Carlos Alberto Rodriguez
Allen,TX
Summary
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.
Results-driven professional provides customers with tailored solutions to meet needs.
Successfully establishes relationships with customers and delivers quality service.
Agile individual with excellent communication and customer service skills.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude.
Willingness to take on added responsibilities to meet team goals.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Insurance Agent
ARPHA PARTNERS
09.2021 - Current
- Built relationships with clients using active listening to look for options that help them find health and life policies that meet their needs.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Prepared and reviewed insurance applications to verify compliance with regulations. Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
- Obtained underwriting approval by completing application for coverage.
- Analyzed customer needs to provide customized insurance solutions.
Insurance Agent
Equis Financial Group
08.2018 - 09.2021
- Built relationships with clients using active listening and issue resolution to provide excellent service.
- Prepared and reviewed insurance applications to verify compliance with regulations.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Obtained underwriting approval by completing application for coverage.
General Manager
RODELVENCA
01.2010 - 05.2016
- Developed and implemented strategies to increase sales and profitability.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Monitored financial performance, set budgets and controlled expenses to provide financial stability and long-term organizational growth.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Negotiated price and service with customers and vendors to decrease expenses and increase profit.
Key Account Manager
Allergan
07.2006 - 12.2009
- Built and maintained strong client relationships to drive business growth.
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Developed thorough understanding of key clients' needs and requirements to prepare customized solutions.
- Facilitated strategic meetings with key stakeholders to understand customer needs and develop action plans.
Sales Representative
Wyeth Pharmaceuticals
06.2003 - 06.2006
- Managed customer accounts to secure customer satisfaction and repeat business.
- Trained and mentored new sales representatives.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Key Account Manager
Johnson & Johnson, Medical Devices
02.2000 - 05.2003
- Built and maintained strong client relationships to drive business growth.
- Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
- Developed thorough understanding of key clients' needs and requirements to prepare customized solutions.
- Facilitated strategic meetings with key stakeholders to understand customer needs and develop action plans.
Education
Bachelor of Administrative Studies - Marketing
UNIVERSIDAD RAFAEL BELLOSO CHACIN
MARACAIBO, VENEZUELA06.1999
High School Diploma -
COLEGIO CLARET
MARCAIBO, VENEZUELA07.1990
Skills
- Financial Needs Assessment
- Insurance Eligibility
- Form Completion and Submission
- Health Insurance Industry Knowledge
- Licensing Requirements
- Health Insurance Sales
- Financial Needs Assessment
- Requirements Reviews
Certification
- HEALTH AND LIFE CETIFIED INSURANCE AGENT FOR TEXAS, FLORIDA AND GEORGIA.
Languages
Spanish
Native or Bilingual
English
Full Professional
Timeline
Insurance Agent
ARPHA PARTNERS
09.2021 - Current
Insurance Agent
Equis Financial Group
08.2018 - 09.2021
General Manager
RODELVENCA
01.2010 - 05.2016
Key Account Manager
Allergan
07.2006 - 12.2009
Sales Representative
Wyeth Pharmaceuticals
06.2003 - 06.2006
Key Account Manager
Johnson & Johnson, Medical Devices
02.2000 - 05.2003
Bachelor of Administrative Studies - Marketing
UNIVERSIDAD RAFAEL BELLOSO CHACIN
High School Diploma -
COLEGIO CLARET
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