Nicholas Swanson
San Antonio,TX
Summary
Professional, Goal Excellent, and Leadership are a few of many ways I describe myself. Throughout my boundless endeavors in multiple industries, not only have I met expectations, I have exceeded them. From owning an online business, to retail management, to even spearheading the insurance world, no challenge has been too much to handle. My ambitions now seek newer challenges and opportunities that I may be an asset, team player, and leader. I have passion and pride for the work I do and the career path that awaits me.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Licensed Insurance Sales Professional 2
USAA
San Antonio, Texas
02.2023 - 05.2024
- Assisted customers in selecting appropriate insurance policies and coverage levels to meet their needs.
- Provided quotes for potential customers on various types of insurance policies, including life, health, auto, home, and business.
- Conducted customer service calls to ensure satisfaction with current insurance policies.
- Maintained current knowledge of changes in the insurance industry by attending seminars and classes as required by state licensing regulations.
- Reviewed existing policies to identify opportunities for additional coverage or cost savings.
- Processed applications for new insurance policies and provided policy documents to customers.
- Developed relationships with local businesses to increase sales opportunities.
- Verified accuracy of information provided by applicants on application forms prior to issuing policy documents.
- Evaluated customer risk factors when underwriting applications for new policies.
- Performed administrative tasks associated with managing customer accounts such as updating contact information and payment details.
- Responded to inquiries and explained product features and service advantages to potential customers.
Licensed Insurance Sales Professional 3
USAA
San Antonio, Texas
08.2022 - 02.2023
- Assisted customers in selecting appropriate insurance policies and coverage levels to meet their needs.
- Conducted customer service calls to ensure satisfaction with current insurance policies.
- Reviewed existing policies to identify opportunities for additional coverage or cost savings.
- Maintained current knowledge of changes in the insurance industry by attending seminars and classes as required by state licensing regulations.
- Resolved customer complaints regarding product features or services related to their insurance policies.
Front End Team Lead
Walmart
San Antonio, TX
11.2021 - 08.2022
- Monitored cash drawers in 25 checkout stations to verify adequate cash supply.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
- Greeted visitors and customers upon arrival, offered assistance and answered questions to build rapport and retention.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Prepared weekly employee work schedules for team members.
- Completed stockroom tasks by leading stock team, receiving and unpacking merchandise and placing all products out on sales floor.
- Recruited and retained top talent, with focus on completing timely performance evaluations, providing positive feedback and rewarding superior performance.
- Promoted importance of security and customer tracking to minimize store losses.
- Reported facility and room maintenance problems to appropriate personnel for immediate remediation.
- Assessed sales reports to identify and enhance sales performance, support inventory oversight and capitalize on emerging trends.
- Kept orderly and accurate accounting records by monitoring sales documentation.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
- Trained team members in successful strategies to meet operational and sales targets.
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
Front End Academy Trainer
Walmart
San Antonio, TX
07.2021 - 11.2021
- Monitored cash drawers in 25 checkout stations to verify adequate cash supply.
- Responded to customer concerns with friendly and knowledgeable service and remedied issues promptly and effectively.
- Oversaw employee performance, corrected problems and increased efficiency to maintain productivity targets.
- Coached employees and trained on methods for handling various aspects of sales, complicated issues and difficult customers.
- Offered hands-on assistance to customers, assessing needs and maintaining current knowledge of consumer preferences.
- Trained team members in successful strategies to meet operational and sales targets.
- Prepared weekly employee work schedules for team members.
- Submitted reports to senior management to aid in business decision-making and planning.
- Carried out day-to-day duties accurately and efficiently
Deli/Bakery Associate
Walmart
San Antonio, United States
02.2020 - 06.2021
- Carefully prepared orders by slicing, weighing and packaging cheeses and meats and accurately calculated prices.
- Maintained clean, trash-free workspaces to maximize productivity and safety.
- Strictly followed sanitation and food safety guidelines as required by regulatory agencies and company.
- Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
- Listened carefully to customer instructions and prepared orders according to those preferences.
- Learned other teammates' work tasks to train as backup.
- Prepared all pastry items in accordance with standards of quality, quantity control, taste and presentation
- Offered immediate assistance and menu advice to guests, documented orders and conveyed special requests to baker and assistants
Online Co-Business Owner
Self Employed Online Stores Owner
Willington, CT
10.2012 - 01.2020
- Inspired fast growing several online businesses colleague and I created.
- Lead projects that involved three or more employees.
- Took time to discuss potential growth and business opportunities to further expand business.
- Worked weekends and some holidays to better our services to our many clients.
- Found newer more profitable ways to improve production and overall profit.
- Met almost unattainable deadlines for product shipment by utilizing self mental discipline and positive motivation to employees.
- Resolved many issues by compromising solutions.
- Practiced calm disposition when faced with an agitated client or customer.
- Years of online work and experience.
Education
Some College (No Degree) -
Manchester Community College
Manchester, CTGED -
Eastconn Community Learning Center
Willimantic, CTSkills
- Industry Regulations
- Organization
- Documentation
- Policy analysis
- Financial Planning
- Insurance sales strategy
- Account Management
- Customer Retention
- Team training and development
- Product Knowledge
- Licensed Insurance Agent
- Lead Development
- Human Resources Management
- Team Supervision
- Mentoring
- Coaching
- Influencing skills
- Schedule Management
- Diversity and Inclusion
- Resource Allocation
- Customer Needs Assessment
- Creative Thinking
- Customer Assistance
- Team Leadership
- Store Opening and Closing
- Decision Making
- Time Management
- Cash Handling
- Money Transfer Systems
- Team Cooperation
Certification
- Licensed in 51 states (including the District of Columbia) to underwrite and service; Automobile, Home, Umbrella, and Additional Items, Insurance.
Languages
English
Professional
Timeline
Licensed Insurance Sales Professional 2
USAA
02.2023 - 05.2024
Licensed Insurance Sales Professional 3
USAA
08.2022 - 02.2023
Front End Team Lead
Walmart
11.2021 - 08.2022
Front End Academy Trainer
Walmart
07.2021 - 11.2021
Deli/Bakery Associate
Walmart
02.2020 - 06.2021
Online Co-Business Owner
Self Employed Online Stores Owner
10.2012 - 01.2020
Some College (No Degree) -
Manchester Community College
GED -
Eastconn Community Learning Center
- Licensed in 51 states (including the District of Columbia) to underwrite and service; Automobile, Home, Umbrella, and Additional Items, Insurance.
Similar Profiles
Sai Sameera ChintalaSai Sameera Chintala
Software Developer at USAASoftware Developer at USAA
Elizabeth TaylorElizabeth Taylor
Associate Property Adjuster at USAAAssociate Property Adjuster at USAA
Joseph HaysJoseph Hays
Assistant Vice President Corporate Staff Technology at USAAAssistant Vice President Corporate Staff Technology at USAA
Jeremy FalknerJeremy Falkner
Associate Auto Adjuster at USAAAssociate Auto Adjuster at USAA
Maria CruzMaria Cruz
Barista at StarbucksBarista at Starbucks