Joey Garza
Walnut Creek,CA
Summary
Experienced leader with a strong track record in client acquisition and retention. Skilled in sales closure and team leadership, excelling in high-pressure environments. Proven ability to maintain high customer satisfaction through effective communication and problem-solving.
Overview
15
15
years of professional experience
Work History
Veteran Coach
VA Claims Insider
11.2022 - 03.2025
- Conducts VA disability claims coaching/consulting/strategy/sales services for veteran clients
- Provides virtual support to your assigned Veteran clients through daily email exchanges, phone calls, text messages, and video teleconference education-based coaching sessions
- Reviews and understands each Veteran’s specific disability and analyze to determine additional conditions the veteran client(s) may qualify for
- Provides leadership and coaching to veteran clients while they prepare and file their own disability claims
- Guides veteran clients through members-only education-based resources inside the VA Claims Insider Elite portal, and connect them with independent medical professionals
- Completes daily required documentation in our CRM systems to include meeting/exceeding set metrics to ensure ELITE-level service with their assigned veteran clients
- Leads coaching/consulting services, facilitates group Mastermind discussions over live video, and guides veteran clients through the VACI Elite Membership program resources
- Collaborates with other teams/departments within VA Claims Insider to continually improve our operational processes
- Complies with all internal policies and all applicable state, local, and federal laws
- Other duties as assigned
Founder/CEO
Above the Stigma
, California & Texas
05.2020 - 10.2023
- Founded nonprofit to provide empathy workshops to higher education to assist teachers combat the rise of student mental health needs
- Participated in all aspects of business development from market research and finance to operations and marketing, ensuring that the company's vision was followed
- Formulated the company's vision, goals, and objectives; hired and trained new employees
- Built and maintained professional relationships with potential investors and partners; attended various startup and business events all around the world
Assistant Manager
Valley Furniture Store
Livermore, CA
06.2020 - 04.2022
- Safety: responsible for all training and maintaining a safe environment for production areas on shift
- Quality: responsible for all on shift quality checks and audits
- Ensuring that our entire team fully understands all aspects of quality that is expected to produce a high-quality product for the customer
- Production: responsible for all production needs for a safe and productive team
- Scheduling, training, troubleshooting and team building of all employees
- Must maintain a safe and efficient environment for all employees to achieve production and quality goals set for our team
- Trained in internal auditing of a production environment: this ensures that our team fully understands what is expected out of each team member during times of customer audits team concept
- This allows everyone to understand each team member's needs and strengths to have a more efficient workflow
- Monitoring sales activities to ensure that customers receive satisfactory service and quality goods
Associate Manager
Connolly’s Fine Furniture
Fremont, CA
11.2018 - 05.2020
- Handle customer complaints following company policies and procedures
- Monitor and maintain store inventory
- Control product quality and on-shelf availability
- Draft daily sales and inventory reports for upper management
- Supervise and motivate staff to improve performance
- Collaborate with managers from other store branches
- Train and support new employees
- Ensure staff compliance with company guidelines
Shift Lead
Connolly’s Fine Furniture
Fremont, CA
05.2017 - 11.2018
- Serving as a liaison between management & non-management team members by communicating assigned tasks to team members when store management is not present, reports disciplinary issues & customer service complaints to management
- Answering customer questions and complaints in a positive and attentive manner
- Stocking and maintaining shelves to ensure consistent appeal throughout the store
- Successfully maintaining a rating of 80% or higher on surveys of customer service
- Keeping a watchful eye for potential problems in the store, and reacting to potential shoplifting by corporate guidelines
- Responsible for holding store keys to open & close without management as necessary
- Assisting with & coaches other team members to work with warehouse & vendor ordering process as the orders are created, reviewed, and received, including opening the backdoor for vendor deliveries
Education
Associate Degree - Business Management
Las Positas College
Livermore, CASkills
- Client acquisition and retention
- Goal setting and forecasting
- Closing sales
- Written and verbal communication
- Self-motivation
- Organization
- Time management
- Attention to detail
- Communication and interpersonal skills
- Leadership and teamwork skills
- Analytical and problem-solving skills
- Risk and cost management skills
- Performance monitoring
- Technical skills
- Staff development
- Succession planning
- Motivational leadership style
- Articulate communication skills
Military Service
United States Air Force, Senior Airman, 09/10/10, 07/27/15
Timeline
Veteran Coach
VA Claims Insider
11.2022 - 03.2025
Assistant Manager
Valley Furniture Store
06.2020 - 04.2022
Founder/CEO
Above the Stigma
05.2020 - 10.2023
Associate Manager
Connolly’s Fine Furniture
11.2018 - 05.2020
Shift Lead
Connolly’s Fine Furniture
05.2017 - 11.2018
Associate Degree - Business Management
Las Positas College
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