Professional Summary: Highly motivated individual with 17+ years of customer service experience to include 8+ years in direct leadership. Adapts quickly to business needs and policies. Successful lead attentive to business and consumer needs. Coordinates smooth, efficient, and profitable operations with strong attention to detail and good management abilities. I can thrive in fast-paced environments by effectively using time management and organizational skills.
Management / Training: General Partner 2006-2014, HEB- San Antonio, TX Customer Service / Sales: Stocking: Achievements:
Property & Casualty License - 2023 (ALL STATES ACTIVE)
Partner Of The Month-2014
Partner Of The Month-2017
Partner Of The Month-2018
Exercise exceptional customer service skills in an effort to optimize each contact with the
customer
• Ensure that calls are processed in strict adherence to established policies, procedures,
quality standards as well as applicable federal laws and regulations
• Maintain required documentation in an accurate and timely manner using established
systems
• Maintain strict confidentiality of information provided by customer or data accessed within
assigned systems
• Establish and maintain a professional relationship with internal/external customers, team
members and department contacts
• Escalate to supervisor any situation outside the employee’s control that could adversely
impact the services being provided
• Depending on client requirements, either present offers by reading scripted sales
presentations verbatim or paraphrasing and customizing the presentations based off of
product summary information, allowing an opportunity to make an informed decision
regarding the purchase of a product/service offer
• Agents should maintain established quality and completed calls per hour goals while
supporting goals and objectives
• Maintain excellent product knowledge regarding product offers