, ensuring accurate representation during sales pitches or negotiations with clients.

Life Insurance Agent

PHP Agency Inc.
10.2020 - 03.2022
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.

Student Success Manager

Colorado Technical University
12.2020 - 03.2022
  • Ensured students exceeded their academic goals throughout their educational career
  • Provided student development and academic counseling
  • Identified at-risk student scenarios and highlight opportunities for academic success and development.
  • Managed and motivated students to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.

Sales Representative

La-Z-Boy Home Furnishings & Décor
05.2016 - 08.2018
  • Generated additional sales opportunities with upselling and cross-selling techniques.
  • Expanded customer base through cold calling, networking, and relationship building.
  • Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
  • Used customer insights to develop innovative sales strategies to increase sales.
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
  • Developed tailored solutions in response to unique customer needs, increasing overall satisfaction rates.

Assistant Manager

In-N-Out Burger
06.2010 - 05.2016
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Maintained a clean, safe, and organized store environment to enhance the customer experience.
  • Developed strong working relationships with staff, fostering a positive work environment.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Oversaw daily cash reconciliations, ensuring accurate financial reporting and minimizing discrepancies.
  • Helped with planning schedules and delegating assignments to meet coverage and service demands.
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.

Education

MBA - Finance

Colorado Technical University
Colorado Springs, CO
04.2022

Bachelor of Science - Psychology

Grand Canyon University
Phoenix, AZ
04.2016

Skills

  • Time Management
  • Adaptable
  • Operations Management
  • Data Management
  • MS Office
  • Interpersonal Communication
  • Process Improvement
  • Customer Relationship Management (CRM)
  • Workforce Management (WFM)
  • Employee relations and conflict resolution

Accomplishments

  • Promoted to Sr Operations Manager after 1.5 years with the company.

Personal Information

Title: Operations Manager

Certification

  • Life Insurance License - Current

Timeline

Retirement Operations Manager

U.S. Money Reserve
10.2022 - Current

Account Executive

U.S. Money Reserve
03.2022 - 10.2022

Student Success Manager

Colorado Technical University
12.2020 - 03.2022

Life Insurance Agent

PHP Agency Inc.
10.2020 - 03.2022

Sales Representative

La-Z-Boy Home Furnishings & Décor
05.2016 - 08.2018

Assistant Manager

In-N-Out Burger
06.2010 - 05.2016

MBA - Finance

Colorado Technical University

Bachelor of Science - Psychology

Grand Canyon University

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Caleb Berkwitt