Summary
Overview
Work History
Education
Skills
Timeline
Generic

DEREK SAMPLE

CYPRESS,TX

Summary

Resourceful and skilled with a diverse background. Delivers consistent results by skillfully handling processes and filling multiple roles. Tech-savvy and fluent with many different applications. Motivated business professional bringing 22 years of entrepreneurial experience. Dedicated and personable with extensive experience in managing administrative and sales operations and personnel. Well-versed in training, educating, motivating, and supporting staff members. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

29
29
years of professional experience

Work History

Insurance Agency Owner

Independent Agency
05.2002 - Current
  • Interviewed prospective clients to gather information on financial needs and discuss existing coverage.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Offered policy guidance and management to promote asset protection.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Engaged customers and provided high level of service by carefully explaining details about documents.
  • Analyzed customer needs and provided best options, upselling products and services.
  • Explained features, advantages and disadvantages of various policies to promote sale of insurance plans.
  • Communicated with clients by phone and email to answer questions and offer services.
  • Supported customers with individualized support and broad knowledge of company products to bring targeted services to individuals with varying needs.
  • Reached out to potential clients to schedule appointments.
  • Evaluated and pursued sales leads obtained through direct referrals, networking, marketing, cold-calling and lead databases
  • Kept thorough records of customer details and previous sales.
  • Closed sales on new policies by presenting insurance options to customers accurately and efficiently.
  • Developed comprehensive insurance policies tailored to clients'' unique needs, resulting in increased satisfaction and loyalty.
  • Conducted periodic reviews of clients'' insurance portfolios to identify gaps in coverage and offer appropriate solutions.
  • Continuously updated industry knowledge through ongoing professional development activities, staying current on relevant trends and best practices.
  • Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
  • Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
  • Delivered informative presentations at community events to educate potential customers about available insurance products and services.

Assistant Manager

Sprint PCS, Mobile Telephone Company
08.2001 - 05.2002
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Enforced company policies consistently while handling disciplinary actions when necessary with fairness and respect.
  • Facilitated clear communication between employees and upper management through regular meetings and updates.
  • Monitored sales trends to adjust pricing strategies accordingly for optimal profitability.
  • Increased sales through effective merchandising strategies and targeted promotions.
  • Supervised day-to-day operations to meet performance, quality and service expectations.
  • Developed strong working relationships with staff, fostering positive work environment.
  • Boosted employee morale by recognizing outstanding performance and celebrating team accomplishments.
  • Collaborated with management team to develop strategic plans for business growth and improvement.
  • Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.

Branch Manager

Enterprise Rental Car
06.1995 - 08.2001
  • Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
  • Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
  • Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
  • Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
  • Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
  • Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.

Education

BBA - Management Information Systems

Prairie View A & M University
Prairie View, TX
05.1995

Skills

  • Reporting and documentation
  • Team building
  • Computer skills
  • Critical thinking
  • Data management
  • Conflict resolution
  • Reliable and trustworthy
  • Customer Service
  • Professional Networking
  • Business marketing

Timeline

Insurance Agency Owner

Independent Agency
05.2002 - Current

Assistant Manager

Sprint PCS, Mobile Telephone Company
08.2001 - 05.2002

Branch Manager

Enterprise Rental Car
06.1995 - 08.2001

BBA - Management Information Systems

Prairie View A & M University
DEREK SAMPLE