Dalton McDonnell
Wenatchee
Summary
Insurance Agent with 16 years of extensive expertise in customer service and vendor management, known for optimizing inventory management and implementing safety procedures. Demonstrates a proactive approach in fostering strong supplier relationships and ensuring accuracy in data entry and scanning processes. Passionate about delivering exceptional service and achieving results through meticulous attention to detail and deadline-oriented strategies.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
CPW Insurance
12.2024 - Current
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases, and cold calling.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold auto and home insurance products to individuals and affinity groups within assigned territory using consultative selling techniques.
- Generated quotes and proposals for clients to match individual needs.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Finalized sales and collected necessary deposits.
- Met with prospective clients to discuss insurance needs and provide solutions.
Parts Specialist
All Seasons RV
03.2020 - 08.2024
- Manage receiving operations, streamline inventory processes, and optimize warehouse efficiency
- Implement new tracking system, reducing errors and improving accuracy
- Coordinate with suppliers, negotiate contracts, and ensure timely delivery of RV parts
- Foster strong relationships, resulting in improved supply chain reliability
- Conduct thorough quality checks on incoming shipments, maintaining high standards
- Implement rigorous inspection protocols, significantly reducing defective parts
- Fostered strong teamwork in fast-paced environment
- Coordinated with logistics team to optimize shipping processes, resulting in quicker turnaround times and increased customer satisfaction
- Maintained meticulous inventory records, ensuring accuracy in stock levels
- Conducted regular audits, identifying and resolving discrepancies promptly to minimize losses
- Tracked parts use and charged items to customer accounts for billing.
- Issued parts to technicians to complete customers' repairs.
- Served customers in-store and by telephone to answer questions and place orders.
- Worked with vendors to place new orders, handle shortage and resolve defective parts issues.
- Meticulously managed inventory levels, optimizing stock rotation and minimizing waste to achieve substantial cost reductions and improve cash flow
Warehouse Associate
Wilbur Ellis
03.2019 - 04.2019
- Prepared orders for shipment by picking, packing, and labeling merchandise.
- Consistently lifted materials weighing as much as 60 pounds.
- Worked safely around moving machinery.
- Performed inventory control, such as counting, and stocking merchandise.
- Manually or mechanically loaded and unloaded materials from pallets, skids, platforms, cars, lifting devices, or other transport vehicles
- Surrounded items in cling film, padded blankets, and tape to protect from damage.
- Assembled pallets and crates for secure transportation of materials.
- Assisted in receiving, stocking and distribution of merchandise.
- Unpacked and repacked items in different quantities and configurations for shipment.
- Maintained clean, orderly work environment free of hazards.
Purchasing Manager
Local Tel
07.2013 - 07.2018
- Coordinated paperwork, updated spreadsheets, and maintained permanent records.
- Used proprietary software to authorize and monitor purchase orders and consumables.
- Sourced vendors, built relationships, and negotiated prices.
- Wrote standard operating procedures for department.
- Purchased new products and oversaw inventory stocking and availability.
- Progressed through various purchasing, warehousing and leadership roles.
- Cultivated strong relationships with vendors to maintain and improve levels of customer service.
- Scrutinized purchasing data to identify areas for improvement and cost savings.
- Established and maintained accurate records of purchases, pricing and payment terms.
- Monitored inventory levels and avoided shortages with timely replenishment of stock.
- Communicated regularly with suppliers to uphold accountability for quality standards and timely delivery of goods.
Customer Service Representative
ACE Hardware
08.2008 - 08.2012
- Delivered exceptional customer service, resolving complex issues and maintaining high satisfaction rates
- Implemented streamlined processes, reducing wait times and boosting efficiency
- Consistently exceeded sales targets by upselling relevant products
- Recognized for top performance in customer satisfaction surveys, contributing to store's reputation for excellence
- Fostered strong team relationships, sharing best practices and mentoring new hires
- Participated in cross-functional projects to improve store operations and customer experience
Education
High School -
Eastmont High School
East Wenatchee, WA06.2009
Skills
- Problem resolution
- Microsoft Office
- Deadline-oriented
- Data Entry
- Inventory management
- Vendor management
- Staff training
- Record keeping
- Research
- Customer service
- Safety procedures
- Windows
- Scanning
- Internet research
- Customer needs assessment
- Customer retention
- Licensed insurance agent
- New policy quotations
Additionalinformation
Windows 98, Windows 2000, Windows XP, Windows 7, Windows 10, Windows 11, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Outlook Express, Scanning Technology, Advanced Internet Research, PC, scanner, fax, digital camera, copier, laptop, printer, Attained, 10/24, Delivered exceptional customer service, resolving complex issues and maintaining high satisfaction rates., Implemented streamlined processes, reducing wait times and boosting efficiency., Consistently exceeded sales targets by upselling relevant products., Recognized for top performance in customer satisfaction surveys, contributing to store's reputation for excellence., Fostered strong team relationships, sharing best practices and mentoring new hires., Participated in cross-functional projects to improve store operations and customer experience.
Certification
- Licensed Insurance Agent/Broker (P&C) - Washington Department of Insurance.
Timeline
Insurance Sales Agent
CPW Insurance
12.2024 - Current
Parts Specialist
All Seasons RV
03.2020 - 08.2024
Warehouse Associate
Wilbur Ellis
03.2019 - 04.2019
Purchasing Manager
Local Tel
07.2013 - 07.2018
Customer Service Representative
ACE Hardware
08.2008 - 08.2012
High School -
Eastmont High School
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