Travis Tobias
Austin,TX
Summary
Motivated individual seeking to continue advancing with The Zebra. Experienced Auditor focused on improving business compliance, workflow and processes through detailed audits and optimization recommendations. Successful track record of fully evaluating information, structures and procedures and initiating corrective actions.
Overview
22
22
years of professional experience
Work History
Policy Auditor
The Zebra
05.2023 - Current
- Helped establish new auditing processes during Epic integration.
- Helped bring audit turn around time from 30+ days to 24hrs.
- Audited all home and auto policy to ensure policy was written cleanly and all post sale requirements were completed.
- Spotted negative trends and tendencies of advisors and carriers and formulated plans for improvement.
- Analyzed data and findings to prepare reports detailing all post sales requirements completed and still pending.
- Ensured Zebra revenue was mapped for all sold policies and corrected mistakes as needed.
Customer Service Associate
The Zebra
01.2022 - 05.2023
- Assisted customers with signing application and collected any post sale requirements, set tasks for any requirements that could not be completed at time of first call and followed up with customer to complete tasks.
- Developed deep knowledge of different carriers and assisted any customers calling in with any problems.
- Completed policy endorsements for customers.
Customer Experience Associate
The Zebra
06.2021 - 01.2022
- Was first point of contact for customers calling, collected customer basic information and ensured information customer entered in website was complete and accurate.
- Determined whether customer should be transferred to Zebra advisor or to Zebra partner agency.
- Responded to high volume of incoming calls utilizing listening and communication skills to identify customer needs and opportunities.
Lead Welder
Skotz Inc.
04.2018 - 04.2020
- Coordinated field projects and lead four-man welding crew working on new residential development projects.
- Worked with customer to ensure job met their vision
- Welded in flat, horizontal, vertical, and overhead positions.
- Inspected welds and checked critical measurements to meet specifications.
Heavy Equipment
Turner Contracting
03.2016 - 05.2017
- Kept flow of strip mining project
Crew Boss
Gulf Coast Striping
03.2015 - 01.2016
- Managed three-man crew in laying out and striping parking lots for new commercial construction projects.
Oil Field Tool Pusher
Kelly Bros.
01.2012 - 02.2015
- Led large crew in oil field operations.
Special Forces Operator
U.S. Army
02.2002 - 08.2011
- Junior Weapons Sergeant on Specials Forces ODA
- Helped ensure myself and all team members were physically fit and tactically proficient for combat deployments.
- Was part of planning and executing combat operations during multiple deployments.
Education
MIG, TIG & GSAW Welding Certification - Welding
Lincoln Technical Institute
South Windsor, CT04.2018
Excavator Certification for CAT 312, 308, & 303 -
Allied Career Training
Dothan, AL03.2016
High School Diploma -
Cibola High School
Yuma06.2000
Skills
- US Army Special Forces Veteran with eight years of experience in multifaceted, evolving leadership positions
- Excellent Interpersonal & Communication Skills
- Report Creation
- Audit Coordination
- Audit Reporting
- Proficient in Microsoft Word and Excel
Timeline
Policy Auditor
The Zebra
05.2023 - Current
Customer Service Associate
The Zebra
01.2022 - 05.2023
Customer Experience Associate
The Zebra
06.2021 - 01.2022
Lead Welder
Skotz Inc.
04.2018 - 04.2020
Heavy Equipment
Turner Contracting
03.2016 - 05.2017
Crew Boss
Gulf Coast Striping
03.2015 - 01.2016
Oil Field Tool Pusher
Kelly Bros.
01.2012 - 02.2015
Special Forces Operator
U.S. Army
02.2002 - 08.2011
MIG, TIG & GSAW Welding Certification - Welding
Lincoln Technical Institute
Excavator Certification for CAT 312, 308, & 303 -
Allied Career Training
High School Diploma -
Cibola High School
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