Francisco Rodriguez

• Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
• Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
• Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
• Calculated quotes and educated potential clients on insurance options.
• Sold Personal and Commercial insurance policies to new and existing customers.
• Finalized sales and collected necessary deposits.

• Utilized time management strategies effectively while working remotely, balancing workload demands with personal responsibilities at home.
• Displayed excellent multitasking abilities, managing simultaneous tasks while maintaining a high level of accuracy and attention to detail.
• Navigated computer systems efficiently to access information quickly, providing accurate responses during customer interactions.
• Resolved customer inquiries and complaints from multiple channels with moderate supervision.
• Met customer call guidelines for service levels, handle time and productivity.

-Greeting every customer with a company slogan.

-Troubleshoot customer device on mobile data network issues.

-Confirmed customer identity to access accounts following company policy and perform adjustments

according to the customer’s request.

-Manage cash handling operations, making sales and returns using POS systems (B2B, RT)

-Calculated prices to deliver an estimate to guarantee the sale and customer satisfaction.

-Maintaining company training standards, as promotions fluxed.