DESIREE RODRIGUEZ
Kissimmee,Fl
Summary
Talented Team Leader / Plan Sponsor Associate / Account Manager / District Sales Manager experienced and dedicated to enhancing employee satisfaction and business success. Diplomatic and friendly with proven commitment to employee training. Hardworking team player bringing necessary experience and knowledge to tackle any operational demand.
Overview
21
21
years of professional experience
Work History
Plan Sponsor Associate / Team Lead
Mutual of America
05.2022 - 10.2023
- Familiar with retirement plans (401k, 403b, Simple, SEP, Defined Benefit, Defined Contribution etc.)
- Evaluated staff performance and provided coaching to address inefficiencies.
- Worked on enrollments into plans and EFT (Electronic Funds Transfer) forms
- Assign tasks to Series 6 licensed reps regarding retirement and investment funds
- In contact with employees and employers of Key Accounts and National Accounts
- Primary contact for all redaction purposes regarding highly sensitive and confidential information
- Assist the regional CRM’s and Plan Sponsor staff with materials, compliance information, reports and retrieval of audit support documents such as 1099’s, 5500 filing info, SPD, quarterly statements, withdrawal confirmations, remittance inquiries etc.
- Collected, arranged, and input information into Salesforce database system.
- Perform research and provide documentation to the CRM and Plan Sponsor Specialists staff to resolve complex Plan Sponsor issues/ inquiries as well as perform other duties assigned
- Utilize and proactively analyze various reports for CRM’s and Plan Sponsors Specialist
- Use Adobe Acrobat to redact highly sensitive information on all outgoing documents and reports
- Worked closely with the Sr VP/ Associate General Counsel/ Corp Law Dept with legal forms regarding Power of Attorney (POA) and Qualified Domestic Relations Order (QDRO) cases
- Selected to have access and help CRM’s and PSS with retrieving reports and documents from OMNI/ GIACT/ SOVOS-Tax port/ Relius/ Adobe Acrobat Pro/ Sponsor Connect-PAT/ FT Williams/ OWS/ QLIK/ Storefront/ Proofpoint/ Deloitte
- Worked on Billing Log cases in my assigned regions
- Chosen to work on several High-Level audits and enrollments meeting all dead-lines in a timely manner.
- Supervised team members to confirm compliance with set procedures and quality requirements.
Customer Service Rep
Cigna / Express Scripts
12.2021 - 05.2022
- Managed inbound and outbound calls to expedite home delivery of their prescription medication
- Experience working on prior authorizations
- Identify and assess customer needs to achieve satisfaction
- Communicated with plan sponsors, physician office and partners
- Field inquiries about patient medications and benefit offerings
- Resolve customer complaints through independent problem-solving skills, resource utilization and one-call resolution
- Understand and strive to meet or exceed call center metrics while providing accurate information to callers with a courteous and professional demeanor
- Work in a highly customer-focused metrics-driven environment, which supports quality of service and compliances through policies & procedures.
District Sales Manager
Arizona Beverages
03.2021 - 12.2021
- Direct sales operations that concern distribution, administration, customer service and sales for the branch
- Evaluate conditions of local market and determine new opportunities for sales
- Manage and direct sales representatives through sales meetings and submission of daily paperwork
- Work with warehouse management, as directed by Branch Manager, when needed to ensure product availability, proper truckloads, vehicle conditions, breakage control, cleanliness and check in/out procedures
- Manage and maintain communication with account managers; review daily reports; ensure sales goals are reached daily/ weekly
- Form objectives and build plans for business growth within an assigned territory
- Perform the job according to the target goals of the company
- Provide hiring, coaching and training of my direct team, ensure motivation; provide performance evaluation, reviews and opportunities
- Identify which areas of business must be improved and suggest solutions, in order to cope with issues
- Manage employee and customer satisfaction accordingly
- Managerial oversite of 6 members on my team.
District Sales Manager
Liberty Coca Cola
04.2003 - 10.2018
- Responsible for driving shareholder value through the maximization of market shares, sales and profits
- Effectively lead trade execution through the management of field personnel within a designated area
- Staff, train, evaluate and develop team members
- Responsible for coaching, developing and encouraging excellence from a diverse team
- Directly responsible for the management, planning and administration of sales and distribution of a designated sales territory
- Establish and maintain positive customer relationships
- Monitor market execution and merchandising standards compliance
- Manage within labor and OPEX budget
- Manage and audit team members timekeeping
- Execute and close all sales calls
- Sell-in incremental displays and equipment placements; sell in promotional programs and ensure dealer compliance
- Stay in connection with sales calls, maintain inventory levels, company assets and Point of Sale
- Ensure account meets company merchandising standards, determine stores product needs, place and transmit in appropriate order in conjunction with existing geographic sales routes
- Communicate account activities to the appropriate parties
- Transport, replace and maintain Point of Sale advertising as appropriate for the account
- Act as an Ambassador by providing customer service to customers and store personnel
- Successfully penetrated new market areas by investigating competitor products, services and trends
- Managerial oversite of 7 members on my team.
Education
Business Administration
Bronx Community College
Bronx, NYSkills
- Strong Work Ethic
- Compliance Analyst
- Salesforce
- Creative Problem Solving
- Okta / Deloitte
- Decision Making
- Research and Strategy
- Business Process Improvement
- Sales and Marketing
- Independent Thinking
- FT Williams / FIS / Relius / OMNI / QLIK
- Redactions
- Strategic Planning
- Workday
- Scheduling
- Microsoft Office Suite Programs
- Conflict Resolution
- Team Leadership / Team Management
- Rapport and Relationship Building
- Key Account Development
- Clear Communication Skills
- SOVOS-Tax port
- Adobe Acrobat
- Issue Resolution
- Compliance Requirements
- Team Guidance
- Daily Workflow Improvement
- Lead Management
- Key Performance Indicators (KPI)
- Customer Service Skills
- Analytical Thinking
- Customer Inquiries
- Special Assignments
- Interviewing and Hiring
- Leading Employees
- Service Level Agreements
- Performance Evaluations
- Leading Team Meetings
- Teamwork and Collaboration
- Coaching and Mentoring
- Verbal and Written Communication
- Attention to Detail
Timeline
Plan Sponsor Associate / Team Lead
Mutual of America
05.2022 - 10.2023
Customer Service Rep
Cigna / Express Scripts
12.2021 - 05.2022
District Sales Manager
Arizona Beverages
03.2021 - 12.2021
District Sales Manager
Liberty Coca Cola
04.2003 - 10.2018
Business Administration
Bronx Community College