Summary
Overview
Work History
Education
Skills
Websites
Certification
Timeline
Generic
Joe Williams

Joe Williams

San Antonio,TX

Summary

I'm a sales professional who has been in the industry for over 21 years. I have a background in leadership and organization, and I love to help others achieve their goals.

Dedicated Customer Service professional with knowledge of service delivery and proven multitasking abilities. Committed to maintaining professional relationships to increase profitability and drive business results.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Customer Service Advisor I

The Zebra
04.2024 - Current
  • Answer inbound and place outbound calls assisting customers with different situations regarding their policies.
  • Cross-sell where applicable and de-escalate situations when presented.
  • Maintained call time by using strong listening, consultative and problem-solving abilities and using scripted sequences to address all concerns.

Insurance Advisor II

The Zebra
11.2022 - 04.2024
  • Answer Inbound calls to assist customers in purchasing insurance policies and cross-sell where possible.
  • Mentor new agents on their first time taking calls.
  • Having new agents shadow me take calls to get the call flow.
  • Used sales tactics and client relationship building techniques to reach monthly, quarterly and annual sales goals, boosting sales.

National Sales Mentor and Manager

Dynamic Insurance Services
05.2019 - 08.2022
  • Created and coordinated individual and group training sessions.
  • Evaluated remote training programs and call flow for employee retention.
  • Gave weekly and monthly employee evaluations.
  • Presented yearly reviews for the team and overall performance of the sales floor.
  • Assessed training program effectiveness on regular basis and improved upon deficient areas.
  • Developed and led group training courses to align with corporate sales and service goals.
  • Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.

Education

Bachelor of Science - Data Analytics

Southern New Hampshire University
Manchester, NH
08.2025

Associate of Applied Science - Data Analytics

Southern New Hampshire University
Manchester, NH
08-2024

Skills

  • Effective leadership
  • Sales expertise
  • Mentoring relationships
  • Individual coaching expertise
  • Remote training facilitation
  • Risk assessment
  • Motivational guidance
  • Customer service proficiency
  • Conflict resolution management
  • Effective sales techniques
  • Quality assessment
  • Proficient in time management

Certification

  • Lean Six Sigma Green Belt, AIGPE - May 2025

Timeline

Customer Service Advisor I

The Zebra
04.2024 - Current

Insurance Advisor II

The Zebra
11.2022 - 04.2024

National Sales Mentor and Manager

Dynamic Insurance Services
05.2019 - 08.2022

Bachelor of Science - Data Analytics

Southern New Hampshire University

Associate of Applied Science - Data Analytics

Southern New Hampshire University

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