Patrick Guerrasio

Developed job lists, price sheets, and supply orders with Microsoft applications.

Handled inbound customer calls to address contract and service inquiries, improving retention.

• Cultivated relationships with loan officers, realtors, and title companies to facilitate home closings for clients.
• Utilized Microsoft applications to organize client records and streamline inbound and outbound communications.
• Leveraged Salesforce CRM daily to create accounts and document calls and customer interactions.

• Outbound calls to potential clients and current clients about updating their policies or servicing their account to increase retention.
• Using Salesforce CRM and Microsoft applications to keep customer record organized and work more efficiently.
• Taking in-office meetings with potential clients and current clients to write new policies or review their current policies.

• Customer service oriented position. Often called for help with problem solving with customers and helping with de-escalation.
• Created weekly schedules, assisted in hiring process and paper work, submitted weekly payroll.
• Assist with organizing occasional events around the store with other management.
• Financial accounting at the end of business days in the cash office.