Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Shawn Montgomery

Merced,CA

Summary

Goal-driven Agency Director / Owner offering over 12 years of experience generating business, acquiring customers and meeting demanding sales objectives. Knowledgeable about personal lines, commercial products and financial services. History of exceeding sales, service and profitability goals on a consistent basis. Proficient in overseeing business operations effectively while using strategic and tactical planning abilities to generate new revenue and capitalize on market opportunities.

Overview

20
20
years of professional experience
1
1
Certification

Work History

Agency Director /Owner

Caring Senior Service
05.2011 - 05.2023
  • I started as a caregiver, giving care to our clients depending on their needs.
  • I moved into caregiver lead, where I over saw other caregivers and clients.
  • I moved into the office, where I started with organizing the office, files and day to day activities.
  • I then moved into Marketing, I would visit our referral sources and provide ourinformation and what service we were able to provide.
  • I then became Care Manager, I over saw day to day schedules, doing intakes for possible new clients and signing up new clients and covering shifts, if we did not have someone to over.
  • Next, I became Agency Director, I over saw the day to day operations, scheduling, covering shifts, and handling payroll.
  • Then I became owner, I over saw all aspects of the business, from hiring to scheduling, to payroll, to invoicing and anything else that was needed of me.

Customer Service Associate

Matrix Direct
04.2003 - 09.2010
  • Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer calls and emails to answer questions about products and services.
  • Provided training and support to new associates to help provide high-quality customer service.
  • Provided product and service recommendations to guide customers on products to meet varying needs.
  • Kept detailed records of customer interactions to track and resolve issues quickly.
  • Provided customer feedback to management and identified areas of improvement for products and services.
  • Developed and actualized customer service initiatives to decrease wait times.
  • Exhibited high energy and professionalism when dealing with clients and staff.

Education

Associates Degree - Business

South Western College
Chula Vista, CA
05.2012

High School Diploma -

Elko High School
Elko, NV
06.1984

Skills

  • Business Management
  • Reporting Requirements
  • Improve Performance
  • Cash Register Operations
  • Industry Best Practices
  • Team Direction
  • Hiring and Onboarding
  • Recruitment Strategies
  • Customer Relations
  • Employee Performance Reviews
  • Customer Inquiries
  • Scheduling Appointments
  • Workflow Schedules
  • Strong Telephone Etiquette

Accomplishments

  • Supervised team of 75 staff members.

Certification

  • Certified CNA
  • Home Care Training -

Timeline

Agency Director /Owner

Caring Senior Service
05.2011 - 05.2023

Customer Service Associate

Matrix Direct
04.2003 - 09.2010

Associates Degree - Business

South Western College

High School Diploma -

Elko High School

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Shawn Montgomery