Manuel Losoya
San Antonio
Summary
Experienced account executive with a strong focus on customer service and a track record of delivering exceptional results. Known for building and nurturing client relationships to ensure satisfaction and loyalty. Adept at integrating business management strategies into marketing initiatives for maximizing supplier partnerships. Committed to driving growth and achieving organizational goals through effective communication and collaboration.
Overview
15
15
years of professional experience
Work History
Goosehead Insurance Agency- Team Lead
Goosehead Insurance Agency
11.2021 - Current
- Goosehead Insurance is a personal lines brokerage for residential and commercial clients
- As a licensed Account Manager I maximized Salesforce to process service cases and complete inquiries for same day resolution
- During my tenured I was promoted from phone agent, case processor, advance agent specialty, Service Coach and now to my current roll as Team Lead for Specialty Services
- As a Team Lead I manage of team of 20-25 incoming phone agents to make sure goals are met with the required metrics within company standards, on monthly bases with monthly meetings
- Make out-bound calls to clients, partnered insurance carriers, sales agents, and lenders to deep dive into customer inquires
- Types of cases that are processed include; state-mandated policy changes, document request, mortgage updates, claims, and billing
- Meeting and exceeding monthly KPI's with desire to keep growing while earning performance bonuses
Meat Market Lead
HEB Grocery Store
11.2009 - 11.2021
- Offer great HEB service to both partners and customers by keeping our hospitality culture alive
- Contributes in implementing new processes to maximize productivity with the team
- Assist my leaders in building sales forecast and schedules to achieve goals of $250,000 in weekly sales
- Motivate the team to strive for perfection on compliance with food safety procedures and quality control guidelines by performing practices ORT audits on weekly basis
- Review warehouse invoices to ensure positive financial health of department
- Use cost Analysis to obtain the best gross profit margins on our products
- Contribute to store selling events through product placement, pricing, and promotion
- Coaching Partners on daily basis to fulfill exceptional hospitality service
Education
Bachelor of Business Administration - Business Administration
The University of Texas At San Antonio
San Antonio, TX12.2019
Associate of Business Administration - Business Administration
Northwest Vista College
San Antonio, TX06.2017
Skills
- CRM tools (Salesforce, Vonage, PartnerNet)
- Proficient in Microsoft word, Outlook, Excel, and Powerpoint
- Relationship building
- Customer Service Rapport
- Upselling and Cross Selling
- Staff Training
- Detailed-oriented
- Reliable and Responsible
- Adaptable and Flexible
- Courteous Phone Demeanor
- Team Leadership
- Multitasking and Prioritization
Timeline
Goosehead Insurance Agency- Team Lead
Goosehead Insurance Agency
11.2021 - Current
Meat Market Lead
HEB Grocery Store
11.2009 - 11.2021
Bachelor of Business Administration - Business Administration
The University of Texas At San Antonio
Associate of Business Administration - Business Administration
Northwest Vista College
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