Ceidrie Rodriguez
Ocala,FL
Summary
Driven and customer-focused sales professional with a strong background in consultative selling, client relationship management, and business operations. Experienced in identifying client needs, presenting tailored solutions, and managing accounts from prospecting through follow-up. Currently pursuing Florida 2-20 Property & Casualty Insurance License, demonstrating commitment to professional growth in the insurance industry. Recognized for strong communication skills, attention to detail, and the ability to build long-term client relationships while working toward performance goals.
Overview
8
8
years of professional experience
Work History
Travel Sales Consultant (Self-Employed)
Academy Travel
Remote
01.2018 - 02.2026
- Built and maintained a client base through referrals, networking, and repeat business.
- Conducted detailed needs assessments to recommend customized travel packages and protection options.
- Presented pricing, explained coverage details, and guided clients through purchasing decisions.
- Managed full sales cycle from inquiry to booking and post-sale support.
- Increased revenue through upselling travel insurance, premium accommodations, and add-on services.
- Maintained accurate client records, invoices, and transaction documentation.
- Delivered high-touch customer service resulting in repeat and referral business.
Executive Assistant
Optimum Life Group
Remote
08.2023 - 09.2025
- Acted as a key liaison between leadership, clients, and vendors to ensure clear communication and service delivery.
- Managed high-volume communications while maintaining professionalism and responsiveness.
- Assisted with tracking financial data, invoices, and reporting metrics.
- Maintained organized client documentation and confidential records.
- Strengthened client satisfaction through efficient problem resolution and follow-up.
Education
GED -
Marion Technical College
Ocala, FL03.2018
Prelicense 2-20 - Property And Casualty
Kaplan
Skills
- Insurance Sales Fundamentals (Pre-Licensing Coursework in Progress)
- Policy Coverage Education & Explanation
- Risk Assessment & Client Needs Analysis
- Consultative Sales & Solution-Based Selling
- Cross-Selling Insurance & Membership Products
- Customer Prospecting & Relationship Development
- Objection Handling & Closing Techniques
- Regulatory & Compliance Awareness
- Documentation Accuracy & Policy Processing Support
- Client Retention & Follow-Up Strategies
- Goal-Oriented & Performance-Driven
- CRM & Client Record Management
- Strong Verbal & Written Communication
- Microsoft Office (Word, Excel, Outlook)
- Time Management in High-Volume Environments
- Strong negotiation
Timeline
Executive Assistant
Optimum Life Group
08.2023 - 09.2025
Travel Sales Consultant (Self-Employed)
Academy Travel
01.2018 - 02.2026
Prelicense 2-20 - Property And Casualty
Kaplan
GED -
Marion Technical College