Lance Chapman
Perryville,MO
Summary
Versatile and dynamic professional with a proven track record at HSB Advisors, LLC, excelling in client satisfaction and operational improvements. Skilled in both interpersonal communication and maintenance tasks, demonstrating a strong team player mentality. Achieved significant customer retention through effective needs assessment and problem-solving abilities. Eager to apply construction and maintenance experience in challenging environments.
Overview
11
11
years of professional experience
Work History
Client Service Assistant
HSB Advisors, LLC
07.2021 - Current
- Maintained accurate record-keeping with proactive attention to client information updates.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Assisted in preparation for firm audits.
- Collected and utilized client information to open new accounts.
- Serviced long-time clients' accounts.
Lumber/Paint, Plumbing, Tools, & Electrical Sales
Buchheit
07.2020 - 07.2021
- Engaged in friendly conversation with customer to better uncover individual needs.
- Recommended complementary purchases to customers, increasing revenue.
- Delivered energetic responses to customers in-store and by telephone, going above and beyond to serve needs.
- Prioritized helping customers over completing other routine tasks in store.
- Opened, shelved and merchandised new products in visually appealing and organized displays for optimal sales promotions.
- Developed strong rapport with customers and created positive impression of business.
- Built customer loyalty and retention by delivering excellent shopping experiences.
- Conducted product demonstrations to highlight features and redirect objections to positive aspects.
- Used in-store system to locate inventory and place special orders for customers.
- Created inviting environment for customers by maintaining store organization and cleanliness.
- Worked with contract sales representative to make sure orders were correct and done in a timely manner.
- Assisted in delivery of items such as drywall, cabinets, and concrete.
- Placed overstocked items into storage via forklift.
- Filled in at the Lumber yard when necessary.
Maintenance Technician
Comtrea
05.2018 - 08.2020
- Installed new locks, door handles, and door closers.
- Used problem-solving skills to alleviate issues efficiently with minimal supervision.
- Troubleshot equipment breakdowns and performed preventive maintenance.
- Completed daily, weekly, and monthly checklists on building equipment to maintain records of scheduled maintenance procedures.
- Followed work orders and specifications for machine and equipment replacement, repair, or maintenance.
- Completed partial or full dismantling of equipment to quickly repair or replace defective components and restore functionality.
- Followed safety protocols to minimize workplace accidents.
- Operated varied hand and power tools to complete repairs.
- Mowed lawns at multiple locations regularly to ensure exterior appearance was clean and neat.
- Installed flooring on site during a remodel.
- Assisted in the painting of an entire building during remodel.
Server
Dew Drop Inn & Kozy Kitchen
08.2018 - 01.2020
- Cultivated warm relationships with regular customers.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Bussed and reset tables to keep dining room and work areas clean.
- Used slow periods to restock supplies, ice, trays, and delivery bags.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Followed health and safety protocols crucial for maintaining safe and sanitary environments for customers and staff.
- Learned and followed local alcohol laws to keep restaurant compliant with regulations.
- Utilized communication practices with kitchen staff to deliver customer meals in timely manner.
- Served food and beverages promptly with focused attention to customer needs.
- Processed orders and sent to kitchen employees for preparation.
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
General Laborer
Robinson Construction
05.2017 - 08.2017
- Performed general housekeeping and cleaning tasks.
- Loaded, unloaded, and moved material to and from storage and production areas.
- Notified supervisors of defective equipment or material.
- Provided maintenance for construction equipment.
- Assisted in the construction of paint booths and mezzanines along with painting and finishing them.
- Tied rebar mats for concrete preparation.
Host
Mary Jane Burgers and Brew
10.2013 - 05.2016
- Supported servers, food runners, and bussers with keeping dining area ready for every guest.
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Monitored seating area and checked restrooms regularly to keep spotless.
- Worked with front of house staff to move tables and adjust seating to accommodate groups with special requests.
- Answered customer questions about hours, seating, and menu information.
- Greeted customers warmly upon arrival and provided friendly and warm presence throughout dining experience.
- Trained new hostesses on customer service best practices and restaurant policies to maintain high standards of service.
- Provided patrons with estimated waiting times during peak service hours.
- Rearranged tables and chairs for large parties and retrieved high chairs for children.
- Completed daily side work and opening and closing duties without fail.
- Assisted customers with delivering orders, carrying additional trays and helping dish out items.
- Minimized customer service complaints by expertly managing customer expectations during busy periods.
Education
High School Diploma -
Saint Vincent De Paul High School
Perryville, MO05-2016
Associate of Arts - General Studies
North Central Missouri College
Trenton, MO05-2018
Skills
- Strong interpersonal skills
- Client needs assessment
- Customer retention strategies
- Professional phone etiquette
- Construction Experience
- Maintenance Experience
- Team Player Mentality
- Willingness and eager to learn new skills
References
Jason Blum- Financial Advisor & Supervisor at HSB Advisors, LLC
Phone: (573) 883-0907
Darrell Niswonger- Financial Advisor at Johnson & Niswonger Financial
Phone: (573) 517-1321
Timeline
Client Service Assistant
HSB Advisors, LLC
07.2021 - Current
Lumber/Paint, Plumbing, Tools, & Electrical Sales
Buchheit
07.2020 - 07.2021
Server
Dew Drop Inn & Kozy Kitchen
08.2018 - 01.2020
Maintenance Technician
Comtrea
05.2018 - 08.2020
General Laborer
Robinson Construction
05.2017 - 08.2017
Host
Mary Jane Burgers and Brew
10.2013 - 05.2016
High School Diploma -
Saint Vincent De Paul High School
Associate of Arts - General Studies
North Central Missouri College
Similar Profiles
Jessica HolteJessica Holte
UW Quality Leader at HSB - A MunichRe CompanyUW Quality Leader at HSB - A MunichRe Company
Gabriela MosquedaGabriela Mosqueda
Personal Lines Claims Rep at HSBPersonal Lines Claims Rep at HSB
Sumit KumarSumit Kumar
Senior Account Manager at HSB Management Consultants Private LimitedSenior Account Manager at HSB Management Consultants Private Limited