Gregroy Upton
Boca Raton,FL
Summary
Hardworking Insurance and Sales Broker with years of experience maximizing revenues by leveraging strong sales strategies and deep knowledge of available insurance products. Customer-focused salesperson with team-oriented mindset and comprehensive consumer need assessment. Supportive listener with extraordinary customer empathy.
Bartender with extensive knowledge of spirits and engages customers one-on-one. Friendly, open and committed to building customer base by providing positive service experience. Hardworking Bartender with experience in large-scale casual dining establishments. Committed to upholding highest standards of customer service and safe food handling practices. Well-versed mixologist with diverse menu of memorized drink recipes.
Overview
12
12
years of professional experience
Work History
Insurance Broker
NerdInsure
10.2021 - Current
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Sold Health and Life insurance policies to new and existing customers.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Reported policy changes and company conditions affecting customer satisfaction.
- Strategized with clients to create customized insurance policy packages while informing clients of investment opportunities to protect assets.
Lead Bartender
Steamboat Grand
07.2017 - 06.2019
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
- Served high customer volumes during special events, nights, and weekends.
- Kept detailed inventories and notified management of ordering needs for liquor, beer, wine, and bar supplies.
- Took customer orders and capitalized on opportunities to sell special beverage and food options.
- Maintained secure cash drawers, promptly resolving discrepancies in daily totals.
Bartender
Renaissance Hotels
04.2015 - 06.2017
- Served high customer volumes during special events, nights, and weekends.
- Kept bar presentable and well-stocked to meet customer needs.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Obtained cash bank and stocked service bar to prepare for operation.
- Followed strict recipes and drink measurements to minimize product used.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
Sales Representative Team Leader
Marvel Marketing
01.2014 - 02.2015
- Fostered vital customer relationships to generate target goals in sales.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
- Trained and mentored new sales representatives.
- Managed customer accounts to secure customer satisfaction and repeat business.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
Server and Bartender
Luna Rosa
08.2011 - 03.2014
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Maintained clean and organized dining areas to uphold restaurant hygiene standards.
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
Education
Associate of Science - Finance
Florida Atlantic University
Boca Raton, FL05.2010
High School Diploma -
Grandview Preparatory School
Boca Raton, FL05.2008
Skills
Insurance and Sales
- Client Needs Analysis
- Risk Mitigation
- Industry Best Practices
- Top-Rated Sales Performance
- Prioritizing Workflows
- Profit Target Achievement
- Expense Reporting
Bartending
- POS
Timeline
Insurance Broker
NerdInsure
10.2021 - Current
Lead Bartender
Steamboat Grand
07.2017 - 06.2019
Bartender
Renaissance Hotels
04.2015 - 06.2017
Sales Representative Team Leader
Marvel Marketing
01.2014 - 02.2015
Server and Bartender
Luna Rosa
08.2011 - 03.2014
Associate of Science - Finance
Florida Atlantic University
High School Diploma -
Grandview Preparatory School
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