Philip Paul Ray Summers

Heredia, Heredia Province, Costa Rica

Training & Development Lead with 10+ years in Insurance & Customer Service

  • Developed and implemented comprehensive training programs at Accenture, enhancing employee skills and organizational knowledge.
  • Led and facilitated over 50 virtual and in-person training sessions on leadership, communication, and industry-specific competencies.
  • Assessed training needs and created tailored materials, maintaining alignment with industry standards and organizational goals.
Training Program Development
Expert
Designs, updates, and implements training programs for diverse organizational needs within insurance and customer service sectors.
Customer Service Management
Advanced
Manages complex customer service issues, ensuring effective resolution and fostering customer satisfaction.
Leadership & Team Building
Advanced
Provides ongoing coaching, mentorship, and leadership development to teams and individuals.
Performance Evaluation & KPIs
Intermediate
Monitors and evaluates training effectiveness and employee performance using assessments and KPIs.
Industry Compliance & Regulations
Intermediate
Stays current with industry regulations and best practices to ensure training content relevance.

Languages

English
Native
July 2024 - October 2025
INSURANCE/ANNUITIES PROCESS TRAINER LEAD | SENIOR ANALYST
Accenture
Developed and implemented training programs to enhance employee skills and knowledge across various departments., Led and facilitated in-person and virtual training sessions on leadership development, team building, communication skills, and other essential competencies., Assessed employee training...
July 2023 - July 2024
INSURANCE/ANNUITIES PROCESS TRAINER | ANALYST
Accenture
Designed, developed, and delivered comprehensive training programs to new and existing employees in the insurance sector., Created and updated training materials and manuals tailored to various insurance and annuity products and services., Conducted in-person and virtual training sessions on...
February 2023 - July 2023
INSURANCE/ANNUITIES CUSTOMER SERVICE | ANALYST
Accenture
Managed and troubleshoot complex customer service issues involving cross-functional partners using advanced technical skills., Problem-solved effectively to deliver impactful solutions and took ownership of customer issues, providing follow-up and escalation when necessary., Guided insured and...
February 2022 - February 2023
INSURANCE/ANNUITIES CUSTOMER SERVICE | RESOLUTION SPECIALIST
Accenture
Engaged with customers to understand needs, resolve issues, and answer product questions., Resolved escalated issues and prevented account losses by correcting discrepancies., Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support., Provided...
January 2021 - March 2022
CUSTOMER SERVICE | ASSOCIATE
Accenture
Delivered fast, friendly, and knowledgeable service for routine questions and service complaints., Met and exceeded productivity targets by providing top-notch customer service., Addressed inquiries, resolved customer issues, and managed customer relations., Relayed customer feedback to...
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PELL CITY HIGH SCHOOL
Advanced Academic Diploma

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