Angel Rodriguez
Lake Wales,FL
Summary
Customer-focused professional recognized for delivering exceptional service, resolving issues efficiently, and building strong rapport with customers. Consistently exceeds expectations through professionalism, empathy, and attention to detail.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Life Insurance Agent
Symmetry Financial Group
04.2025 - Current
- Developed personalized insurance plans addressing client needs and financial goals.
- Assisted clients in understanding policy options and benefits, enhancing customer satisfaction.
- Conducted market research to identify potential leads and expand client base.
- Provided ongoing support throughout the policy lifecycle, ensuring clarity and compliance.
- Maintained accurate records of client interactions and transactions using CRM systems.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
- Retained existing clientele through regular follow-ups, policy reviews, and timely adjustments based on changing circumstances or needs.
- Leveraged industry knowledge to educate potential clients on the importance of life insurance, resulting in increased policy awareness and sales conversions.
Medicare Enrollment Specialist
TTEC
09.2024 - 03.2025
- Assisted individuals with Medicare enrollment processes, ensuring compliance with regulations and guidelines.
- Provided exceptional customer service, addressing inquiries and resolving issues related to Medicare plans.
- Developed educational materials for clients, enhancing understanding of Medicare options and benefits.
- Collaborated with team members to streamline enrollment procedures, improving overall efficiency in operations.
- Maintained accurate records of client interactions and enrollment statuses within company systems.
- Improved data integrity within the system through diligent verification of applicant information, reducing errors and discrepancies.
- Enhanced member satisfaction with accurate and timely processing of Medicare applications.
- Conducted regular audits to maintain strict adherence to regulatory guidelines, mitigating risk for non-compliance penalties.
- Participated in ongoing education and training sessions to remain updated on changes in Medicare regulations and policies.
- Maintained strict confidentiality of member information, adhering to HIPAA guidelines and company privacy policies.
- Provided exceptional customer service during application submission, addressing any concerns or issues promptly and professionally.
- Managed a high volume of applications while maintaining attention to detail and adhering to tight deadlines.
Medicare Enrollment Specialist
TTEC
10.2025 - 12.2025
- Trained new staff on Medicare policies and enrollment techniques, fostering a knowledgeable team environment.
- Conducted outreach initiatives to educate potential enrollees about available Medicare services and resources.
- Analyzed feedback from clients to identify areas for process improvement and enhance user experience.
- Delivered prompt resolution for member inquiries regarding their Medicare enrollment status, providing clear and concise information.
- Established strong relationships with healthcare providers, facilitating seamless coordination during the enrollment process.
- Ensured timely completion of daily tasks by setting priorities based on urgency levels.
- Maintained a high level of accuracy by conducting thorough reviews of enrollment applications, ensuring compliance with CMS regulations.
- Supported team members in achieving departmental goals by sharing knowledge and expertise on best practices for Medicare enrollment processes.
- Handled escalated member cases with professionalism, working diligently towards a satisfactory resolution.
- Streamlined the Medicare enrollment process by effectively managing and organizing application documentation.
Flow-Crete Worker
Resi-comm
09.2023 - 01.2024
- Operated machinery to support production processes and maintain workflow efficiency.
- Performed quality checks to ensure compliance with safety and operational standards.
- Collaborated with team members to optimize work procedures and enhance productivity.
- Assisted in training new workers on equipment usage and safety protocols.
- Maintained cleanliness and organization of workstations to uphold safety regulations.
- Monitored inventory levels, reporting discrepancies to management for resolution.
- Supported maintenance efforts by conducting routine inspections of equipment functionality.
- Worked fast to complete tasks and meet daily deadlines.
- Followed instructions and procedures to complete assigned tasks.
- Maintained work areas by cleaning and straightening for maximum productivity and safety.
- Loaded, unloaded, and moved material to and from storage and production areas.
- Consistently met deadlines under pressure while maintaining high-quality work output in a fast-paced environment.
- Established strong working relationships with clients through excellent communication skills, fostering long-term partnerships built on trust.
- Reported defective products or machinery to supervisor.
- Reviewed files, records and other documents to obtain information to respond to requests.
Salesman
Camping World RV Sales
09.2022 - 09.2023
- Developed strong product knowledge to assist customers in selecting appropriate RVs and accessories.
- Executed sales strategies to maximize customer engagement and drive revenue growth.
- Utilized CRM systems to track leads, manage customer relationships, and follow up on inquiries.
- Conducted product demonstrations to highlight features and benefits, enhancing customer experience.
- Collaborated with team members to streamline sales processes and improve overall efficiency.
- Maintained accurate inventory records to ensure availability of popular RV models and products.
- Provided quality customer service by addressing concerns and resolving issues promptly.
- Developed strong client relationships through consistent communication and exceptional customer service.
- Increased sales by offering advice on purchases and promoting additional products.
- Assisted customers in selecting appropriate products based on their needs, boosting satisfaction rates.
- Increased sales revenue by identifying potential clients and conducting persuasive product presentations.
- Upheld high standards of customer service by promoting and upselling new products and services.
- Provided after-sales support, addressing any issues promptly to ensure ongoing client satisfaction.
- Continuously updated product knowledge, staying informed of industry trends and competitor offerings.
- Promoted and up-sold products and services to meet needs of customers.
- Collaborated with team members to streamline sales processes, resulting in an efficient workflow.
- Negotiated contracts with clients to secure mutually beneficial terms and conditions for both parties.
- Served customers with knowledgeable, friendly support at every stage of shopping and purchasing.
- Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
- Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
- Selected correct products based on customer needs, product specifications and applicable regulations.
- Recorded accurate and efficient records in customer database.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Built relationships with customers and community to promote long term business growth.
- Presented professional image consistent with company's brand values.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Maintained current knowledge of evolving changes in marketplace.
Bartender/Server
Manny’s Chophouse
02.2018 - 06.2022
- Mix and serve a variety of beverages, ensuring quality and consistency.
- Maintain cleanliness and organization of bar area to enhance efficiency.
- Provide exceptional customer service, addressing needs and preferences promptly.
- Collaborate with kitchen staff to coordinate food and drink orders effectively.
- Handle cash transactions accurately, balancing registers at end of shifts.
- Monitor inventory levels, assisting in ordering supplies as needed.
- Implement strategies to improve beverage presentation and overall guest experience.
- Served high customer volumes during special events, nights, and weekends.
- Managed cash handling duties responsibly, ensuring accurate accounting at the end of each shift.
- Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory.
- Efficiently opened or closed the bar according to established procedures, ensuring preparedness for each shift.
- Contributed to a positive work environment through effective teamwork and communication with colleagues.
- Maintained a clean and organized workspace, ensuring compliance with health and safety regulations.
- Developed loyal clientele by consistently delivering outstanding service and engaging in friendly conversation.
- Kept bar presentable and well-stocked to meet customer needs.
- Increased customer satisfaction by providing excellent service and crafting high-quality cocktails.
- Followed alcohol awareness procedures for preventing excessive guest intoxication.
- Reduced wait times for drinks by efficiently managing the bar area and prioritizing orders.
- Enhanced overall guest experience by promptly addressing concerns and resolving issues professionally.
- Assisted with staff training, sharing expertise in bartending techniques and customer service best practices.
- Organized bar inventory and storage procedures to keep stock within optimal levels and meet expected customer demands.
- Upsold menu items to customers, driving up per sale revenues and maximizing profits.
- Educated customers on drink options, making personalized recommendations based on preferences or dietary restrictions.
- Handled simultaneous customer, team, and business needs while avoiding unnecessary delays or errors.
- Adhered to state laws regarding alcoholic beverage services and customer regulations.
- Proactively addressed potential conflicts or disturbances among patrons, maintaining a safe atmosphere for all guests.
- Increased repeat customer numbers, creating welcoming atmosphere and remembering regulars' favorite drinks.
- Managed inventory to prevent shortages, conducting weekly stock checks and placing timely orders.
- Handled cash and card transactions accurately, reducing discrepancies and balancing till at end of each shift.
Education
High School Diploma - Academic Courses
Lake Wales High School
Lake Wales, FL05.2011
Skills
- Insurance policy sales
- Building relationships
- Client service
- Client account management
- Needs assessment
- Prospecting clients
- Insurance product expertise
- Upselling strategies
- Client relationship management
- Client education
- Policy reinstatement approvals
- Insurance sales strategy
- Strong interpersonal skills
- Health insurance sales
- Call center customer service
- Customer engagement
- Life insurance sales
- Financial needs assessment
- Customer follow-up
- Data entry
- HIPAA compliance
- Relationship building
- Critical thinking
Certification
Health and Life Insurance License
Timeline
Medicare Enrollment Specialist
TTEC
10.2025 - 12.2025
Life Insurance Agent
Symmetry Financial Group
04.2025 - Current
Medicare Enrollment Specialist
TTEC
09.2024 - 03.2025
Flow-Crete Worker
Resi-comm
09.2023 - 01.2024
Salesman
Camping World RV Sales
09.2022 - 09.2023
Bartender/Server
Manny’s Chophouse
02.2018 - 06.2022
High School Diploma - Academic Courses
Lake Wales High School