Joseph Olden

• Successful Calculation of quotes and educating current and potential clients on insuring options

• Successfully created relationships with clients using active listening and issue resolution to provide excellent service.

• Skilled utilization of CRM software and creation of servicing and retention policies to manage client relationships.

• Supervised and trained staff on product knowledge and customer service.

• Successfully recreated parts department to better serve changing trends and keep workspaces organized.

• Developed and implemented new procedures for improving inventory control and reducing time required for acquiring parts

• Analyzed sales trends to follow demands of customers and in-shop needs.

• Successfully mitigated financial discrepancies by managing inventory, damaged goods and backorders.

• Established and maintained relationships with vendors to source affordable and high quality materials for projects.

• Successfully educated clients on policies and procedures.

• Skillfully de-escalated and resolved customer complaints with punctual, polite and professional service.

• Maintained comprehensive product and service knowledge for accurate, informative customer advice.

• Participated in focused teams. Created feedback to management on customer service trends and improvement areas.

• Successfully negotiated reviewed, interpreted, and negotiate client contracts.

• Processed transactions within variable and fixed annuities for clients and their representatives.