Jose Lorenzo Garcia
Financial Foundations Manager
- Role
- Financial Foundations Manager at USAA
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
Experience
Financial Foundations Manager
Jun 2001 — Present
Jose is currently a Manager in Banking and Insurance Solutions for the Southwest Region (Phoenix) for USAA. He currently is managing an Onboarding team as part of the New Member Solutions group. His responsibilities include coaching and providing support to his team for new eligible members, deepening relationships, sustaining relationships with the US Military and their families. Previously he served as part of Separation/Divorce Center of Excellence, New Employee Training, and Blended teams for policy service. Jose is also responsible for developing Best in Class Insurance representatives. Jose has 15 years of insurance experience and helps to also mentor, develop, and train others in the insurance sales and service field. Jose has also worked in the travel industry for 10+ years including rental car and truck systems management with Budget, and a representative in the airline industry with Reno Air, United Airlines, and Southwest Airlines.Jose is a Political Action Team Action member at USAA, supporting our US Military, Banking and Insurance Solutions, and Career Empowerment in Arizona.
Education
University of Phoenix
Business, Marketing
2005 — 2007
Skills
- Mortgage Lending
- Customer Retention
- Customer Service
- Insurance
- Coaching
- Leadership
- Performance Management
- Financial Services
- Recruiting
- Result Oriented
- Risk Management
- Delegation
- Process Improvement
- Call Centers
- Innovation
- Fun
- Customer Satisfaction
- Team Building
- Sales Management
- Interviews
- Call Center
- Sales
- Executive Management
- Underwriting
- Vendor Management
- Finance
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