Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Simon Coffsky

Atlanta

Summary

Strategic-minded CRM and operations professional with experience supporting sales, service, marketing, market placement, and accounting/finance teams across business lines. Using data and technology to drive action in business operations.

Overview

5
5
years of professional experience

Work History

Dynamics Sales Development Representative

Brown & Brown Insurance
Atlanta
08.2024 - Current
  • GA Teammate of the Year 2024
  • Lead CRM strategy, sales enablement, analytics, and systems training — for Georgia retail operations and special initiatives globally.
  • Technology operations specialist for employee benefits, property, casualty, executive, cyber, and personal insurance teams. Assist with finance and accounting.
  • Data analytics and reporting — designing project solutions, sales metrics, dashboards, and operating procedures to support cross functional teams.

Research Assistant

University of Georgia
Athens
02.2024 - 05.2025
  • Turned multiple raw data sets with millions of observations into insights and models with coding & data science.

Bartender / Assistant General Manager

City Bar & Associated Brands
Athens
01.2021 - 05.2024
  • High performing sales professional.

Intern

Brown & Brown
07.2023 - 08.2023
  • Risk management - sales and service, commercial insurance & employee benefits.

Intern

Sandstone Real Estate
Miami
06.2022 - 06.2022
  • Real Estate brokerage focused on commercial development.

Education

BBA - Economics

University of Georgia - Terry College of Business
GA
05-2024

Skills

  • Dynamics CRM
  • Business Operations
  • Metrics and Reporting
  • Data Analysis and Visualization
  • M365 CoPilot
  • Sales Strategy
  • Account Management System
  • Process Improvement

Timeline

Dynamics Sales Development Representative

Brown & Brown Insurance
08.2024 - Current

Research Assistant

University of Georgia
02.2024 - 05.2025

Intern

Brown & Brown
07.2023 - 08.2023

Intern

Sandstone Real Estate
06.2022 - 06.2022

Bartender / Assistant General Manager

City Bar & Associated Brands
01.2021 - 05.2024

BBA - Economics

University of Georgia - Terry College of Business
Simon Coffsky