Zachary Lance

Summary

Proactive and meticulous professional with over 11 years of experience in the retail industry. Proficiencies in inventory control, sales, staff training and development. Customer-oriented team player with expertise generating optimal satisfaction levels while building profits and client generation.

Overview

11

years of professional experience

4

years of post-secondary education

Work History

Insurance Account Specialist

Hank Gerdes State Farm

Buda, TX

05.2024 - Current

Worked effectively in fast-paced environments.
Cultivated interpersonal skills by building positive relationships with others.
Identified issues, analyzed information and provided solutions to problems.
Paid attention to detail while completing assignments.
Developed and maintained courteous and effective working relationships.
Educated clients on insurance policies and procedures
Analyzed customer needs to provide customized insurance solutions
Generated leads through cold-calling, networking and other outreach methods
Identified and solicited sales prospects in agency databases
Calculated premiums and established payment methods for sales
Met with customers to provide information about available products and policies
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Collected premiums on or before effective date of coverage
Delivered exceptional customer service, resolving issues promptly and maintaining long-term client relationships

Receiver

Total Wine & More

05.2023 - 04.2024

Handle day-to-day shipping and receiving overseeing more than 450 cases per day.
Train new employees on receiving procedures, improving overall team performance.
Resolve discrepancies between purchase orders and delivered goods promptly, minimizing negative impacts on business operations.
Conduct counts and audits of inventories to identify and resolve discrepancies in records.
Expedite returns of damaged or incorrect items to suppliers, ensuring timely resolution of issues.
Enhance warehouse organization by categorizing items according to size, weight, or type for efficient storage and retrieval processes.
Ensure timely processing of incoming shipments to minimize stock shortages and improve customer satisfaction.

Assistant Manager

Total Wine & More

11.2021 - 05.2023

Exceeded WD/SD/NPS metrics by emphasizing the value of quality customer service
Taught Spirits and Wine classes to educate and taste customers on Winery and Spirits Direct items to maximize profits by selling the highest margin items.
Mentored junior staff members in their professional development by offering guidance/support in their assigned roles.
Assisted in recruiting, interviewing, hiring, and onboarding of new employees to maintain adequate staffing levels.
Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.
Scheduled staff shifts to ensure proper coverage during peak shopping hours without exceeding labor budgets.
Increased sales through effective merchandising strategies and targeted promotions.
Conducted employee performance evaluations, providing constructive feedback for growth and development.

Assistant manager

Tractor Supply Company

11.2019 - 10.2021

Developed strong working relationships with staff, fostering a positive work environment.
Established performance goals for employees and provided feedback on methods for reaching those milestones for Private Label Credit Card applications and customer service score.
Ensured compliance with all safety regulations by conducting regular inspections of equipment/operations within the store.
Lead the implementation of Covid-19 Protocols to ensure the health and safety of customers and team were the highest priority.

Multiple Positions Held

Target

07.2013 - 10.2019

Sr. Team Lead: July 2018 – October 2019
Acted as Manager on Duty for opening and closing shifts
Created plans to maximize profits in each department during my shifts.
Team Lead: October 2015 – July 2018
Consistently surpassed customer satisfaction goals by prioritizing customer needs.
Remodel Team Lead: August 2015 – October 2015
Completed whole store remodel one month ahead of schedule due to daily planning and communication with team and contractors.
Perishables Assistant: March 2014 – August 2015.
Team Member: July 2013 – March 2014.

Education

High School Diploma -

Sudan High School, Sudan, TX

08.2007 - 05.2011

Skills

Time management abilities

Punctual and Reliable

Multitasking Abilities

Excellent Communication

Policy Enforcement

Recruiting and interviewing

Employee Coaching and Mentoring

Inventory Management

Managing Operations and Efficiency

Customer Service

Problem-Solving

Client Relationship Building

Customer Engagement

Account Management

Client needs analysis

Work Availability

monday

tuesday

wednesday

thursday

friday

saturday

sunday

morning

afternoon

evening

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Work Preference

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid

Important To Me

Career advancementWork-life balanceCompany CulturePaid time offWork from home optionPersonal development programs

Timeline

Insurance Account Specialist - Hank Gerdes State Farm

05.2024 - Current

Receiver - Total Wine & More