Summary
Overview
Work History
Education
Skills
Timeline
Generic

Scott Baca

Fort Collins,CO

Summary

Dedicated and knowledgeable customer service professional with extensive experience for meeting company goals and metrics utilizing consistent and organized practices. Committed service associate with proven ability to effectively manage customer inquiries, provide accurate information and ensure customer satisfaction. Excellent communication and problem-solving skills for providing customers with best possible service. Skilled in working under pressure and adapting to new situations. Articulate, energetic and results-oriented with passion for developing relationships, cultivating partnerships and growing businesses.



Overview

20
20
years of professional experience

Work History

Assistant Store Manager

Mattress Firm
12.2018 - 05.2023
  • Managed opening and closing procedures.
  • Day to day operations including selling products offered in store and online, weekly inventory, scheduling deliveries, processing in store and online orders and accepting payments.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maintained positive customer relationships by responding quickly to customer inquiries via person to person interaction, telephone, and online chat.
  • Coached sales associates in product specifications, sales incentives, and selling techniques.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.

Service Associate

State Farm Insurance
12.2017 - 12.2018
  • Sold auto, home, life, and other various insurance products to individuals using consultative selling techniques.
  • Sought out new clients and developed client relationships through networking, direct referrals, lead databases, internet leads, and cold calling.
  • Generated quotes and proposals for current and potential clients to match individual needs.
  • Scheduled appointments with current and potential clients and reviewing their policies
  • Registered customer information on database to enable tracking history and maintain accurate records.
  • Processed payments for client premiums.
  • Interacted daily with clients via telephone, internet, and organization's CRM chat application.
  • Obtained Property, Casualty, Life and Health insurance licenses.

Senior Service Associate

Oppenheimer Funds Distributor
01.2006 - 01.2017
  • Processed purchases, sales, exchanges and routine account maintenance for investors and advisors.
  • Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
  • Worked with retail, retirement and 529 educational savings accounts
  • Worked with web development team in maintaining and improving organizations internal website. Assisted in trouble shooting issues for clients and advisors within our website.
  • Participated in launching companies first remote work force team.
  • Obtained Series 6 license.

Service Associate

Janus Funds
01.2005 - 01.2006
  • Processed account maintenance and transactions for investors and advisors for retail and retirement accounts
  • Discussed financial options with clients and provided informed suggestions.
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Documented and detailed calls and complaints using call center's CRM database.

Sales Associate

Sleep Train Inc
01.2003 - 01.2004
  • Day to day store operations including selling mattresses and bedding accessories, accepting vendors orders, maintaining clean and safe showroom,
  • Accurately processed POS transactions, returning coin, currency, payment cards, and receipts to customers.
  • Answered customer questions about products and services to assist them in their purchasing decision.
  • Provided exceptional services and pleasant shopping experiences to retail customers.

Education

BBA - Business Management

CSU Global
Aurora, CO
03.2019

Some College (No Degree) - Business Marketing

Fort Lewis College
Durango, CO

Graduate -

Rocky Mountain High School
Fort Collins, CO
1993

Skills

  • Diverse business experience including coursework, as well as sales
  • Business management coursework Eleven years' experience, as senior service associate for multiple finance companies
  • Held Series 6 License from 2006-2017 Additionally held insurance licenses in property, casualty, life and health
  • Product and Service Sales
  • Professional and friendly attitude, with outstanding communication skills
  • Able to multi-task and operate multiple web-based applications simultaneously
  • Client Rapport-Building
  • Able to work independently or in team environment

Timeline

Assistant Store Manager

Mattress Firm
12.2018 - 05.2023

Service Associate

State Farm Insurance
12.2017 - 12.2018

Senior Service Associate

Oppenheimer Funds Distributor
01.2006 - 01.2017

Service Associate

Janus Funds
01.2005 - 01.2006

Sales Associate

Sleep Train Inc
01.2003 - 01.2004

BBA - Business Management

CSU Global

Some College (No Degree) - Business Marketing

Fort Lewis College

Graduate -

Rocky Mountain High School
Scott Baca