Flor Rodriguez
Montebello
Summary
Dynamic Account Executive with a proven track record in client relations and customer satisfaction. After a successful recovery from medical leave, I bring renewed focus and energy to delivering tailored solutions that exceed client expectations. Known for enhancing client retention and revenue through strategic upselling and relationship-building.
Overview
14
14
years of professional experience
1
1
Certification
Work History
ACCOUNT EXECUTIVE
C.R. Stelling Insurance/Georgia Pines Agency,LLC
Anaheim
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
Nichols Insurance Agency
Montebello
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
03.2010 - 06.2015
- 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, CASkills
- Account management and client relations
- Customer service and satisfaction
- Team collaboration
- Relationship building
- Issue resolution
Certification
Active - Property and Casualty Broker, 1998
Languages
English
Professional
Spanish
Professional
Timeline
ACCOUNT EXECUTIVE
C.R. Stelling Insurance/Georgia Pines Agency,LLC
09.2019 - 07.2024
CSR/SALES AGENT
Nichols Insurance Agency
08.2015 - 09.2019
ACCOUNT MANAGER
Narver Insurance
03.2010 - 06.2015
High School Diploma -
La Habra High School
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