Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Diego Castro

Diego Castro

Tampa,FL

Summary

Driven and tech-savvy professional with a proven track record in customer service and CRM software management, notably at Lincoln Heritage. With 5+ years of customer service experience and retail, also excelled in new client acquisition and workflow optimization, enhancing team efficiency and client satisfaction. Demonstrated exceptional reliability and adeptness in fast-paced environments, achieving significant improvements in employee relations and client retention.

Overview

6
6
years of professional experience

Work History

Insurance Agent

Lincoln Heritage
06.2024 - Current
  • Maintained high standards of customer service by building relationships with clients and seeing 20+ clients daily
  • Responded to customer calls swiftly to resolve issues and answer questions.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Determined client needs and financial situations by listening and scheduling fact-finding appointments.
  • Utilized CRM software to manage client relationships.

Transaction Coordinator's Assistant

Self-employeed
01.2024 - 05.2024
  • Operated computers programmed with accounting software to record, store and analyze information.
  • Proved successful working within tight deadlines and fast-paced environment.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Investigated and resolved over 10+ rental inquiries with billing and invoicing.
  • Reconciled and recorded receipts, incoming cash, and other fiscal transactions.

Assistant Supervisor

Amscot - The Money Superstore
01.2023 - 12.2023
  • Supported Supervisor by preparing production reports and collating quality documentation.
  • Maintained clean and well-organized production areas to avoid violations or unnecessary work delays due to hazards or inefficient layouts
  • Revised work practices to improve efficiency, boost quality and meet production goals.
  • Set overall vision and provided team leadership.
  • Defined clear targets and objectives and communicated to other team members.

Wok Chef

Bento Asian Kitchen Cuisine
06.2021 - 11.2022


  • Delivered meals made from high-quality ingredients using attractive plating techniques.
  • Chopped vegetables and cut meat to prepare for dinner hour.
  • Prepared sauces and garnishes to complement sauteed menu items.
  • Sauteed and seasoned meats, pastas and vegetables to customer taste preference.
  • Handled and stored food to eliminate illness and prevent cross-contamination.
  • Ability to communicate concerns and improvements for the team

Team Leader

Chick-fil-A
04.2019 - 04.2021
  • Established open and professional relationships with team members to achieve quick resolutions for various issues.
  • Developed effective improvement plans in alignment with goals and specifications.
  • • Always shows up on time and leaves late if necessary
  • • Understand instructions in a quick paced environment
  • • Emotional intelligence while dealing with customers

Education

High School Diploma -

Penn Foster Career School
Scranton, PA
05.2021

Skills

  • Customer Service
  • New Client Acquisition
  • CRM Software
  • Deadline Adherence
  • Workflow Optimization
  • Employee Relations
  • Tech Savvy
  • Adept/Capable
  • Reliable
  • Self-Development

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Timeline

Insurance Agent

Lincoln Heritage
06.2024 - Current

Transaction Coordinator's Assistant

Self-employeed
01.2024 - 05.2024

Assistant Supervisor

Amscot - The Money Superstore
01.2023 - 12.2023

Wok Chef

Bento Asian Kitchen Cuisine
06.2021 - 11.2022

Team Leader

Chick-fil-A
04.2019 - 04.2021

High School Diploma -

Penn Foster Career School

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Diego Castro