Jeffrey Levy
Santa Barbara,CA
Summary
Results-driven professional provides customers with tailored solutions to meet needs. Successfully establishes relationships with customers and delivers quality service. Agile individual with excellent communication and customer service skills.
Overview
9
9
years of professional experience
Work History
Insurance Agent
Banker's Life
08.2023 - Current
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Provided coverage option information to assist clients in protecting assets.
- Enhanced cross-selling success by identifying complementary products that would further protect clients assets or reduce liability exposure.
- Expanded referral network through proactive relationship building with community partners, such as real estate agents and financial planners.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
Retail Sales Associate
Coastal Dispensary
09.2022 - Current
- Helped customers complete purchases, locate items, and join reward programs.
- Developed strong relationships with repeat clients, leading to increased loyalty and return visits.
- Increased sales revenue through effective product recommendations tailored to individual customers.
- Boosted customer satisfaction by providing exceptional service and addressing concerns promptly.
Purchasing Manager and General Manager
Canopy Club
04.2019 - 08.2022
- Conducted regular spend analysis reviews to identify opportunities for cost optimization within various categories.
- Monitored and evaluated vendor performance to determine compliance with quality standards.
- Coordinated paperwork, updated spreadsheets, and maintained permanent records.
- Performed monthly reconciliation of open purchasing orders.
- Sourced vendors, built relationships, and negotiated prices.
- Achieved cost savings by negotiating contracts and pricing with suppliers.
- Responded to market changes by adjusting procurement strategies, ensuring operational agility.
Manager of Operations
Green Cuisine Delivery
03.2016 - 04.2019
- Improved customer satisfaction ratings by ensuring prompt resolution of issues and concerns.
- Oversaw the entire edibles department and maintained a strong performance of sales for the duration of my tenure
- Company was purchased by Canopy Club in April 2019
Education
No Degree - General Studies
Menlo College
Atherton, CANo Degree - French, Philosophy
Santa Barbara City College
Santa Barbara, CAGED -
Laguna Blanca
Santa Barbara, CA06-2006
Skills
- Licensed Insurance Agent
- Quotes and sales
- Customer Service
- Policy Renewals
- Client Relations
- Leads Prospecting
- Email Marketing
- Upselling
- Account Management
Timeline
Insurance Agent
Banker's Life
08.2023 - Current
Retail Sales Associate
Coastal Dispensary
09.2022 - Current
Purchasing Manager and General Manager
Canopy Club
04.2019 - 08.2022
Manager of Operations
Green Cuisine Delivery
03.2016 - 04.2019
No Degree - General Studies
Menlo College
No Degree - French, Philosophy
Santa Barbara City College
GED -
Laguna Blanca
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