A results-driven implementation Manager with a background in leadership, project management, relationship management, and P&C insurance industry knowledge.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Service Manager
Goosehead Insurance Agency
San Antonio, TX
08.2023 - Current
Upheld team productivity and quality objectives by setting and maintaining clear benchmarks for service.
Develop, manage, and oversee multiple projects and project plans ensuring high quality, on-time implementations.
Communicate insights and updates to internal and external stakeholders.
Monitored service performance metrics to identify areas of improvement.
Held regular one-on-one meetings with employees to review performance and priorities and provide feedback.
Motivated and supported employees to maintain low turnover.
Interviewed prospective employees and provided input to HR on hiring decisions.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Performed research on industry trends and best practices related to assigned projects.
Service Team Leader
Goosehead Insurance Agency
San Antonio, TX
01.2022 - 07.2023
Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
Trained new employees on company policies and procedures.
Provided top quality control and eliminated downtime to maximize revenue.
Offered training and support to keep team members motivated and working toward objectives.
Monitored daily operations of the service team and identified areas of improvement.
Fostered positive employee relationships through communication, training, and development coaching.
Insurance Agent
Goosehead Insurance Agency
San Antonio, TX
07.2021 - 01.2022
Analyzed customer needs and provided best options, upselling products and services.
Generated new leads and identified potential clients by using successful direct marketing strategies.
Reviewed coverage plans and strategic initiatives, determining how best to align new offerings with business goals.
Engaged customers and provided high level of service by carefully explaining details about documents.
Provided excellent customer service to clients by proactively identifying any barriers and addressing them expeditiously.
Debt Collection Specialist
Alliance Data
San Antonio, TX
06.2020 - 06.2021
Met demands of busy collections group by performing high volume of daily calls.
Reviewed accounts to determine payment plan compliance.
Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues.
Gathered required information from customers for settlement reviews to help negotiate down debt with creditors.
Remained calm, stayed professional and provided exceptional service on all calls, even when interacting with difficult individuals.
Processed payments over phone and set up recurring drafts.
Customer Service Representative
QVC Call Center
San Antonio, TX
05.2018 - 01.2020
Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Upheld quality control policies and procedures to increase customer satisfaction.