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Jason Lorz
Sheboygan,WI
Work Preference
Summary
RESULTS-DRIVEN, DYNAMIC SALES & CUSTOMER SERVICE PROFESSIONAL with 25+ years of generating business and revenue growth for high volume departments, national accounts, partners, and clients as well as providing above and beyond service to satisfy customer needs. Strategic in relationship building and creating innovative sales & marketing strategies that secure and nurture high profile accounts. Implements initiatives and exceeds expectations in sales and market share growth. Strong attention to details with the analytical ability to identify opportunities and assess challenges. EXHIBITS EXCEPTIONAL PROFESSIONALISM: Communicates with the team to create a supportive culture. Ability to acquire new skills and knowledge to establish benchmarks for performance. Capable of adapting to a dynamic marketplace and utilizing information to make informed strategic decisions. Possessing astute market knowledge to provide creative, innovative, enthusiastic and forward-thinking leadership in a team environment. SEEKING TO LEVERAGE: My vast skill base and experience to obtain a position where I can maximize my knowledge of technology, business development, exceptional communication, customer service, and relationship building skills. KEY ATTRIBUTES: SALES SUCCESS - Catapulted year-over-over growth with over 100%+ of quota achieved, which contributed to a high-value, revenue-driving business. LEAD GENERATION - Expanded client base and built a large referral network to gain new leads from Microsoft, Microsoft Business Solution Partners, client service, and customer service companies.
Overview
25
25
years of professional experience
Work History
Senior Associate, Premier Member Services CC
HSA Bank
Sheboygan, Wisconsin
08.2018 - Current
- Provided world class and award winning customer service to all types of customers.
- Obtain client information by answering chat, telephone, and e-mail communications.
- Determine eligibility by comparing client information to requirements.
- Identify customers' needs, clarify need/pertinent information, research every issue, and provide solutions.
- 100% compliance completed before 1st round is due.
- Maintaining current training to keep up on current product knowledge and mandates from federal, state, and local laws as required.
- Perform other duties as assigned.
- Keep records of all conversations in our call center database in a comprehensible way.
- Follow call center 'scripts' when handling different topics and situations.
- Continue to build sustainable relationships and engage customers by going the extra mile.
- A division of Webster Bank, N.A.
- Obtained multitude of Bravo Awards and several bonuses for providing customer service above and beyond the normal realm.
- Featured on the Highest Monthly Call/Chat Quality board many times and multi-time winner of highest quality for the quarter luncheon.
- Submitted 300+ continuous improvement ideas.
Director Of Business Development
The Job Helpers
Fargo, ND
07.2018 - 12.2018
- Source and recruit new clients for future projects and oversee the performance management process, by collaborating with the internal recruiting team.
- Hold meetings with potential employers and candidates regarding work assignments to ensure legal compliance when performing applicable federal and state employment requirements.
- Create and post jobs on multiple jobs boards, websites and social media recruiting by providing staffing solutions for all levels.
- Serve clients by educating them about the latest trends in the human resources industry and by establishing meaningful relationships.
- Build connections on LinkedIn, The Job Helpers website, online job boards, career fairs, and other local venues.
- Study the stages of the job seeking process and position career services accordingly.
- Focus on fulfillment services by studying existing and potential volume of relationships.
- Maintains professional and technical knowledge by being a constant learner; reviewing company publications; and establish personal networks by participating in professional societies.
Sales and Leasing Consultant
Corwin Chrysler Dodge Jeep Ram
Fargo, ND
05.2016 - 05.2018
- SELL SELL SELL
- Closed sales by overcoming objections; asking for sales; negotiating price; completing sales or purchase contracts; explaining provisions; explaining and offering warranties, services, and financing; collects payment; delivers automobile.
- Understands automobiles by studying characteristics, capabilities, and features; comparing and contrasting competitive models; inspecting automobiles.
- Develops buyers by maintaining rapport with new and previous customers; suggesting trade-ins; meeting prospects at community activities; greeting drop-ins; responding to inquiries; recommending sales campaigns and promotions.
- Qualifies buyers by understanding buyer's requirements and interests; matching requirements and interests to various models; building rapport.
- Demonstrated automobiles by explaining characteristics, capabilities, and features; taking drives; explaining warranties and services.
- Provided sales management information to help complete the sale.
- Continual renewal of product knowledge by participating in educational opportunities and reading professional publications.
- Enhanced dealership reputation by accepting ownership for accomplishing new and different requests; exploring opportunities to add value to job accomplishments.
- Completed other duties as assigned.
- Assisted in training of new hires.
- Prepared vehicles for delivery to customer.
- Performed upkeep on show floor and car lot to professionally display vehicles.
- Achieved and sustained constant 100% CSI score (customer service rating).
- Achieved highest monthly gross multiple times.
Business Development & Inside Sales Manager, Channel Partner Recruiter, and Call Center Supervisor
FishNet Marketing LLC
West Fargo, ND
11.2010 - 05.2016
- Contacted potential clients and customers through various mediums to qualify them as a potential customer and partner.
- Met and exceeded team goals through company matrix.
- Created and implemented new contracts to increase company revenue and produce higher quality leads for clients.
- Created compelling scripts to assist Inside Sales members to generate new leads for our clients.
- Provided in-depth assistance to Inside Sales Reps who need additional help and training.
- Developed and implemented training programs for new hires and new projects outside of the normal scope of business.
- Recruited Channel Partners for software companies like Microsoft, Sage, and ISVs for our clients looking for channel partners.
- Cultivated a fun and open-communication work environment.
- Assisted in developing marketing strategies through various mediums.
- Created reports to FishNet Management, employees, partners, and clients with relevant information for the current project(s).
- Reported sales metrics and suggested changes to FishNet and our clients/partners.
- Generated contact lists for FishNet, clients, and partners to use in various campaigns.
- Keep records of all conversations in our call center database in a comprehensible way.
- Performed other duties as assigned.
- Researched and implemented new methods of increasing engagement across the board.
- Built sustainable relationships and engage customers by going the extra mile.
- Target Partners - SMB Cloud Champion, Accelerate, Advisor Partners, and ISVs looking for Channel Partner Recruiting as well as CTM space partners for Windows Azure.
- Target Products - Office365, Windows Azure, & Product/Service Event Calling.
- Catapulted company's year-over-over growth with over 100%+ of quota achieved.
- Selected by Microsoft for several pilot programs from work done by my team and me.
- Obtained the highest amount of referrals out of all Business Development Managers in company history.
CSR
SEI LLC
Fargo, North Dakota
07.2009 - 11.2010
- Provided award-winning customer service and tech support to customers over the phone, e-mail, and remote assistance via the internet.
- Understand customer needs to suggest services and settings that fit their needs to increase customer satisfaction and company revenue.
- Received multiple recognition awards for providing above and beyond customer service.
- Maintained notes on each interaction with the customers.
- Explain features, services, and circumstances to the customers.
- Assisted new hires with additional training post initial training class.
- Performed other duties as assigned.
- Consistently received 'kudos' on a weekly basis from customers I assisted.
CSR V
US Bank
Fargo, North Dakota
11.2003 - 08.2008
- Provided world class and award winning 5-star customer service to all types of customers worldwide including personal, business, commercial, government, and military.
- Obtained client information by answering telephone calls; interviewing clients; verifying information.
- Determined eligibility by comparing client information to requirements.
- Identified customers' needs, clarified information, researched every issue, and provided solutions.
- Suggested products/services they can use and purchase.
- Completed many hours of training to acquire multiple new 'skills' (products we were assigned).
- Achieved capping of skills (learned all available skills at that time).
- Maintained current training to keep up on current product knowledge and mandates from federal, state, and local laws as required.
- Managing large amounts of inbound and outbound calls promptly.
- Performed other duties as assigned.
- Provided training in a conference room environment to newer hires and people who were learning a new 'skill'.
- Kept records of all conversations in our call center database in a comprehensible way.
- Followed call center 'scripts' when handling different topics and situations.
- Obtained multiple '5 Star Service' Awards for providing customer service above and beyond the normal realm.
- Built sustainable relationships and engage customers by going the extra mile.
- Received multiple 5-Star Service Awards.
- Completed calls with satisfactory results under average & target times.
Professional Debt Collector
IC System
Fargo, North Dakota
06.2001 - 07.2002
- Took escalated calls from level I collectors.
- Preformed skip tracing to track down the correct individual who incurred debt.
- Kept track of assigned accounts to identify outstanding debts.
- Overcame stalls and objections & suggest money sources for debt payment.
- Negotiate payment terms and methods when right party is reached.
- Negotiated settlements outside of normal guidelines, authorized credit bureaus deletions, negotiated payment arrangements over a longer span of time than normal, took accounts out of treatment (closed accounts) within certain guidelines.
- Advised management regarding collection strategy effectiveness for various portfolios.
- Investigated and resolved discrepancies.
- Performs other duties as assigned.
- Obtained sensitive information such as credit/debit card(s), checking account, SSN, address, and alternate phone number(s) in a professional manner.
- Assisted debtor in planning course of action to repay outstanding payments.
- Answered questions and handled complaints.
- Alerted superiors of debtors unwilling or unable to pay when necessary.
- Complied with requirements when legal action is unavoidable.
- Performed other duties as assigned.
- Redeemed my soul.
Education
High School Diploma -
West Fargo High School
West Fargo, NDSkills
- Customer Service Management
- Customer Support
- Exceptional customer service skills
- B2B Business Development/Sales
- B2C Business Development/Sales
- New Product Introduction
- Team/staff Training/coaching/mentoring
- Team/staff Management/Supervision
- Recruiting
- Analytical Thinking/Problem Solving
- Microsoft Office Suite/CRM
- Decision-making
- Exceptional interpersonal communication
- Excellent time management skills
- Team building and leadership
- Complaint resolution/retention
- Exceptional telephone etiquette
- Escalation conflict/issue resolution techniques
- Call center management
- Positive and constructive feedback
- Training and coaching
- Meticulous attention to detail
- New hire training
- Performance evaluations
- Continuous improvement
- Call monitoring/QA/QM
- Technical support
- Tactful and diplomatic
Attributes
- SALES SUCCESS - Catapulted year-over-over growth with over 100%+ of quota achieved, which contributed to a high-value, revenue-driving business.
- LEAD GENERATION - Expanded client base and built a large referral network to gain new leads from Microsoft, Microsoft Business Solution Partners, client service, and customer service companies.
- CRM SYSTEM MANAGEMENT - Tech-savvy team member comfortable with quickly learning new systems and using data to qualify new customers and administer responsibilities.
Timeline
Senior Associate, Premier Member Services CC
HSA Bank
08.2018 - Current
Director Of Business Development
The Job Helpers
07.2018 - 12.2018
Sales and Leasing Consultant
Corwin Chrysler Dodge Jeep Ram
05.2016 - 05.2018
Business Development & Inside Sales Manager, Channel Partner Recruiter, and Call Center Supervisor
FishNet Marketing LLC
11.2010 - 05.2016
CSR
SEI LLC
07.2009 - 11.2010
CSR V
US Bank
11.2003 - 08.2008
Professional Debt Collector
IC System
06.2001 - 07.2002
High School Diploma -
West Fargo High School