Summary
Overview
Work History
Education
Skills
Timeline
Generic

Dakshesh Patel

North Caldwell

Summary

Accomplished professional with 30 years of experience as owner and manager of a 7-11 retail store, coupled with 8 years as a successful Farmers Insurance agent. Proven expertise in overseeing store operations, driving revenue growth, and ensuring exceptional customer satisfaction. Demonstrated ability in strategic business development, marketing, and effective team management. A results-oriented leader with a strong commitment to operational excellence and client-centric service. Eager to contribute skills and experience to a dynamic organization.

Overview

29
29
years of professional experience

Work History

Retail Store Owner

7-eleven
05.1995 - Current
  • Increased customer satisfaction by implementing innovative store layout and design.
  • Expanded product offerings for enhanced customer experience by conducting thorough market research and trend analysis.
  • Develop and create marketing plans to increase revenue, customer base, overall sales, and name recognition.
  • Train employees and increased business revenues by over 7% annually.
  • Categorize the monthly P & L statements to locate product or service deficiencies and to maximize their value.
  • Created and developed a customer base by attending or visiting weekly networking groups, meeting with various business owners, and promoting brand awareness through presentation and elevator speeches.
  • Performed bookkeeping tasks, provided customer service and sales support, generated sales reports, processed payroll, managed staff, and oversaw inventory.
  • Created marketing/promotion plans, designed promotional materials, planned events, designed and set up product displays.
  • Organized convention displays, handled private event coordination and planning, booked talent for events, worked with publishers, publicists, and authors for a book signing events, managed social media efforts, executed community outreach efforts, and managed event catering.

Insurance Agent

Farmers Insurance Agency
03.2014 - 03.2021
  • Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
  • Expanded client base by actively prospecting for new business opportunities and generating referrals
  • Called on policyholders to deliver and explain policy, to analyze insurance program and suggest additions or changes.
  • Directly managed four employees.
  • Calculated premiums and establish payment method.
  • Customized insurance programs to suit individual customers, often covering a variety of risks.
  • Sold various types of insurance policies, including automobile, fire, life, property, medical and specialized policies such as marine.
  • Interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.
  • Sought out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.

Education

Associate of Science - Construction Engineering

Essex County College
Newark, NJ
06.1995

Skills

  • Social Media Marketing
  • Store Layout Design
  • Financial Management
  • Inventory Management
  • Sales Management
  • Retail Administrative Responsibilities
  • Inventory Control
  • Insurance Management
  • Networking Abilities
  • Team Leadership
  • Staff Management
  • Business Planning

Timeline

Insurance Agent

Farmers Insurance Agency
03.2014 - 03.2021

Retail Store Owner

7-eleven
05.1995 - Current

Associate of Science - Construction Engineering

Essex County College

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Dakshesh Patel