Open To Work
Dency Claribel Rodriguez
State Farm
San Antonio,TX
Work Preference
Desired Job Title
Insurance Customer Service RepresentativeInsurance Office ManagerWork Type
Full TimeContract WorkConsultingLocation Preference
On-SiteRemoteHybridLocation:
San Antonio, TXOpen to relocation:
YesImportant To Me
Career advancementWork-life balanceCompany CultureFlexible work hoursWork from home optionPersonal development programsPaid time offSummary
Insurance service professional with 30–50 customers per day experience in customer/member support and office management. Expertise includes billing support, policy assistance, policy reviews, and initiation of new and existing insurance policies, along with policy cancellation tracking and a strong record of training and professional communication.
2
Certification
14
Years of experience
Work History
Insurance Customer Service Representative
9 Years- Provide day-to-day customer service support for insurance billing and policy inquiries for 30–50 customers/day via phone, email, text, and in-person.
- Resolve customer requests involving payments, billing questions, discounts, and missing documentation to ensure timely processing.
- Review coverage details, assess coverage lapse risk, and recommend/quote appropriate auto and home coverage options.
- Process and track underwriting requests for new and existing customers for auto/home policies through internal workflows.
- Coordinate agent and customer communication by reviewing inquiries and responding on the agent’s behalf to keep cases moving.
- Maintain internal documentation and support team execution during system/process updates.
- Train and onboard new hires/co-workers through one-on-one coaching, confirming understanding of systems and procedures.
Insurance Office Manager
14 Years- Mentored team members to improve performance and achieve professional growth.
- Streamlined workflow processes to enhance efficiency and reduce operational costs.
- Conducted performance reviews and provided constructive feedback for continuous improvement.
- Managed day-to-day operations including staffing schedules, claims handling procedures, compliance audits, office maintenance, and inventory management.
- Processed and reconciled owner expenses across personal and business accounts, ensuring accurate categorization and recordkeeping.
- Managed email correspondence for the owner, including composing professional responses and prioritizing time-sensitive inquiries.
Education
High School Diploma
Skills
Customer Service (Insurance Billing & Policy Support)
Insurance Documentation & Claims Follow-Up
Underwriting Request Support (Auto/Home/Life/Health
Business)
Policy Tracking (Cancellations / Coverage Lapses)
Training & Onboarding
Communication (Phone/Email/Text/In-Person)
Salesforce
Microsoft Teams
Organization
Client education
Certification
- General Lines Agent: Property & Casualty, License Date: 06/2014, License #: 1923857
- General Lines Agent: Life, Accident, Health and HMO, License Date: 10/2025, License #: 1923857
Languages
Spanish
Professional Working
Timeline
Insurance Customer Service Representative
State Farm
06.2017 - Current
Insurance Office Manager
State Farm
06.2012 - Current
Weslaco East High School
High School Diploma