David Uekert
Castle Rock,CO
Summary
Dynamic professional with a proven track record excelling in outside and inside sales strategy and customer service. Achieving a high client retention rate while generating leads and fostering relationships. Adept at logistics coordination and event planning, leveraging strong communication skills to drive team success and enhance customer experiences.
Overview
1
1
Certification
12
12
years of professional experience
Work History
Delivery Driver/Trainer
Luna Freight
Centennial, Colorado
09.2025 - Current
- Distributing packages to designated locations in a timely manner.
- Delivering goods promptly while adhering to traffic regulations to ensure safety and reliability.
- Utilizing GPS systems to optimize delivery routes efficiently.
- Maintained accurate delivery and vehicle inspection logs to ensure compliance and reliability.
- Loaded and unloaded freight while ensuring package safety.
- Managed customer inquiries to enhance satisfaction and resolve issues during deliveries.
Licensed Insurance Broker
Brightway Insurance, The Scheibe Agency
02.2021 - 09.2025
- Matched clients with appropriate carriers based on rate and coverage needs, achieving a 90% client retention rate through tailored recommendations.
- Exceeded monthly office and carrier quotas by 10-20%, ranking in top 15% of regional agents.
- Generated and qualified 50+ leads and referrals monthly through outbound cold/warm calls and in-person visits, contributing to a 15% increase in new policy sales.
- Reviewed 100+ client renewal policies quarterly, ensuring timely updates and maximizing client coverage value.
- Maintained up-to-date knowledge of Colorado state regulations and 20+ insurance products, ensuring compliance and providing informed client guidance.
- Provided exceptional customer service via phone, email, and text, maintaining a 4.8/5 average customer satisfaction score.
- Completed 24+ continuing education hours annually to maintain an active Colorado insurance license.
Membership and Event Coordinator
Castle Rock Chamber of Commerce
05.2018 - 02.2021
- Coordinated all aspects of Castle Rock Chamber events, from planning and promotion to execution and site restoration.
- Designed marketing campaigns that increased visibility for chamber business members.
- Maintained communication with new chamber members, providing guidance on maximizing benefits.
- Established partnerships with Douglas County businesses while leading a skilled team in community outreach initiatives
- Offered suggestions to tourists contacting the Castle Rock Chamber Visitor Center.
Customer Sales and Service - Inside Sales Representative
The CE Shop
04.2016 - 05.2018
- Delivered exceptional customer service by resolving inquiries and issues related to online real estate education products, maintaining a 95%+ customer satisfaction rating.
- Guided customers in navigating course offerings and licensing requirements, driving a 20% increase in course enrollments through consultative sales techniques.
- Partnered with internal teams to streamline support processes, cutting average response time by 30% and enhancing overall service efficiency.
- Leveraged CRM tools to track customer interactions and follow-ups, ensuring accurate documentation and personalized support across various communication channels.
Sales and Leasing Consultant
Planet Automotive
Golden, CO
03.2015 - 04.2016
- Advised customers on vehicle options and financing, driving achievement of monthly sales goals.
- Maintained detailed records of client interactions and follow-ups, ensuring effective communication through dealership CRM tools.
- Advised customers on vehicle options and leasing agreements.
- Conducted vehicle demonstrations for potential clients and buyers.
- Managed customer inquiries and resolved issues promptly.
Education
Bachelor's degree - Human Dimensions & Tourism
Colorado State University
Fort Collins, COSkills
- Self-motivation
- Customer service proficiency
- CRM software expertise
- Sales strategy planning
- Written and verbal communication
- Persuasive communication
- Leadership and collaboration
- Innovative teamwork
- Public speaking experience
Certification
Colorado Division of Insurance Property + Casualty Insurance License
Accomplishments
2024 Castle Rock Chamber of Commerce Volunteer of the Year Award
Timeline
Delivery Driver/Trainer
Luna Freight
09.2025 - Current
Licensed Insurance Broker
Brightway Insurance, The Scheibe Agency
02.2021 - 09.2025
Membership and Event Coordinator
Castle Rock Chamber of Commerce
05.2018 - 02.2021
Customer Sales and Service - Inside Sales Representative
The CE Shop
04.2016 - 05.2018
Sales and Leasing Consultant
Planet Automotive
03.2015 - 04.2016
Bachelor's degree - Human Dimensions & Tourism
Colorado State University