Dynamic Team Lead with experience in coordinating operations and monitoring performance metrics. Skilled in client interactions and issue resolution, contributing to substantial improvements in customer satisfaction and operational efficiency.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Team Lead
Goosehead Insurance Agency
San Antonio, Texas
08.2023 - 11.2025
Led a team of 12+ customer service representatives in a dynamic insurance brokerage contact center, implementing personalized coaching plans and monthly performance reviews.
Proactively identified areas for performance and process improvement, providing actionable insights to senior leadership on how to enhance client satisfaction and retention.
Analyzed and reported on team performance metrics, including Net Promoter Scores, Client Retention, Schedule Adherence, and Quality pass/fail rates.
Executed monthly performance reviews and supported HR decisions to enhance and strategically invest in agent development.
Collaborated interdepartmentally to achieve optimal communication and operational efficiency.
Resolved escalated customer complaints or queries promptly and efficiently.
Insurance Agent
Goosehead Insurance Agency
San Antonio, Texas
07.2022 - 08.2023
Licensed agent for Property & Casualty insurance, delivering specialized advice and customized solutions to meet clients' unique needs.
Skillfully resolved conflicts and ensured seamless customer interactions, enhancing overall client satisfaction and experience.
Developed new business opportunities and identified potential revenue streams through targeted direct marketing initiatives.
Consistently achieved departmental objectives by meeting key performance indicators and actively engaged in the leadership development program to enhance leadership skills and contribute to organizational growth.
Customer Service Specialist II
Medtronic
San Antonio, Texas
01.2019 - 06.2022
Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
Followed up with customers after transactions to ensure satisfaction levels were met.
Investigated escalated customer complaints utilizing problem-solving skills to identify root causes of issues.
Managed customer accounts in CRM software to ensure accurate information.
Provided feedback to management on customer trends and issues.