Flor Rodriguez
Montebello,CA
Summary
Proven Account Manager with a track record of enhancing customer satisfaction and retention at C.R. Stelling Insurance/Georgia Pines Agency, LLC. Skilled in client relationship management and issue resolution, I excel in building customer relationships and leveraging teamwork for optimal service delivery. Achieved high client retention through strategic account management and exceptional service.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Account Executive
C.R. Stelling Insurance/Georgia Pines Agency,LLC
Anaheim, CA
09.2019 - 07.2024
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Educated clients on new products or services to increase customer engagement with brand.
- Developed and implemented strategies to increase client retention.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
CSR/Sales Agent
Nicholas Insurance Agency
Montebello, CA
08.2015 - 09.2019
- Managed high call volumes, maintaining a professional demeanor during peak hours and effectively multitasking in a fast-paced environment.
- Demonstrated empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Answered customer telephone calls promptly to avoid on-hold wait times.
- Answered constant flow of customer calls with minimal wait times.
- Developed strong relationships with clients by understanding their needs and preferences, fostering long-term loyalty.
- Answered product and service questions, suggesting other offerings to attract potential customers.
- Delivered outstanding problem-solving skills in addressing recurring issues that resulted in improved operational efficiency.
- Improved customer retention rates with exceptional product knowledge and personalized service recommendations.
- Handled complex billing issues, ensuring accurate invoicing and prompt resolution of discrepancies.
Account Manager
Narver Insurance
San Gabriel, CA
03.2010 - 07.2013
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Evaluated client needs and developed tailored solutions to increase positive customer ratings.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Educated clients on new products or services to increase customer engagement with brand.
- Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
Education
High School Diploma -
La Habra High School
La Habra, CA06.1994
Skills
- Account Management
- Customer Service
- Teamwork and Collaboration
- Client Relations
- Client Relationship Management
- Customer Satisfaction
- Relationship Building
- Customer Relationships
- Issue Resolution
Certification
- Licensed - Property and Casualty Broker since 1997
Languages
Spanish
Professional Working
Timeline
Account Executive
C.R. Stelling Insurance/Georgia Pines Agency,LLC
09.2019 - 07.2024
CSR/Sales Agent
Nicholas Insurance Agency
08.2015 - 09.2019
Account Manager
Narver Insurance
03.2010 - 07.2013
High School Diploma -
La Habra High School