David Rodriguez
Lubbock,TX
Summary
Customer service professional with extensive experience in customer relationship management and service coordination. Proven track record of exceeding sales goals and fostering client satisfaction through effective communication and multitasking. Diligent employee driven to work hard. Looking for new position with exciting organization. Licenses: Texas Life and Health, Texas Property and Casualty
Overview
22
22
years of professional experience
Work History
Service Agent
Goosehead Insurance Agency
San Antonio, TX
01.2025 - 09.2025
- Identified upselling opportunities while maintaining excellent customer service standards.
- Ensured confidentiality of all sensitive information handled during client interactions.
- Resolved customer inquiries via phone, email, and live chat support.
- Handled high call volume inbound/outbound calls.
Diabetes Therapy Specialist
Medtronic
San Antonio, TX
10.2023 - 12.2024
- Managed and responded to inbound leads via phone, email and website chat.
- Educated customers about products and services over the phone.
- Utilized CRM software to streamline call processes and increase efficiency.
- Achieved monthly sales targets through persuasive communication.
Urgent Response Advisor
Best Buy Health
San Antonio, TX
10.2022 - 10.2023
- Used probing questions and call control techniques to get scared or stressed individuals to follow instructions.
- Documented calls in full with details about callers, emergency situations and findings of first response teams.
- Dispatched police, fire, and emergency medical services based on caller information, prioritizing responses according to urgency.
- Answered emergency and non-emergency calls promptly, providing calm and clear instructions until help arrived.
Medicare Relationship Manager
HealthIQ
San Antonio, TX
07.2022 - 10.2022
- Generated sales through inbound and outbound calling and lead follow-up efforts using scripts and other phone techniques.
- Conducted comprehensive relationship reviews to understand client Medicare health insurance needs.
- Handled high volume of inbound/outbound calls.
- Adhered to Government guidelines.
Senior Benefit Consultant
GoHealth
San Antonio, TX
09.2021 - 02.2022
- Generated sales through inbound and outbound calling and lead follow-up efforts using scripts and other phone techniques.
- Conducted comprehensive relationship reviews to understand client Medicare health insurance needs.
- Handled high volume of Inbound/Outbound calls.
- Adhered to Government guidelines.
Service Coordinator
Superior Healthplan
San Antonio, TX
08.2019 - 08.2021
- Acted as a Liaison and Advocate for Medicaid for Children through facilitating requests for medical needs.
- Performed over the phone coordination and management of members needs, including physical health, behavioral health, social services and long term services and supports.
- Fostered customer success by resolving inquiries and complaints.
- Worked closely with community resources and organizations to coordinate services.
Service Coordinator/Case Manager
Anthem, Inc
Lubbock, TX
12.2015 - 07.2019
- Acted as a Liaison and Advocate for Medicaid for Adults through facilitating requests for medical needs.
- Performed over the phone coordination and management of members needs, including physical health, behavioral health, social services and long term services and supports.
- Fostered customer success by resolving inquiries and complaints.
- Toggled between multiple systems and databases to look up information and update records.
- Worked closely with community resources and organizations to coordinate services.
Inbound Sales Representative
Wells Fargo & Company
Lubbock, TX
02.2015 - 11.2015
- Managed and responded to inbound leads via phone.
- Followed company procedures, packages and policies.
- Handled numerous inbound and outbound calls to connect with sales prospects.
- Identified upselling opportunities while maintaining excellent customer service standards.
Customer Service Representative II
FirstCare Health Plans
Lubbock, TX
02.2005 - 09.2006
- Mentored and conduct training for new Customer Service Representatives to model and educate on CSR policies and procedures.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Adhered to Government guidelines.
- Collaborated with team of co workers within a call center Environment.
- Handled high volume of Inbound calls.
Customer Service Representative
Cingular Wireless, AT&T
Lubbock, TX
09.2004 - 02.2005
- Researched assistance requested and offered accurate information to resolve issues and respond to inquiries.
- Resolved customer inquiries, complaints, and issues providing insightful solutions.
- Answered inbound calls to greet and assist customers with various needs and questions.
- Communicated with clients over phone, email and chat platforms.
Telephone Surveyor
United Marketing Research
Lubbock, TX
01.2004 - 09.2004
- Cold called prospects to complete market survey.
Education
High School Diploma - undefined
Lubbock High School
01.1998
Bachelor of Business Administration - undefined
Lubbock Christian University
Masters of Business Administration - undefined
Wayland Baptist University
Skills
- Service Oriented
- Service Coordination
- Knowledgeable in State and Federal Medicare and Medicaid Guidelines
- Community Outreach
- CRM systems, including, Salesforce,360
Timeline
Service Agent
Goosehead Insurance Agency
01.2025 - 09.2025
Diabetes Therapy Specialist
Medtronic
10.2023 - 12.2024
Urgent Response Advisor
Best Buy Health
10.2022 - 10.2023
Medicare Relationship Manager
HealthIQ
07.2022 - 10.2022
Senior Benefit Consultant
GoHealth
09.2021 - 02.2022
Service Coordinator
Superior Healthplan
08.2019 - 08.2021
Service Coordinator/Case Manager
Anthem, Inc
12.2015 - 07.2019
Inbound Sales Representative
Wells Fargo & Company
02.2015 - 11.2015
Customer Service Representative II
FirstCare Health Plans
02.2005 - 09.2006
Customer Service Representative
Cingular Wireless, AT&T
09.2004 - 02.2005
Telephone Surveyor
United Marketing Research
01.2004 - 09.2004
Masters of Business Administration - undefined
Wayland Baptist University
Bachelor of Business Administration - undefined
Lubbock Christian University
High School Diploma - undefined
Lubbock High School