ADELIA D RODRIGUEZ
HOUSTON
Summary
Accomplished Licensed Insurance Agent with a proven track record at LA INSURANCE, exceeding sales targets through advanced marketing techniques and exceptional client relationship management. Expert in insurance sales and policy management, I thrive on new agent training and delivering top-tier customer service, achieving high client retention rates.
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
Work History
Licensed Insurance Agent
LA INSURANCE
08.2022 - Current
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Educated clients on insurance policies and procedures.
- Analyzed customer needs to provide customized insurance solutions.
- Cross-sold insurance products to existing clients to reach sales targets.
- Finalized sales and collected necessary deposits.
- Cash handling
- Marketing
Licensed Insurance Agent
TEXAS INSURANCE AGENCY
11.2021 - 08.2022
- Calculated quotes and educated potential clients on insurance options.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Promoted products and services using upselling and other sales strategies.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
Bilingual CSR
HARRIS COUNTY TAX OFFICE
05.2016 - 04.2018
- Balanced multiple priorities within a fast-paced environment, consistently meeting deadlines and delivering superior customer service.
- Assisted colleagues with language barriers, fostering teamwork and cooperation across the department.
- Responded to customer requests for products, services, and company information.
- Investigated and resolved customer inquiries and complaints quickly.
Education
High School Diploma -
NORTH SHORE SENIOR HIGH SCHOOL
Houston, TX06-2015
Skills
- Insurance sales expertise
- Client relationship management
- Client account management
- Goal oriented approach
- New agent training
- Policy management
- Underwriting principles
- Marketing techniques
- Negotiation techniques
- Customer service
Languages
Spanish
Full Professional
Timeline
Licensed Insurance Agent
LA INSURANCE
08.2022 - Current
Licensed Insurance Agent
TEXAS INSURANCE AGENCY
11.2021 - 08.2022
Bilingual CSR
HARRIS COUNTY TAX OFFICE
05.2016 - 04.2018
High School Diploma -
NORTH SHORE SENIOR HIGH SCHOOL
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