Lisa Patrick
Chino Valley,AZ
Summary
Driven Retail Manager with over 20 years of experience overseeing teams while guiding staff for superior customer interactions. Talented at leading daily activities and enhancing store atmospheres. Successful background resolving routine and unique issues to drive continued revenue growth and increase customer loyalty. Strategic thinker and tactical decision-maker with passion for serving customers and exceeding expectations. Creative problem solver skilled at de-escalating situations and driving positive change.
Overview
23
23
years of professional experience
1
1
Certificate
Work History
Insurance Field Underwriter, Agent
Symmetry Financial
06.2023 - Current
- Conducts thorough risk assessments and provides customized insurance solutions to clients.
- Collaborates to negotiate favorable terms and pricing for clients, utilizing data analysis to identify trends and opportunities in market.
- Partner with multiple insurance companies.
Retail District Manager
Dollar General
05.2024 - 01.2025
- Provided ongoing support for store managers in dealing with day-to-day challenges they faced while running their respective locations.
- Handled any escalated customer complaints or issues that required the attention of higher management.
- Conducted regular store visits to evaluate compliance with company policies and procedures.
- Collaborated with store managers to set sales goals and identify areas of opportunity for growth.
- Developed relationships with key vendors, resulting in improved merchandise selection and pricing.
- Evaluated employee schedules to ensure appropriate staffing levels during peak hours and special events.
- Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
Insurance Agent
Globe Life
03.2023 - 02.2024
- Maintained high standards of customer service by building relationships with clients using active listening and issue resolution to provide excellent service.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Cross-sold insurance products to existing clients to reach sales targets.
Retail Store Manager
Ross Dress For Less
12.2022 - 03.2023
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Optimized store displays and appearance via strategic merchandising.
- Managed store organization, maintenance, and purchasing functions.
- Collaborate with support departments such as Human Resources, Asset Protection, Safety, Transportation
Retail Store Manager
Dollar Tree
08.2022 - 12.2022
- Managed profitable operation of Store with emphasis on recruiting, hiring, training and developing store associates in both operations and merchandising.
- Collaborated with support departments.
- Ensured production output/time management skills were met.
- Managed store organization, maintenance, and purchasing functions.
- Traveled to multiple stores to help manage/reset merchandise.
Retail District Manager
Goodwill Of Central And Northern Arizona
05.2011 - 08.2022
- Multi-Unit position, overseeing stores throughout Northern Arizona
- Opened numerous new locations
- Recruited, interviewed, hired and mentored team members to enhance professional development and accountability in workplace.
- Controlled store inventory and reviewed cash handling and operations reports.
- Reviewed/approved all purchasing requests made by Store Leadership
- Exceeded sales goals and accomplished business objectives by inspiring staff and promoting target products.
- Developed compelling presentation decks to gain approval for ideas and communicate results.
- Collaborated cross-functionally with corporate, regional and other teams to maintain consistent message and experience.
- Held one-on-one meetings with team members to identify hurdles and offered insight into best remedy.
- Exceeded sales quotas and increased profitability through effective production and sales strategy and business planning.
- Resolved problems with customers to maintain relationships and increase return customer base.
Retail Store Manager
The Salvation Army
01.2009 - 05.2011
- Scheduled, trained and supervised all employees and volunteers.
- Achieved monthly goals for operating income.
- Coordinated and oversaw all home pick up requests.
- Set/implemented policies and procedures for proper collection, sorting and pricing of donated goods.
- Trained and oversaw cash management procedures including daily deposits and auditing of cash drawers.
- Interviewed and hired applicants, conducted performance evaluations and recommend salary changes.
Human Resources Manager/Office Manager
Jowell's Cabinets, Inc.
01.2002 - 05.2009
- Maintained Human Resources and company compliance with local, state and federal laws in addition to establishing organizational standards.
- Coordinated employee grievances and disputes in timely and professional manner by finding constructive solutions.
- Monitored and handled employee claims involving performance-based and harassment incidents.
- Managed Scheduling and Installation of products for all divisions of company.
- Collaborated with clients/vendors to ensure quality and timeliness of product.
- Financial responsibilities including purchasing, payroll, accounts receivable/accounts payable, marketing campaigns.
Education
Associate of Science - Business Management, Criminal Justice
Yavapai Community College
Prescott, AZ05.2025
Skills
- Process and Procedure Development & Improvements
- Operations Management
- P & L Review & Assessment, Budget Planning
- Customer Service, Conflict Resolution
- Staff Recruitment, Onboarding, Scheduling
- Deposit Preparation, Cash Management
- Strategic Selling
- Purchasing Management, Inventory Control
- Process and Procedure Development
- Vendor Relations
- Client Consultations
- Insurance Claim Regulations
- Life and Health Insurance Sales
- Claims Information Gathering
- Client Prospecting
Certification
Stacker, CPR, OSHA, AHIP
Timeline
Retail District Manager
Dollar General
05.2024 - 01.2025
Insurance Field Underwriter, Agent
Symmetry Financial
06.2023 - Current
Insurance Agent
Globe Life
03.2023 - 02.2024
Retail Store Manager
Ross Dress For Less
12.2022 - 03.2023
Retail Store Manager
Dollar Tree
08.2022 - 12.2022
Retail District Manager
Goodwill Of Central And Northern Arizona
05.2011 - 08.2022
Retail Store Manager
The Salvation Army
01.2009 - 05.2011
Human Resources Manager/Office Manager
Jowell's Cabinets, Inc.
01.2002 - 05.2009
Associate of Science - Business Management, Criminal Justice
Yavapai Community College
Awards
- Retail District Manager of the Year-July, 2019: Goodwill of Central and Northern AZ
- Retail Store Manager of the Year-March, 2016: Goodwill of Central and Northern AZ
- Civilian Employee of the Year-February, 2002: Yavapai County Sheriff's Office
- Unit Citation Award/Recruitment & Selection-April, 2001: Yavapai County Sheriff's Office
- Merit Award Board District 1 Representative-February 2001: Yavapai County Government
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