Carlos Rodriguez Jr.
Miami
Summary
Quality-driven Senior Case Manager focused on facilitating communication between providers and improving overall service to clients. Detail-oriented and systematic professional with a proactive approach.
Driven with 5 years of experience. Handling individual clients and supports colleagues in proper implementation of organizational policies and compliance with applicable laws and regulations. Aiding other agents in navigating the best options to arrive at sound solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Sr. Case Manager
Symmetry Financial Group
08.2018 - Current
- Oversaw families & clients assets giving them the best options for the services they need
- Getting contracted amongst 10 different carriers and having the requirements to do business
- Booking appointments and meeting face to face or zoom calls when arranging a meeting
- Offering mentorship for those being brought into the company needing insight on how the company runs
Fedex
Package Handler
12.2020 - 09.2021
- Sorting & organizing variety size packages unto a pallet from the conveyor belt to be sent for shipping
- Assembling special loads into trucks and planes to reach its final destination
- Having to scan and get throughput reports making sure everything is verified such as labels and its locations
- Communicated regularly with supervisors and team members ensuring a safety work environment
Ramp Clerk
Envoy Air
11.2019 - 03.2020
- Providing the right weight unto a plane for takeoff to maintain a balance on each side
- Giving safety measures before a plane lands making sure all is clear while parking
- Pushing the plane out on a special vehicle that is done alone with crew members on each side of the aircraft wings
- Being communicative with your team and supervisor
Education
Associate of Arts - Business Administration And Management
Miami Dade College
Miami, FL11.2025
Skills
- Understanding Clients Needs
- Operational Procedures
- Final Reviews
- Creative Thinking
- Managing Case Files
Accomplishments
In 2019 was named the youngest rising agent in Symmetry Financial in the John Ziller Agency
Certification
2.14 License Life Variables & Annuities
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Fedex
Package Handler
12.2020 - 09.2021
Ramp Clerk
Envoy Air
11.2019 - 03.2020
Sr. Case Manager
Symmetry Financial Group
08.2018 - Current
Associate of Arts - Business Administration And Management
Miami Dade College
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