Daisy Cruz
Houston,TX
Summary
Client-focused Business Manager offering diverse experience in customer service, business management and project coordination. Quickly builds relationships with both new clients and business audiences. Quick-learning with excellent multi-tasking skills and mastery of new technology. Commended for innovation and creative problem-solving to address business challenges. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
Work History
Business Manager
Emerald Construction
Houston , TX
07.2020 - Current
- Communicated with customers and vendors positively with particular attention to problem resolution.
- Oversaw office operations for organization by processing vital documentation, obtaining insurance verification and authorization for services.
- Implemented automation strategies for office operations, correspondence management, schedule coordination and recordkeeping.
- Created, managed and executed business plan and communicated company vision and objectives to motivate teams.
- Reduced or eliminated different types of financial discrepancies by improving documentation and reporting accuracy for budget and operational controls.
- Oversaw and improved deliveries through proactive coordination of daily operations.
- Spearheaded business operations by consistently seeking methods to improve profitability through cost containment and revenue generation.
- Scheduled meetings with supervisors to identify business obstacles, establish financial goals and tailor products to individual markets
- Oversaw product delivery and shipping operations to reduce shipment turnaround times and streamline warehouse workflows
- Spearheaded recruitment and hiring process and compiled training materials for new and existing team members
- Enhanced and redefined organizational structure to maintain competitive edge across territories
- Anticipated financial impact from operational issues and worked with leadership to develop solutions
- Executed business plans to further strengthen and maximize territory sales and profits
- Improved business profits through innovative cost containment and revenue generation techniques
- Researched industry and marketplace trends to enhance sales techniques and meet customer needs
- Brought in new business connections and revenue generation opportunities by improving networking strategies
- Provided feedback on effectiveness of strategies, selling programs and initiatives and identified areas requiring improvement
- Oversaw and improved deliveries through proactive coordination of daily operations
Insurance Agent
Norma Koster Insurance Agency
Houston, TX
11.2015 - 07.2020
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Approached potential clients by using direct marketing mailings and phone contacts.
- Spent ample time with each customer, verbally reviewing and explaining documents for client comprehension.
- Sold auto, home, life and other various insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Obtained underwriting approval by completing application for coverage.
- Upsold additional products and services after identifying customer needs and requirements.
- Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation.
- Cultivated new business by offering presentations on financial well-being to individuals and groups on term and whole life insurance.
- Met with customers to provide information about available products and policies.
- Finalized sales and collected necessary deposits.
- Calculated premiums and established payment methods for sales.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
- Collected, analyzed and validated agency commissions.
- Identified and solicited sales prospects in agency databases.
- Collected premiums on or before effective date of coverage.
Education
High School Diploma -
Sam Houston High School
Houston, TX05.2007
Skills
- Verbal and Written Communication
- Policy Development and Enforcement
- Finance and Accounting Oversight
- Human Resources Oversight
- Sales Tracking
- Performance Monitoring and Evaluation
- Business Leadership
- Records Organization and Management
- Recruiting and Hiring
- Sales and Marketing
- Management Training
- Customer Service
- Strategic Initiatives
- Money Handling
- Analytical Thinking
- Data Confidentiality
- Risk Assessment and Management
- Coaching and Mentoring
- Database Maintenance
- Office Supplies and Inventory
- Accounts Payable and Receivable
- Workforce Management System Software
- Profit and Loss Reporting
- Office Reception
- Documentation
Timeline
Business Manager
Emerald Construction
07.2020 - Current
Insurance Agent
Norma Koster Insurance Agency
11.2015 - 07.2020
High School Diploma -
Sam Houston High School
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