Dylan Leverett
Fort Worth,TX
Summary
Experienced supervisor successful at reducing costs, increasing productivity and maximizing customer satisfaction. Exceptional leader with strong communication and conflict resolution abilities. Three years of progressive leadership experience.
Overview
13
13
years of professional experience
Work History
Planning Associate
Optimized Insurance Planning
Northlake, TX
07.2024 - Current
- Guided financial advisor through insurance planning and created case designs for retirement planning.
- Created accurate annuity illustrations upon request.
- Helped with marketing initiatives.
- Set appointments for planning directors.
- Prepared accurate reports for senior leadership, highlighting key metrics and progress towards goals.
- Maintained a keen understanding of competitors offerings, identifying opportunities for differentiation within the market landscape.
- Participated in continuous professional development activities to stay current on best practices within the planning field.
- Utilized advanced software tools for data analysis and visualization, enabling informed decision-making based on robust information.
- Managed multiple projects simultaneously, demonstrating exceptional organizational skills and attention to detail.
- Data entry
- Various administrative tasks
Insurance Service Agent
Goosehead Insurance Agency
Westlake, TX
05.2023 - 07.2024
- Maintained well-developed relationships with customers and fellow employees using strong problem-solving and positive engagement skills.
- Answered incoming phone calls to articulate product value to prospective customers and support current policyholders.
- Documented customer interactions and transactions for accurate, up-to-date records.
- Reviewed and adjusted customer coverage levels to address, identify, and resolve customer conflicts.
- Liaised with insurance carriers to resolve billing errors and discrepancies.
- Assisted customers with completing insurance documents to avoid missed information.
- Processed insurance policy cancellations and renewals quickly to meet call time targets.
Bar Manager/ Trainer/Lead Server
Ascension Coffee
Fort Worth, TX
10.2020 - 05.2023
- Oversaw daily operations of 6 departments. Maintained labor hours according to company productivity standards.
- Strategized plans to increase bar and coffee revenue through innovative promotional concepts, specialty drinks and customer-focused events.
- Improved customer service rankings by resolving issues quickly and accurately.
- Determined business needs by acquiring client feedback for process improvements. Worked with upper management to implement continuous improvement strategies.
- Trained new management hires at different locations in the Dallas/Fort Worth area.
Lead Bartender/Server/Trainer
Omni Hotels and Resorts
Fort Worth, TX
07.2015 - 10.2020
- Prepared craft cocktails and served guests in a high-volume convention hotel setting; annual revenue $4.5 million
- Oversaw bar operations during private events of up to 500 guests; including setup and breakdown.
- Assisted management with promotional cocktail recipes and trained staff on how to upsell product; assisted with inventory management
- Oversaw training program for barbacks and bartenders and assisted with continuous improvement training.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
Bartender
Tanstaafl Pub
Arlington, TX
05.2015 - 04.2017
- Performed managerial duties, including: checking in deliveries, beer and liquor inventory, maintaining employee tills, and resolving guest issues.
- Consulted with managers to organize special events and promotions.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers and taking inventory.
- Managed bar inventory, restocked supplies and placed orders for spirits, beer, wines and mixers.
Reporter/Editor
The Collegian Newspaper
Hurst, TX
07.2015 - 12.2015
- Nationally recognized for editorial work. Jointly nominated for collegiate newspaper award.
- Daily utilization of Microsoft Office software to create newsletters and articles.
- Reviewed articles for grammar, spelling, punctuation, syntax, accuracy and compliance with quality standards.
- Collaboratively prepared and edited pieces to improve readability and impact. Helped shape narrative on key issues through effective storytelling and knowledge of public opinion.
- Guided and motivated staff to achieve demanding targets under tight deadlines.
- Led content development meetings and reviewed completed stories to guide execution of concepts and tone.
Member Services Associate
YMCA of Arlington
Arlington, TX
08.2013 - 04.2015
- Delivered memorable customer service by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Facilitated inter-departmental communication to effectively provide customer support.
- Maintained accurate and current customer account data with manual forms processing and digital information updates.
- Learned internal systems and related service role duties to provide skilled team backup in handling customer demands.
- Followed up with customers regularly via phone and email to obtain payments and schedule services.
Education
Bachelor Of Science - Business Management, Hospitality Management, Communications
University of North Texas
Denton, TX12-2020
Skills
- Issue Resolution and Mediation
- Time Management
- Microsoft Office
- Vendor Relations
- Supply Ordering and Cost Management
- Shift Scheduling and Labor Management
- Staff Training and Corrective Actions
- Team Leadership and Delegating Tasks
- Strategic Planning
- Scheduling and coordination
- Customer service
- Adaptability and flexibility
- Interpersonal skills
- Record keeping
Timeline
Planning Associate
Optimized Insurance Planning
07.2024 - Current
Insurance Service Agent
Goosehead Insurance Agency
05.2023 - 07.2024
Bar Manager/ Trainer/Lead Server
Ascension Coffee
10.2020 - 05.2023
Lead Bartender/Server/Trainer
Omni Hotels and Resorts
07.2015 - 10.2020
Reporter/Editor
The Collegian Newspaper
07.2015 - 12.2015
Bartender
Tanstaafl Pub
05.2015 - 04.2017
Member Services Associate
YMCA of Arlington
08.2013 - 04.2015
Bachelor Of Science - Business Management, Hospitality Management, Communications
University of North Texas