Idalmis Rodriguez
Summary
Results-driven underwriting professional with solid background in risk assessment and property and casualty insurance experience. Experience ranging from customer service, sales and underwriting in the insurance market for a combined experience of 20 plus years. Known for strong collaboration skills and commitment to achieving high-quality results.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Senior Underwriter
People’s Trust Insurance Company
09.2023 - Current
- Mentored junior underwriters, fostering their professional growth and enhancing team performance.
- Applied knowledge of underwriting guidelines to maintain compliance with applicable regulations and company standards.
- Streamlined underwriting processes for increased efficiency and faster turnaround times.
- Collaborated with sales teams to develop tailored insurance solutions for clients, resulting in higher customer satisfaction rates.
- Made decisions on acceptance, rejection, or modification of business proposals for carriers top 3 accounts.
Agency Underwriter
People’s Trust Insurance Company
02.2019 - 09.2023
- Direct liaison with agency force and the underwriting department assisting in quoting, binding and risk analysis
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Provided excellent customer service by addressing inquiries promptly and offering comprehensive explanations of underwriting decisions.
- Made approval and denial recommendations by determining accurate risk levels.
Underwriter
People’s Trust Insurance Company
11.2018 - 02.2019
- Conducted regular audits of underwriting files to ensure accuracy, compliance, and consistency in decision-making processes.
- Made approval and denial recommendations by determining accurate risk levels.
- Developed strong relationships with brokers, leading to a higher volume of quality submissions and successful underwriting.
- Reduced company losses by identifying potential risks and recommending appropriate mitigating measures.
Customer Service Supervisor
John Galt Insurance Agency
10.2017 - 11.2018
- Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
- Collaborated with other departments to address recurring customer concerns, improving overall service quality.
- Coached employees through day-to-day work and complex problems.
- Improved customer satisfaction by addressing and resolving escalated issues promptly and professionally.
- Enhanced team productivity through regular coaching, feedback, and performance evaluations.
Sales Professional- Uniform Rental Division
Cintas Corporation
10.2014 - 08.2017
- Specialize in presenting extensive uniform garment rental programs and business solutions to prospects through garment knowledge and product samples
- Generate revenue through new business accounts and meeting sales quotas
- Developed strategic sales plans for driving growth in key market segments, resulting in significant business expansion.
- Develop qualifying leads within respective territory to drive additional sales opportunities through cold-calling and lead generation campaigns
- Network effectively with customers resulting in high volume of referrals
- Achieved high levels of customer satisfaction by providing exceptional after-sales service, including issue resolution and future needs analysis.
- Built strong relationships with customers through personalized service, enhancing client loyalty and repeat business.
- Conferred with existing and potential customers to assess requirements and propose optimal solutions.
Office Manager/Sales Agent
Assurity Insurance Group
02.2012 - 10.2014
- Solicited new business accounts by cold calling, mailers, and internet lead campaigns
- Developed an efficient client policy renewal database to proactively renew policies before the expiration dates
- Responsible for maintaining and servicing existing books of business
- Both personal and commercial lines
- Assisted agents to solicit new business accounts by cold calling and cross-selling to existing clients
- Compiled Insurance packages for clients, processed payments, and answered client inquiries
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Office Manager/Sales Agent
Allstate Insurance Company
01.2008 - 02.2012
- Responsible for Commercial and Personal Auto Insurance New Business and Existing Business
- Led agency to success by consistently being in the top 5% of all Allstate Agencies within the Southeastern region
- Consistently met and surpassed sales quota goals
- Cross-sold Financial Services (i.e
- Life insurance policies, annuities) to existing customers
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
- Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
Customer Service Representative
Allstate Insurance Company
06.2004 - 01.2008
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Skills
- Claims handling
- Data interpretation
- Insurance policy expertise
- Policy evaluation
- Training and mentoring
- Sales
- Risk evaluations
Certification
- General Lines Agent (220)-Florida -Florida Department of Financial Services.
Languages
Spanish
Native or Bilingual
Timeline
Senior Underwriter
People’s Trust Insurance Company
09.2023 - Current
Agency Underwriter
People’s Trust Insurance Company
02.2019 - 09.2023
Underwriter
People’s Trust Insurance Company
11.2018 - 02.2019
Customer Service Supervisor
John Galt Insurance Agency
10.2017 - 11.2018
Sales Professional- Uniform Rental Division
Cintas Corporation
10.2014 - 08.2017
Office Manager/Sales Agent
Assurity Insurance Group
02.2012 - 10.2014
Office Manager/Sales Agent
Allstate Insurance Company
01.2008 - 02.2012
Customer Service Representative
Allstate Insurance Company
06.2004 - 01.2008
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