Summary
Overview
Work History
Skills
Additional Information
Timeline
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Madisyn Patino

Roanoke,TX

Summary

Driven and diligent individual seeking a career within the Insurance Industry, newly Texas Resident licensed for Property and Casualty insurance. Sales motivated with a track record of enhancing customer satisfaction. Skilled in professional phone etiquette and adept at policy investigations, consistently achieving results through effective communication and organizational skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

2
2
years of professional experience

Work History

Relationship Manager, Operations

Soccer Spectrum
09.2023 - 07.2024
  • Trained and lead 15 direct reports; providing strategic guidance in fast-paced environment. Created process for training new employees to handle sales for new members, this resulted in a speedy processing time and increased sales by 28% YOY.
  • Handle organizing and overseeing of all event planning for tournaments reaching over 150 attendees; coordinating staff & vendor attendance for events.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
  • Spearheaded client retention initiative that significantly reduced churn rates through strategic engagement efforts. Achieved overall successful increase of 85% retention and collections of balances owed with instituting new process.
  • Implemented CRM best practices, improving data accuracy and usability for client management.
  • Developed referral program that incentivized current clients to refer new business, leading to increased client base.

Operations Manager

WhirlyBall and LaserWhirld
07.2022 - 04.2023
  • Reported policy changes and company conditions affecting customer satisfaction.
  • Managed inventory and supply chain operations to achieve timely and accurate delivery of goods and services by 65%.
  • Developed and maintained relationships with external vendors and suppliers.
  • Analyzed data trends to identify potential bottlenecks in operations workflow, implementing strategies to mitigate risks accordingly.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
  • Tracked the progress of all outstanding insurance claims.
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Led hiring, onboarding and training of new hires to fulfill business requirements.

Skills

  • Team Management
  • Process Improvement & Quality Assurance
  • Business Administration
  • Excellent client relationship experience
  • Proactive team player
  • Articulate and well-spoken
  • Training, Coaching and Mentoring
  • Data entry & Organizational skills
  • Cross-Functional Teams
  • Career Growth Strategy Development
  • Marketing Management & Business Development
  • Problem-solving abilities
  • Adaptability and Analytical Skills

Additional Information

Texas Resident Agent General Property & Casualty Licensed - 2024

Bachelor of Business Administration in Business Management | Dallas Baptist University, Dallas, TX - May 2025

Timeline

Relationship Manager, Operations

Soccer Spectrum
09.2023 - 07.2024

Operations Manager

WhirlyBall and LaserWhirld
07.2022 - 04.2023

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Madisyn Patino