Hilary Tristan
New Braunfels,TX
Summary
Motivated professional well-versed in building productive relationships, resolving complex issues, and winning customer loyalty. Brings 24-year background maintaining customer satisfaction and contributing to company success.
Overview
14
14
years of professional experience
Work History
CUSTOMER SERVICE COORDINATOR
DMJ
01.2022 - Current
- Establish company process pertaining to all selections coordination, purchasing, and documentation of job costs
- Handle up to 25 jobs at once, totaling over 50 projects to date and $1 million in contracts
- Monitor company task management and delegate responsibilities to appropriate parties to support production timeline and homeowner needs
- Ensure all required permitting and inspections are completed for projects
- Work alongside accounting department to address financial variances, anticipated purchases, and collection of data for report creation for internal and external parties
- Responsible for homeowner communication, onboarding, and experience during project lifecycle
- Handle owner and company queries regarding Buildertrend software and information detailed within including but not limited to: Purchase order agreements, estimates and SOW, invoices, production schedule, task management, and bill payments
- Identify need, develop, and execute Change Order to capture all deviations from agreed contracts and scope of work, up to an excess of $50,000 per Change Order
- Educate company on all software updates from Buildertrend and other company softwares.
EXECUTIVE ASSISTANT
TREE OF LIFE
01.2019 - 01.2021
- Handle clerical needs to support church of 1600 and staff of 35
- Coordinate all membership classes, and events in excess of 200 attendees as well as helping organize all internal and external outreach ministries.
- Oversee inventory, sales, and sales generation for church store as well as accounting and reports of store.
INSURANCE ACCOUNT REPRESENTATIVE
JO STEPHENS STATE FARM INSURANCE
01.2011 - 01.2020
- Conduct cold calling to generate business for agency, coordinate meetings, and educate clients on insurance policy details
- Identify opportunity and upsell customer, increasing policies held by insurance agency
- Responsible for existing customer relationships to reduce churn and educate on policy updates
- Responsible for generating 8% gain in revenue year over year for company, as well as maintained set of books exceeding 4700 policies.
Education
B.S. Biology -
Texas State University
San Marcos12.2008
Skills
- Highly trainable
- Able to interpret large sums of data into meaningful information
- Technologically proficient and capable of incorporating new programs and features into existing processes with ease
- Extremely organized
- Team player
- Detailed-oriented
- Customer service oriented
- Business mindset
- Proficient in Buildertrend
- Microsoft Office
- iWorks
Timeline
CUSTOMER SERVICE COORDINATOR
DMJ
01.2022 - Current
EXECUTIVE ASSISTANT
TREE OF LIFE
01.2019 - 01.2021
INSURANCE ACCOUNT REPRESENTATIVE
JO STEPHENS STATE FARM INSURANCE
01.2011 - 01.2020
B.S. Biology -
Texas State University
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