- Roller skating
- Tennis
- Board games
- Reading
- Animals
Patrick Cassidy
Romeoville
Summary
Dedicated insurance professional passionate about empowering families to protect what matters most. Over five years of experience in customer service and team management, consistently delivering exceptional support while fostering strong client relationships. Proven track record of improving sales and customer satisfaction scores through effective communication and strong problem-solving skills. Equipped with multiple licenses and certifications in property, casualty, and life insurance, along with proficiency in numerous technical programs ensuring a comprehensive approach to client needs.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Agent Team Member
State Farm
06.2023 - Current
- Outside sales, telemarketing, and consumer account management for one of the largest State Farm offices in Illinois.
- Exceeded Sales Goals: Connecting with clients through cold calls, follow up, external leads and personal meetings to onboard and service new clients.
- Foster relationships with potential clients to identify needs and recommend products based on consumer needs while also cross selling to maximize the sale opportunity.
- Served existing customer accounts with changes to policy plans, resolving billing discrepancies, processing additional coverage requests.
Customer Service Manager
Swap.com | The Jay Group Ltd.
12.2019 - 06.2023
- Hired, trained and managed a team of representatives to assist patrons and sellers via phone and through digital ticketing systems.
- Handled escalated client cases and Better Business Bureau claims. Cooperated closely with our digital marketing team and financial team to determine trends in customer engagement.
- Improved Customer Experience: Identified and informed senior operations staff of customer pain points with proposals to decrease shipping times and reduce incorrect order fulfillment.
- Aided in the implementation of changes and generated new standards of operation for our shipping and returns department to reduce loss of revenue due to excessive returns.
Copy and Print Supervisor
Office Max Office Depot
08.2016 - 10.2017
- Managed a separate department within the store, specializing in the creation and production of marketing materials for local businesses and daily customers.
- Increased sales by 40%: Improved workflow within the department by changing operation layout and intake processes. Retrained employees to cross sell services and upsell products to provide customers with more professional products while increasing our department sales by 40% within the first 3 months.
Operations Manager
Office Max Office Depot
04.2015 - 08.2016
- Acted as a keyholder to open and close the store while managing staff on shift. reconciling cash drawers for deposit. Trained new employees in SOP for stocking the store and assembling planograms.acted as a floor manager in charge of operations of our warehouse. Coordinating incoming shipments and outgoing returns.
Education
Associates. - Digital Design
Rasmussen University
Romeoville, IL06.2015
Skills
- Management and Leadership
- Sales
- Customer Service
- Training
- ECRMS
- Communications
- Google Suites and Microsoft Office
- Zendesk
- Slack
- Zoom
- Photoshop
Certification
- Licensed Life Insurance Producer
- Licensed Health Insurance Producer
- Licensed Property and Casualty Producer
Interests
Timeline
Agent Team Member
State Farm
06.2023 - Current
Customer Service Manager
Swap.com | The Jay Group Ltd.
12.2019 - 06.2023
Copy and Print Supervisor
Office Max Office Depot
08.2016 - 10.2017
Operations Manager
Office Max Office Depot
04.2015 - 08.2016
Associates. - Digital Design
Rasmussen University