David Roe Email & Phone Number
Sales Operations Lead @ Five Bays Insurance Agency
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David Roe Location
- Atlanta, GA, US
David Roe Work
- Sales Operations Lead @ (January 2026 - Present)
- Customer Service Agent @ (February 2022 - May 2025)
- Customer Service Specialist @ (August 2021 - February 2022)
- Customer Service Representative @ (April 2021 - September 2021)
- Senior Sales Representative @ (April 2021 - August 2021)
- Customer Service Manager @ (March 2016 - May 2020)
- Assistant Manager @ Little Caesars (March 2014 - January 2016)
David Roe Education
- Armstrong State University
Computer Science
2013-2014
David Roe Skills
- Application Security
- Attention to Detail
- Billing Systems Transition
- CRM Data Entry & Accuracy
- CRM Follow-Up & Management
- CRM Management (Salesforce, HubSpot)
- Call Center Metrics & Performance
- Call Center Performance Optimization
- Call Deflection
- Cash Handling & Reconciliation
- Communication
- Compliance & Documentation Accuracy
- Compliance Monitoring
- Conflict Resolution
- Critical Thinking
- Cross-Functional Collaboration
- Cross-functional Team Leadership
- Customer Contact
- Customer Empathy & Communication
- Customer Experience (CX)
- Customer Experience (CX) Improvement
- Customer Needs Assessment
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Retention Strategies
- Customer Satisfaction Optimization
- Customer Service
- Customer Service Excellence
- Customer Service Management
- Data Analysis
- Data Entry
- Data Entry & Accuracy (90+ WPM, 10-Key)
- Data Entry Accuracy
- Data Integrity
- Data Management
- Data Security
- E-commerce Customer Service
- Employee Training
- Escalation Handling
- First Contact Resolution (FCR)
- Insurance Product Knowledge
- Insurance Sales
- Insurance Terminology
- Inventory Management & Auditing
- Local Marketing & Promotions
- Merchandising
- Microsoft Excel
- Microsoft Office
- Multitasking
- Onboarding & Employee Development
- Operations Management
- Order Management
- Personal Insurance Products
- Point of Sale (POS) Systems
- Policy & Claims Support
- Policy Quoting & Binding
- Problem Solving
- Process Improvement
- Process Improvement & Support Operations
- Refunds and Exchanges Processing
- Regulatory Compliance
- Remote Customer Service
- Revenue Growth Strategies
- Risk Analysis
- SaaS Customer Support
- SaaS Support Systems & Helpdesk Tools (Zendesk, Intercom, or similar)
- Sales
- Sales & Upselling Techniques
- Sales Growth Strategies
- Sales Leadership & Quota Achievement
- Sales Strategy & Execution
- Salesforce & Hubspot
- Salesforce CRM Management
- Service-Level Agreement (SLA) Adherence
- Shipping & Receiving Oversight
- Staff Training & Development
- Standard Operating Procedures (SOP) Development
- Standard Operating Procedures (SOPs)
- Store Management
- Team Collaboration
- Team Leadership
- Team Motivation
- Team Training & Development
- Technical Communication
- Tier 2 Customer Support
- Time Management
- Trend Analysis
- Upselling & Cross-Selling
- Voice of Customer (VOC) Management
David Roe Summary
- David Roe, based in Atlanta, GA, US, is currently a Sales Operations Lead at Five Bays Insurance Agency. David Roe brings experience from previous roles at Jerry, Nike, Progressive Insurance and Verizon. David Roe holds a 2013 - 2014 Computer Science @ Armstrong State University. With a robust skill set that includes Application Security, Attention to Detail, Billing Systems Transition, CRM Data Entry & Accuracy, CRM Follow-Up & Management and more. David Roe has 1 mobile phone numbers on RocketReach.
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