Delilah Rodriguez
Dallas,TX
Overview
8
8
years of professional experience
Work History
Insurance Account Representative
State Farm Fabio Fernandez
Frisco, TX
08.2023 - Current
- Assisted customers with various insurance policy inquiries and requests.
- Conducted research to resolve customer complaints and inquiries.
- Processed applications for new and renewal policies, endorsements, and cancellations.
- Provided quotes on insurance premiums based on customer requirements.
- Gathered information from clients to create customized insurance plans.
- Maintained accurate records of all client interactions in the CRM system.
- Resolved billing issues related to policy changes or cancellations.
- Explained complex insurance terms and coverage options to customers.
- Followed up with customers regarding their policy renewals or updates.
- Developed strategies to cross-sell additional products to existing clients.
- Attended conferences, workshops, seminars, webinars related to the industry.
- Responded promptly to customer emails and phone calls relating to their policies.
- Advised customers on how best they can utilize their available benefits effectively.
- Prepared documents needed by regulatory bodies such as state departments of insurance.
- Ensured that all processes were compliant with relevant laws governing the industry.
- Facilitated continuing service by processing changes in beneficiaries and analyzing policy loan applications.
- Used mailings and phone solicitation and made presentations to groups at company-sponsored gatherings to gain new clientele.
- Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
- Contacted underwriters and submitted forms to obtain binder coverage.
- Achieved repeat business and referrals through personalized services.
- Sought out new clients and developed clientele by networking to find new customers.
- Counseled prospects and policyholders on coverage, limits and regulations.
- Developed appropriate quotes based on risk information.
- Monitored clients' insurance coverages to ensure changing needs were met.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Developed and maintained relationships with clients to ensure customer satisfaction.
- Researched and analyzed insurance policies to determine risk factors for clients.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Offered policy guidance and management to promote asset protection.
- Researched and analyzed beneficial insurance and investment options and made recommendations to clients.
- Rewrote and reinstated insurance policies, following underwriting and business rules.
- Performed regular audits of accounts receivable and payable processes related to premium payments.
- Collaborated with underwriters to develop customized solutions that met clients' specific requirements.
- Assisted customers in filing claims and resolving disputes with insurance companies.
- Maintained accurate records of all transactions including client information, policy details, and payment history.
- Educated customers about various types of property and casualty insurance products available in the market.
Marketing and Sales Associate
Monarch Evolutions
Ontario, CA
09.2022 - 08.2023
- Created and distributed promotional materials, including flyers, brochures, catalogs, newsletters, and emails.
- Developed and implemented marketing plans to increase brand awareness and improve customer engagement.
- Conducted research to evaluate customer preferences and identify target markets.
- Managed relationships with external vendors to ensure successful execution of marketing initiatives.
- Provided support for sales team by responding to customer inquiries, preparing presentations, and generating leads.
- Implemented A and B testing methods to measure effectiveness of various ad formats and messaging strategies.
- Recruited, hired and trained new hires to optimize profitability.
- Identified customer needs by asking questions and advising on best solutions.
KITCHEN HELP
Panda Express
CABAZON, CA
02.2022 - 10.2022
- Cleaned and sanitized work areas, equipment, utensils, dishes and silverware.
- Assisted cooks in preparing ingredients for meals.
- Stocked kitchen with necessary supplies such as food, paper goods and cleaning products.
- Transported bulk foods from storage to cooking areas.
- Unloaded deliveries of food and supplies.
- Organized walk-in coolers and freezers.
- Disposed of garbage according to health code regulations.
- Followed all safety protocols while operating kitchen equipment including slicers, mixers and grinders.
- Unboxed, stored and organized incoming kitchen supplies with every delivery.
- Received incoming shipments of food items verifying quantities against invoices.
- Maintained clean and well-organized kitchen areas to promote efficiency.
- Sanitized counters and wiped down surfaces following food preparation to prevent cross-contamination from raw meats.
- Loaded and unloaded dishwashers, washing by hand large pots or items used on continuous basis.
- Developed great team spirit with other personnel by pitching in and helping with task completion.
- Studied methods of coworkers, successfully learning kitchen and food service skills.
- Partnered with chef to cook food and comply with food preservation guidelines.
- Helped management stay on top of supply needs by sharing information about low or spoiled inventory.
Shift Leader
La Italian Kitchen
Cabazon, CA
04.2020 - 02.2022
- Ensured staff was properly trained on all aspects of their job duties, including safety protocols.
- Monitored employee performance to ensure compliance with company policies and procedures.
- Assisted in training new employees on shift operations.
- Provided exceptional customer service and maintained a positive attitude throughout the shift.
- Resolved customer complaints promptly and professionally.
- Scheduled team members for shifts based on business needs and customer demand.
- Maintained an organized work environment by delegating tasks to staff as needed.
- Confirmed accuracy of daily sales reports before submitting them to management for review.
- Verified that cash drawers contained correct amounts of money during opening and closing shifts.
- Supervised the cleaning of dining areas, restrooms, kitchen equipment, floors., in order to maintain a safe and sanitary environment for customers and staff alike.
- Handled customer inquiries in a timely manner while providing accurate information regarding menu items and promotions.
- Conducted regular meetings with team members to discuss upcoming events or changes in policy and procedures.
- Handled escalated customer concerns and emergencies in absence of manager or supervisor.
- Supervised and led employees to maintain productivity and customer service levels.
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
- Mentored and coached staff by giving employees suggestions and feedback to improve job performance.
- Coordinated shift workers for inventory receiving, auditing and restocking.
- Planned and managed resources to consistently meet production, quality and cost goals.
- Evaluated employee performance, delivering individualized feedback and praise.
- Assisted general manager with operations game plan and company initiatives implementation.
- Reviewed operational records and reports to project sales and determine profitability.
- Identified areas for improvement, narrowing focus for decision-makers in making necessary changes.
- Set specific goals for projects to measure progress and evaluate end results.
- Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
- Evaluated needs of departments and delegated tasks to optimize overall production.
- Oversaw quality control to identify inconsistencies and malfunctions.
- Identified needs of customers promptly and efficiently.
- Maintained positive working relationship with fellow staff and management.
Direct Care Staff Member
Independent Options
Banning, CA
01.2020 - 03.2020
- Provided personal care to clients, such as bathing, dressing and grooming.
- Assisted with medication administration and documentation of treatments.
- Monitored vital signs including blood pressure, temperature and pulse rate.
- Supervised activities of daily living for clients.
- Developed individualized plans of care to address each client's needs.
- Encouraged socialization among clients through recreational activities.
- Ensured safety of all clients in accordance with facility regulations.
- Performed housekeeping tasks, such as changing linens and cleaning rooms.
- Communicated effectively with other members of the healthcare team.
- Maintained accurate records and reports related to client care activities.
- Assessed changes in physical or mental condition and reported findings to supervisor.
- Promoted a positive environment that respects the dignity of residents and clients.
- Provided emotional support and encouragement to clients during difficult times.
- Responded promptly to emergency situations involving client health or safety.
Stock Associate
Guess
Cabazon, CA
10.2019 - 01.2020
- Maintained accurate inventory records by regularly performing stock counts and audits.
- Organized shelves, racks, and displays to ensure merchandise was easy for customers to locate.
- Received shipments of new products, unpacked items, verified quantities against invoices, and stocked them on shelves.
- Processed customer purchases at checkout counter using cash register or point-of-sale system.
- Assisted customers in locating products throughout the store.
- Performed daily opening and closing procedures such as counting the contents of cash drawers and checking all equipment for proper functioning.
- Stored returned items in designated area according to company policy.
- Replenished stock levels when necessary by moving merchandise from backroom storage areas to sales floor locations.
- Verified that all price tags were correct before stocking merchandise on display areas.
- Adhered strictly to established loss prevention policies while monitoring store activity for suspicious individuals or activities.
- Identified damaged goods upon receipt of shipment and reported them accordingly for returns or exchange purposes.
- Loaded and unloaded delivery vehicles to maintain inventory.
- Organized storage of articles in bins, floor, shelves and assigned areas according to product categories.
Guest Services Coordinator
Hyatt Sunriver Resort
Sun River, OR
04.2019 - 09.2019
- Assisted in resolving guest complaints in a timely manner to ensure satisfaction.
- Processed payments for services rendered utilizing point-of-sale systems.
- Provided detailed information regarding hotel amenities, services, and local attractions.
- Researched and answered inquiries from potential customers via telephone or email.
- Created daily reports on occupancy rates and revenue earned from room sales.
- Scheduled tours, transportation, spa appointments, restaurant reservations for guests' convenience.
- Coordinated with housekeeping staff to ensure rooms were properly prepared prior to guest check-in.
- Performed daily audits of front desk area ensuring accuracy of cash drawers, credit card transactions.
- Updated guest profiles within the system by recording special requests or preferences when applicable.
- Monitored lobby activity throughout the day to ensure compliance with established protocols and procedures.
- Handled incoming calls from guests seeking assistance with various issues such as lost items or billing discrepancies.
- Assisted in training new employees on proper procedures related to guest services operations.
- Participated in weekly meetings with other departments to discuss any challenges or opportunities related to guest services operations.
- Managed guest check-in and check-out procedures.
- Provided guests with positive experience and professional impression.
- Checked system to confirm arrival and departure times.
- Provided details and directions for area attractions.
- Set up appointments, processed payments and responded to wide range of questions.
- Answered turn-down service and delivered extra toiletries and purchases from local stores to clientele.
- Answered phone calls and emails to make accurate reservations.
- Maintained relationships with booking sites to ensure compliance with company price modeling and guests services.
- Promoted high level of guest satisfaction through genuine, enthusiastic and friendly interactions.
- Answered phones to respond to customer inquiries and transferred calls to appropriate staff members.
- Managed customer complaints and rectified issues to complete satisfaction.
- Handled payment processing and provided customers with receipts and proper bills and change.
Sales Associate
True Religion
Cabazon, CA
01.2018 - 08.2018
- Greeted customers and provided exceptional customer service.
- Assisted customers with product selection, sizing and styling.
- Provided accurate information about products, prices and services.
- Processed transactions using a point-of-sale system.
- Built relationships with customers to encourage repeat business.
- Restocked shelves as needed to ensure sufficient inventory levels.
- Organized stockroom shelves according to size, color or style.
- Conducted inventories on a regular basis to track stock levels.
- Upsold additional items based on customer interests and needs.
- Tracked sales performance metrics to identify trends in the market place.
- Attended weekly team meetings to review performance goals and objectives.
- Maintained cleanliness of store environment including floors, windows, displays.
- Performed cashier duties such as accepting payments, issuing receipts and counting money back change.
- Engaged customers in friendly, professional dialogue to determine needs.
- Collected payments and provided accurate change.
- Completed daily recovery tasks to keep areas clean and neat for maximum productivity.
- Worked with fellow sales team members to achieve group targets.
Crew Member
Bakers Drive Thru
Beaumont, CA
08.2016 - 01.2018
- Educated customers on menu items, product ingredients and nutritional values.
- Performed cashier duties such as taking orders, collecting payments and providing change.
- Restocked kitchen supplies including food products and utensils.
- Cleaned restaurant area by sweeping floors, wiping tables and emptying trash receptacles.
- Followed all safety guidelines while operating equipment such as slicers, fryers and ovens.
- Provided excellent customer service to maintain a positive atmosphere for guests.
- Greeted customers upon arrival, provided menus and answered questions regarding menu items.
- Prepared beverages such as coffee drinks, smoothies and milkshakes according to company standards.
- Organized dining room tables with condiments, napkins and other necessities prior to seating guests.
- Completed opening and closing tasks such as setting up workstations, cleaning surfaces and restocking supplies.
- Assisted management team with inventory counts of food products and beverage supplies.
- Resolved customer complaints in a professional manner.
- Monitored quality of food served to ensure it met company standards for presentation and temperature.
- Kept up-to-date knowledge of store policies regarding payments, returns and exchanges.
- Checked expiration dates on all products before serving them to customers.
- Informed customers about daily specials in an engaging manner.
- Processed takeout orders quickly to ensure timely delivery of meals.
- Organized and restocked supplies to support operations and team productivity.
- Served food quickly for positive guest experiences.
- Wiped down tables and equipment, swept and refilled stock.
- Interacted pleasantly with guests to deliver quality customer service.
Education
High School Diploma -
Beaumont Senior High School
Beaumont, CA06-2017
Skills
- Policy administration
- Claims Processing
- Financial Acumen
- Lead Development
- Asset Protection
- Account Management
- Customer Billing
- Policy sales
- Multitasking
- Customer Engagement
- Time Management
- Willing to Learn
Timeline
Insurance Account Representative
State Farm Fabio Fernandez
08.2023 - Current
Marketing and Sales Associate
Monarch Evolutions
09.2022 - 08.2023
KITCHEN HELP
Panda Express
02.2022 - 10.2022
Shift Leader
La Italian Kitchen
04.2020 - 02.2022
Direct Care Staff Member
Independent Options
01.2020 - 03.2020
Stock Associate
Guess
10.2019 - 01.2020
Guest Services Coordinator
Hyatt Sunriver Resort
04.2019 - 09.2019
Sales Associate
True Religion
01.2018 - 08.2018
Crew Member
Bakers Drive Thru
08.2016 - 01.2018
High School Diploma -
Beaumont Senior High School