Joseph Ocana
Mission
Summary
Seasoned Sales Representative with exceptional success in business-to-business and business-to-consumer sales within multiple industries. Proven track record in exceeding sales goals, growing business and expanding territories. Accomplished in overseeing day-to-day business operations and fostering relationships with customers and clients for sustained business growth.
Overview
11
11
years of professional experience
Work History
Auto Insurance Professional
Foundever
11.2023 - Current
- Developed strong relationships with clients, fostering trust and loyalty while promoting long-term business growth.
- Educated clients on available auto insurance products, empowering them to make informed decisions regarding their coverage options.
- Ensured accurate policy administration by diligently reviewing and updating client information, reducing errors in coverage.
- Facilitated smooth policy renewals by proactively identifying and addressing potential issues before they escalated, ensuring client satisfaction.
- Increased customer satisfaction by providing personalized auto insurance solutions tailored to individual needs.
- Conducted thorough needs assessments, recommending suitable coverage options based on each client''s unique situation.
- Maintained up-to-date knowledge of industry trends and regulations, ensuring compliance and effective communication of changes to clients.
Outbound Account Executive
Catapult Solutions Group LLC
03.2023 - 08.2023
- Built and strengthened relationships with new and existing accounts to drive revenue growth.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Executed successful sales strategies to convert leads into customers.
- Resolved issues promptly to drive satisfaction and enhance customer service.
- Collaborated with internal teams to develop account strategy.
- Strengthened customer relationships with proactive and collaborative approach to managing needs.
- Gained understanding of goals, objectives and processes to meet client business needs.
- Met and exceeded service level goals to achieve standards and expectations.
Product Support Specialist
Sitel
08.2022 - 03.2023
- Identified, triaged and escalated issues to internal personnel along with clear outline of problems and technical detail.
- Troubleshot and tested client-reported product defects and liaised with quality assurance for deployment of fixes.
- Documented customer interactions and performed troubleshooting in customer relationship management software and case management modules.
- Performed troubleshooting and tested customer issues via phone, email and remote assistance software.
- Patched software and installed new versions to eliminate security problems and protect data.
- Configured hardware, devices and software to set up work stations for employees.
- Broke down and evaluated user problems, using test scripts, personal expertise and probing questions.
Sales Consultant
Sykes Enterprises, Incorporated
04.2021 - 08.2022
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Boosted sales by conferring with customers to evaluate purchase requirements and recommend best-fit company offerings.
- Followed up with existing customers to provide additional support and address concerns.
- Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
- Achieved top performance by strategically adapting to rapidly changing, competitive environment.
- Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
Head Cashier
Lowes Home Improvment
06.2019 - 06.2020
- Trained, mentored and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
- Performed store opening, closing and shift-change actions and kept accurate shift-change logs.
- Assisted customers by answering questions and fulfilling requests.
- Educated employees on register use, merchandising and customer service.
- Worked extra shifts during busy periods and covered for call-in employees to maintain service levels.
- Received and processed customer payments.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
- Processed checks, cash and credit purchases or refunds.
- Helped customers complete purchases, locate items and join reward programs.
- Increased customer loyalty and retention.
Assistant Manager
Drifters Hamburgers
01.2016 - 05.2019
- Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
- Helped with planning schedules and delegating assignments to meet coverage and service demands.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Completed regular inventory counts to verify stock levels, address discrepancies and forecast future needs.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Monitored security and handled incidents calmly.
Cashier/Team Lead
Academy Sports and Outdoors
09.2013 - 09.2015
- Trained team members on cash register operation and cash handling.
- Quickly and accurately counted drawers at start and end of each shift.
- Communicated with customers and team members to solve problems.
- Operated POS cash register and equipment to collect payments.
- Led opening and closing procedures and conducted cashier drops, cash control, and vault monitoring.
- Supervised cashiers to boost customer service levels, check accurate balance for transactions, and promote smooth operations.
- Monitored areas for security issues and safety hazards.
- Interpreted and enforced operating instructions, procedures and safety rules.
- Performed store opening, closing and shift-change actions and kept accurate shift-change logs.
- Assisted customers by answering questions and fulfilling requests.
Education
High School Diploma -
Veterans Memorial High School
Mission, TX05.2013
Skills
- Delivering Technical Support
- Lead Generation
- Customer Relationship Management
- Product and Service Knowledge
- Customer Oversight
- Client Relationships
- Hardware and Software Configuration
- Goal-Oriented
- Consultative Sales Approach
- Policy analysis
- Financial Acumen
- Insurance knowledge
Timeline
Auto Insurance Professional
Foundever
11.2023 - Current
Outbound Account Executive
Catapult Solutions Group LLC
03.2023 - 08.2023
Product Support Specialist
Sitel
08.2022 - 03.2023
Sales Consultant
Sykes Enterprises, Incorporated
04.2021 - 08.2022
Head Cashier
Lowes Home Improvment
06.2019 - 06.2020
Assistant Manager
Drifters Hamburgers
01.2016 - 05.2019
Cashier/Team Lead
Academy Sports and Outdoors
09.2013 - 09.2015
High School Diploma -
Veterans Memorial High School