Richard Gibbs

Lewisville

Summary

Results-driven project management and operations professional with extensive experience leading client-facing projects, coordinating cross-functional teams, and optimizing business processes. Leverages a background in sales, insurance, and financial advisory to strengthen client relationships, drive revenue growth, and improve operational efficiency. Skilled in project planning, scheduling, budget management, process improvement, and stakeholder communication, with a proven track record of delivering projects on time, within budget, and with high client satisfaction. Currently pursuing a Series 65 license to expand investment and advisory expertise.

Overview

years of professional experience

Work History

Project Manager & Outside Sales Rep

Absolute Construction

Plano

01.2025 - Current

Manage multiple residential and commercial construction projects, overseeing budgets, scheduling, and execution from initiation through completion.
Conduct on-site roof inspections to assess damage, define project scope, and recommend effective solutions.
Partner with homeowners and business owners to review insurance coverage, explain the claims process, and align project scope with approved claims.
Collaborate with insurance adjusters to ensure accurate damage assessments, proper scope of work, and maximum claim approval.
Develop and manage project schedules, coordinating subcontractors, suppliers, and internal teams to ensure on-time delivery.
Serve as the primary client contact, building strong relationships that drive high satisfaction and repeat business.
Generate new revenue through outside sales, client acquisition, and referral development.
Coordinate subcontractors and vendors to maintain workflow efficiency, safety compliance, and quality standards.
Implement process improvements to streamline operations and reduce delays.

Finance Advisor

New York Life Insurance Co

Frisco

05.2023 - 01.2025

Contributed to 7% growth in managed assets and maintained 96% client retention.
Conducted financial analyses to support operational decision-making and strategic planning.
Maintained ongoing client communication and executed financial processes using Salesforce and DocuSign, ensuring timely execution of deliverables.
Collaborated with colleagues to streamline processes, improve efficiency, and maintain regulatory compliance.

Licensed Insurance Agent

Allstate

Coppell

11.2019 - 05.2023

Managed multiple client accounts, maintaining 92% annual retention through proactive engagement and ongoing reviews.
Conducted needs assessments and developed solutions aligned with client goals, improving operational efficiency and customer satisfaction.
Processed policy renewals, endorsements, and claims while ensuring compliance with regulatory requirements.
Collaborated with cross-functional teams and leveraged Salesforce and Lead Manager to improve service delivery, reduce errors, and enhance workflow efficiency.

Telesales Representative

Verizon Wireless

Irving

11.2016 - 11.2019

Built and maintained customer relationships, scheduled consultations, and resolved inquiries efficiently.
Converted leads into sales while maintaining accurate account and operational records using Salesforce, Zendesk and Microsoft Dynamics.
Contributed to process improvements in account management and customer service operations.
Ensured compliance with data privacy and corporate policies.

Education

High School Diploma -

Southwest High School

Fort Worth, TX

Skills

Project & Operations Management: Project planning, scheduling, budget oversight, workflow optimization, subcontractor/vendor coordination
Leadership & Collaboration: Cross-functional team leadership, stakeholder & client relationship management, client advisory
Business & Revenue: Revenue growth, business development, negotiation & sales, risk management, compliance

Construction & Technical Expertise: Roof/property inspections, scope assessment, quality & safety compliance, insurance claims evaluation
Technical & Analytical: CRM & Data Management, Microsoft Office (Word, Excel, SharePoint, PowerPoint)
Attention to Detail: Meticulous execution and adherence to established processes

Timeline