Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Angelee Rodriguez

Miami

Summary

Experienced with life insurance policy evaluation, underwriting, and client advisement. Utilizes strategic sales techniques to match clients with suitable insurance plans. Track record of effective risk assessment and customer relationship management.

Overview

4
4
years of professional experience

Work History

Life Insurance Agent

Legacy Partners LLC
Miami, FL
12.2025 - Current
  • Collaborated with team members to streamline application processes.
  • Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
  • Crafted clear, informative reports to explain life insurance policy features and benefits.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • 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.

Bartender/VIP Bottle Server

Gekko
Miami, FL
06.2022 - Current
  • Crafted innovative cocktails and beverages to enhance customer experience.
  • Trained and mentored junior bartenders on techniques and customer service standards.
  • Maintained inventory levels and organized stock for efficient operations.
  • Ensured compliance with health and safety regulations during service delivery.
  • Developed strong relationships with patrons to foster a welcoming environment.
  • Collaborated with kitchen staff to synchronize food and drink orders effectively.
  • Implemented process improvements that reduced wait times during peak hours.

Life Insurance Agent

PHP Agency Inc.
Fort Lauderdale, FL
09.2025 - 12.2025
  • Educated clients on life insurance products and benefits.
  • Assisted in assessing client needs to recommend suitable policies.
  • Developed strong relationships with clients to enhance retention rates.
  • Conducted policy reviews and adjustments based on client feedback.
  • Maintained accurate records of client interactions and transactions.
  • Participated in training sessions to improve product knowledge and sales strategies.
  • Utilized CRM software to track leads and manage customer information.

Education

Associate of Arts - Business

Miami Dade College
Miami
08-2030

Skills

  • Insurance policy sales
  • Building relationships
  • Client service
  • Client account management
  • Lead prospecting
  • Upselling strategies
  • Continuing education
  • Referral management
  • New agent training

Languages

English
Native or Bilingual
Spanish
Full Professional

Timeline

Life Insurance Agent

Legacy Partners LLC
12.2025 - Current

Life Insurance Agent

PHP Agency Inc.
09.2025 - 12.2025

Bartender/VIP Bottle Server

Gekko
06.2022 - Current

Associate of Arts - Business

Miami Dade College