Alejandro - Customer Service Manager

Demonstrated experience with Customer Success & Service Management.

Demonstrated experience with Process Optimization.

Demonstrated experience with CRM Systems (HubSpot, Salesforce).

Demonstrated experience with Data Analysis & Reporting (Excel, Power BI).

Demonstrated experience with Digital Transformation / Automation.

Implemented a new scheduling program that improved operational efficiency by 20%.. Led digital transformation initiatives, migrating client data to OneDrive accessible via QR code.. Managed and trained customer service teams to improve response times and service quality.. Developed data-driven performance reports to track KPIs and optimize workflow.

Provided technical and billing support for English- and Spanish-speaking clients.. Achieved consistent high customer satisfaction ratings through proactive issue resolution.

Sold life and property insurance policies both door-to-door and over the phone.. Consistently exceeded monthly sales targets by focusing on client needs and relationship building.