Summary
Overview
Work History
Education
Skills
Languages
Linked In Profile
Timeline
Generic

Harold Olmos

Colleyville

Summary

Operations and Sales Management professional with 7+ years of experience leading teams, enhancing operational efficiency, and surpassing sales targets. Skilled in process optimization, project management under tight deadlines, and delivering strategic business solutions. Recently earned a Personal Lines Property and Casualty license, transitioning into the insurance industry where I provide tailored advice and exceptional service to clients. Fluent in English and Spanish, with strong communication, problem-solving, and relationship management skills.

Overview

9
9
years of professional experience

Work History

Insurance Service Agent

Goosehead Insurance
11.2024 - Current
  • Advise clients on personal lines property and casualty insurance, helping them find coverage that meets their needs.
  • Provide exceptional customer service by answering policy-related questions, handling claims inquiries, and resolving issues efficiently.
  • Guide clients through the insurance process, ensuring compliance with regulations and company policies.
  • Utilize sales and consultative techniques to recommend appropriate coverage options.
  • Licensed in Personal Lines Property and Casualty Insurance, ensuring expert knowledge of industry standards and best practices.

Freelancer Consultant

Confidential
10.2023 - 10.2024
  • Delivered strategic advice on operational improvements and efficiency enhancements to various clients across industries.
  • Worked closely with business owners to identify growth opportunities and optimize internal processes.
  • Provided coaching and training for teams in leadership development, process management, and sales optimization.
  • Led client projects through the full lifecycle from strategy development to implementation, ensuring measurable results.
  • Successfully completed multiple projects within budget and on schedule, maintaining high client satisfaction.

Sales Associate

Starboard Cruise Services Inc
03.2023 - 09.2023
  • Exceeded sales targets by 20% through the strategic use of suggestive selling and upselling techniques.
  • Analyzed sales data to reconfigure product displays, increasing seasonal sales by 15%.
  • Enhanced customer satisfaction by providing personalized product recommendations, leading to a 30% increase in repeat business.
  • Engaged with customers to build rapport and loyalty.

Implementations Manager

Lean Solutions Group
07.2022 - 11.2022
    • Led the onboarding process for 10+ new clients, conducting needs assessments and ensuring smooth transitions, which resulted in a 100% client retention rate.
    • Collaborated with internal teams to align client expectations with company capabilities, securing long-term contracts.
    • Optimized resource allocation for start-up teams, improving project delivery timelines.
    • Oversaw implementation lifecycle processes based on organizational needs, regulatory requirements, and customer demand.

Operations Manager

Lean Solutions Group
03.2022 - 06.2022
  • Managed day-to-day operations across 15+ accounts and a team of over 200 employees, driving a 15% improvement in productivity by implementing streamlined processes.
  • Conducted regular performance reviews, identifying areas for improvement and developing action plans to address them.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.
  • Developed and implemented strategies to maximize customer satisfaction.

Operations Assistant Manager

Lean Solutions Group
10.2021 - 02.2022
  • Assisted in managing daily operations and supported senior management in decision-making processes.
  • Coordinated recruitment, training, and performance evaluations, contributing to a 10% improvement in overall team efficiency.
  • Developed and implemented operational improvements, reducing operational costs.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.

Staff Accountant

Lean Solutions Group
07.2020 - 09.2021
  • Maintained and updated financial records, ensuring compliance with accounting standards.
  • Audited invoices and resolved discrepancies, reducing billing errors.
  • Reconciled account statements, resulting in accurate financial reporting and timely payments.
  • Increased accuracy of financial statements through diligent attention to detail and thorough review processes.

Customer Experience Representative

Quantica BPO
03.2016 - 06.2020
  • Established a positive work environment that encouraged collaboration and teamwork among staff members for optimal results.
  • Promoted upselling opportunities when appropriate, contributing to increased revenue generation through add-on sales or upgrades of existing products and services.
  • Facilitated smooth issue resolution by maintaining clear lines of communication between customers and relevant departments.
  • Continuously refined personal communication skills, adapting to various customer personalities and preferences for optimal rapport-building.

Education

Bachelor of Science - Accounting

Universidad Del Atlantico
Barranquilla - Colombia
07.2020

Skills

    Operations Management:

  • Process Optimization, Lean Methodologies, Operational Efficiency
  • Team Leadership, Staff Development, Cross-Functional Collaboration
  • Strategic Planning, Goal Alignment, Business Process Reengineering

    • Sales & Customer Experience:

  • CRM Systems, Sales Strategy Development, Lead Conversion
  • Upselling, Cross-Selling, Customer Journey Optimization
  • Customer Retention Strategies, Client Satisfaction, Client Relationship Management

    • Insurance (Personal Lines Property & Casualty):

  • Active Policy Servicing, Policy Customization, Coverage Adjustments
  • Claims Assistance, Claims Processing Support, Client Issue Resolution
  • Empathetic Client Interaction, Risk Assessment, Coverage Review

    • People Management:

  • Talent Acquisition, Onboarding, Employee Engagement
  • Training & Development, Performance Appraisal, Succession Planning
  • Conflict Resolution, Workplace Motivation, Employee Retention

    • Project Management:

  • Client Onboarding, Implementation, Account Management
  • Resource Allocation, Risk Mitigation, Project Lifecycle Management
  • Stakeholder Communication, Negotiation, Cross-Departmental Coordination

Languages

English
Native or Bilingual
Spanish
Native or Bilingual

Linked In Profile

www.linkedin.com/in/harold-olmos-3484a5b1

Timeline

Insurance Service Agent

Goosehead Insurance
11.2024 - Current

Freelancer Consultant

Confidential
10.2023 - 10.2024

Sales Associate

Starboard Cruise Services Inc
03.2023 - 09.2023

Implementations Manager

Lean Solutions Group
07.2022 - 11.2022

Operations Manager

Lean Solutions Group
03.2022 - 06.2022

Operations Assistant Manager

Lean Solutions Group
10.2021 - 02.2022

Staff Accountant

Lean Solutions Group
07.2020 - 09.2021

Customer Experience Representative

Quantica BPO
03.2016 - 06.2020

Bachelor of Science - Accounting

Universidad Del Atlantico

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Harold Olmos