Patrick Odom

Patrick Odom Email and Phone Number

Retirement Plan Manager and Specialist @ American Trust
Arlington, TN, US
Patrick Odom's Location
Arlington, Tennessee, United States, United States
Patrick Odom's Contact Details
About Patrick Odom

Innovative Director of Customer Service and Operations Manager with 20 years' experience. Strong tactical and strategic skills. Highly skilled in directing teams in delivery of exceptional service and advancement of top-level objectives; career record of surpassing client and organizational expectations. Proven expertise in development of financial frameworks as well as financial analysis and planning. Notable success shaping strategic vision and developing sophisticated strategies to drive profitability and sustain growth. Veteran of the United States Army.

Patrick Odom's Current Company Details
American Trust

American Trust

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Retirement Plan Manager and Specialist
Arlington, TN, US
Patrick Odom Work Experience Details
  • American Trust
    Retirement Plan Manager And Specialist
    American Trust
    Arlington, Tn, Us
    View
  • American Trust
    Retirement Plan Manager / Specialist
    American Trust Jan 2024 - Present
    Bartlett, Tennessee, United States
    View
  • American Trust
    Client Services Manager
    American Trust Nov 2023 - Jan 2024
    Bartlett, Tennessee, United States
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  • Lotus & Windoware
    Customer Service Manager
    Lotus & Windoware Mar 2021 - Oct 2023
    Memphis, Tennessee, United States
    Recruit, interview, hire and establish training program for all customer service personnel. Oversee the daily workflow of the department supervisory staff. Provide constructive and timely performance evaluations and handle discipline and termination of employees in accordance with company policies.
    Draft, implement, and execute policies and procedures to facilitate a quality customer service experience.
    Establish performance metrics for customer service representatives using Salesforce, NetSuite Nextiva Call Center, Ring Central, production levels, call recordings, and QA standards.
    Reduce damage claims by 28% by requiring end-user shipment counts
    Establish service levels and requirements for the department.
    Develop and implemented NetSuite to record, assess, and analyze customer feedback.
    Develop and implemented training and quality assurance programs for new hires and experienced employees.
    Identify, recommend and establish a call center phone system and expansions to technology, equipment, and policies that improved customer service and retention.
    Liaison between the customer service department and other divisions in the company such as Accounting, Shipping and Sales.
    CRM experience with Salesforce and NetSuite.
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  • 101 Mobility Memphis
    General Manager
    101 Mobility Memphis Aug 2020 - Jan 2021
    United States
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  • Z-Tech Central
    Operations Manager
    Z-Tech Central Jun 2018 - May 2020
    Memphis Metropolitan Area
    Oversee operations for an alarm monitoring station. Provide strategic plans and reviews; prepare and complete action plans; implement production, productivity, quality and customer-service standards; resolve problems; complete audits; and identify trends.• Handle HR functions to include recruitment, hiring, training, and scheduling.• Communicate job expectations; planning, monitoring, appraising, and reviewing job contributions.• Plan and review compensation actions; developing and enforcing policies and procedures.• Prepare the annual budget; forecast requirements; schedule expenditures; and analyze variances.• Develop, implement, enforce, and evaluate policies and procedures for receiving product, equipment utilization, inventory management, and shipping.• Analyze process workflow, employee and space requirements, and equipment layout; implement changes.• Maintain a safe workplace by establishing standards and procedures in compliance with OSHA and other regulations. • Communicate customer issues with operations team and devise ways of improving the customer experience.
  • Massmutual
    Advanced Retirement Specialist
    Massmutual 2014 - 2018
    Memphis Metropolitan Area
    Implemented both tactical and strategic service and efficiency improvements.• Completed MassMutual’s Directors Training program.• Achieved 96% customer satisfaction approval rating on 15,862 transactions.• Conducted analysis and coordinated with I.T. department to address 1099-R access which lead to a decrease in call volume and lowered costs.• Facilitated team building exercises to increase productivity during weekly team meeting.• Consistently surpassed aggressive sales targets and won Top Reflex Roll-In Performer recognition by qualifying $21 million in rollover sales.• Coached new personnel to function effectively in capacity of 401(k), 403(b), 457's and Pensions.
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  • Medical Necessity
    General Administrative Manager
    Medical Necessity 2010 - 2014
    Memphis Metropolitan Area
    Directed up to 15 personnel to provide customer service and patient assistance for a medical device company.• Drafted comprehensive proposals for patients detailing medical equipment and managed inventory.• Successfully achieved First Place in Profitability of 107% through removal of excess inventory, attainment of larger discounts from suppliers, reduction of vendor ranks, and add-on sales.• Recruited, hired, mentored, and trained personnel to deliver punctual, efficient deliveries of medical supplies and equipment to patients.• Created monthly, quarterly and yearly budgets.
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  • Diversified Marketing
    Network Administrator/Training Manager
    Diversified Marketing 2004 - 2010
    Gulf Shores, Alabama, United States
    Responsible for management, supervision, and organization of the network operations to provide support of IT systems in order to meet or exceed agreed upon service levels. • Initially recruited to develop nationwide sales newsletter for all company offices that successfully increased sales by providing best practices.• As Training Manager, developed sales program and highly-successful credit and collections program which achieved 47% revenue boost.• Served as Network Administrator to oversee antivirus protection, Windows updates, spyware excision, hard drive defragging, disc imaging, data recovery, implementation of network, and user management.

Patrick Odom Education Details

Frequently Asked Questions about Patrick Odom

What company does Patrick Odom work for?

Patrick Odom works for American Trust

What is Patrick Odom's role at the current company?

Patrick Odom's current role is Retirement Plan Manager and Specialist.

What is Patrick Odom's email address?

Patrick Odom's email address is pa****@****ral.com

What is Patrick Odom's direct phone number?

Patrick Odom's direct phone number is +190123*****

What schools did Patrick Odom attend?

Patrick Odom attended Western Governors University.

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