Aleida Rodriguez
Buckeye,AZ
Summary
Experienced with managing client relationships and addressing customer concerns efficiently. Utilizes effective communication and problem-solving skills to resolve issues promptly. Strong understanding of customer service principles and maintaining high satisfaction levels.
Overview
10
10
years of professional experience
Work History
Claim Initiation Representative
Lincoln Financial Group
Buckeye, AZ
11.2024 - Current
- Educated employees on claim process, advises on necessary documentation, & sets expectations for next steps.
- handles inbound/outbound calls to initiate new disability, fmla, & life claims.
- Facilitated customer inquiries and resolved issues efficiently, enhancing overall customer satisfaction.
- Exceeded performance targets through diligent work ethic and focus on results-driven tasks.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Demonstrated respect, friendliness, and willingness to help wherever needed.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
Teller
Wells Fargo
Goodyear, AZ
09.2019 - 11.2024
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Maintained friendly and professional customer interactions.
- Counted, verified and handled bank deposits and armored car transactions.
- Provided customer records, account statements and copies of checks.
Receptionist
Gateway Chevrolet
Avondale, AZ
09.2018 - 08.2019
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Kept reception area clean and neat to give visitors positive first impression.
- Confirmed appointments, communicated with clients and updated client records.
- Answered central telephone system and directed calls accordingly.
- Responded to inquiries from callers seeking information.
- Managed multiple tasks and met time-sensitive deadlines.
- Sorted, received and distributed mail correspondence between departments and personnel.
Cashier
Pork On A Fork
Phoenix, AZ
01.2016 - 10.2017
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items and join reward programs.
- Restocked and organized merchandise in front lanes.
- answer telephone calls and respond to inquiries or transfer calls.
- take and prepare to-go orders.
Education
High School Diploma -
Trevor G Browne
Phoenix, AZSkills
- Customer Data Confidentiality
- Understanding Customer Needs
- Responding to Difficult Customers
- Calm and Professional Under Pressure
- Efficient and Detail-Oriented
- Policy and Procedure Adherence
- Team-Oriented and Cooperative
- bilingual
- Data entry proficiency
- Customer support
- Goal-oriented mindset
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Claim Initiation Representative
Lincoln Financial Group
11.2024 - Current
Teller
Wells Fargo
09.2019 - 11.2024
Receptionist
Gateway Chevrolet
09.2018 - 08.2019
Cashier
Pork On A Fork
01.2016 - 10.2017
High School Diploma -
Trevor G Browne