Summary
Overview
Work History
Education
Skills
Timeline
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JEFFREY FORSYTH

Summary

Highly dynamic dedicated customer service professional with over 10 years of diverse experience including knowledge of service delivery, making data driven decisions, and fostering professional relationships to increase profitability and drive business results. Recognized for analytical approach to resolving customer problem and provide exceptional service that ensures repeat business and positive feedback.

Overview

14
14
years of professional experience

Work History

Business Engagement Analyst

AmWINS
01.2023 - Current
  • Retailer Support
  • Coordinate onboarding of new retail clients by facilitating National Producer Agreement contracts and ensuring compliance with state insurance regulations.
  • Serve as liaison between AmWINS production teams and legal/compliance departments to streamline retailer appointment processes.
  • Manage system maintenance requests for retail clients, including name/address updates, personnel changes, mergers, acquisitions, and terminations.
  • Collaborate with IT teams to implement system updates and resolve technical issues affecting retailer profiles.
  • Maintain and update user and agency records in legacy Admitted Placement Services systems, leveraging specialized training to ensure accuracy and continuity.
  • Ensure regulatory alignment and operational readiness for retailers entering new markets or expanding existing operations.
  • Support cross-functional initiatives by providing timely updates and documentation for retailer system changes.

Customer Service Specialist

AmWINS
01.2022 - 05.2023
  • Responsible for effective communication with the agent to quickly resolve any items that are not in good order.
  • Enter and retrieve information of varying complexity in the appropriate computer system applications to update records, process applications, and obtain the needed documentation.
  • Demonstrate focus on data quality by reviewing and updating client correspondence files and database information prior to entry in order to maintain accurate records.
  • Partner with production team to resolve any outstanding issues with a specific account.
  • Proficient with tax diligence efforts by state which helps mitigate any data errors and reduce the time to process.
  • Exceeded account processing goals by 60% reducing the overall wait time for agent.
  • Performed end user acceptance testing in key projects and communicated the results with project lead.

Front-End Team Lead

Lowe's Home Improvement
01.2014 - 01.2022
  • Mentored new team members on POS point of sale, system operation, customer service strategies, and sales goals.
  • Set and update employee schedules based on expected customer demand and volume to meet coverage demand while controlling labor costs.
  • Resolved escalated customer disputes with special actions such as discounts.
  • Served as the POS SME, subject matter expert, and educated employees on register use, merchandising, and customer service.

Wing Bonz

Kitchen Associate
01.2012 - 01.2013

Education

High School Diploma -

Fort Mill High School
Fort Mill, SC

Yellow Belt

6 Sigma
09-2025

Skills

  • Technical Tool Proficiency: Microsoft Applications, Kofax, Unity Client, and Market Portals
  • Strategic Development and Planning
  • Customer Service
  • Positive Customer Engagement
  • Problem Solving
  • Time Management
  • Organization
  • Professional Presence
  • Sales
  • Interpersonal Skills
  • Active Listening
  • POS Operation
  • Inventory Management
  • Analytical thinking
  • Time management

Timeline

Business Engagement Analyst

AmWINS
01.2023 - Current

Customer Service Specialist

AmWINS
01.2022 - 05.2023

Front-End Team Lead

Lowe's Home Improvement
01.2014 - 01.2022

Wing Bonz

Kitchen Associate
01.2012 - 01.2013

High School Diploma -

Fort Mill High School

Yellow Belt

6 Sigma

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JEFFREY FORSYTH