Isabella Rodriguez
Kalamazoo
Summary
Dedicated insurance agent with expertise in client relationship management and risk assessment. Proven ability to enhance customer satisfaction through effective communication and policy analysis.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Insurance Agent
Farmers Insurance Agency
Kalamazoo
09.2024 - Current
- Guided clients in selecting tailored insurance policies to meet specific needs.
- Processed policy renewals and maintained accurate client records.
- Established connections with new clients through proactive cold calling and referrals from satisfied customers.
- Educated customers on policy details, ensuring a thorough understanding of documents for informed decision-making.
- Contacted underwriters and submitted forms to obtain binder coverage.
Manager
McDonald's
Rushville
08.2021 - 05.2024
- Supervised daily operations, enhancing service quality and customer satisfaction.
- Coached, mentored, and trained team members, fostering skill development and job performance.
- Collaborated with management on strategic initiatives, driving store improvement efforts.
- Resolved customer complaints promptly to enhance dining experience.
- Enforced company policies and standards for quality control and cleanliness.
Education
High School Diploma -
Rushville Consolidated High School
Rushville, IN05-2023
Skills
- Claims processing
- Insurance regulations
- Risk assessment
- Policy analysis
- Sales support
- Cross-selling
- Client relationship management
Certification
- Property and Casualty License
- Life, Health, and Accident License
Timeline
Insurance Agent
Farmers Insurance Agency
09.2024 - Current
Manager
McDonald's
08.2021 - 05.2024
High School Diploma -
Rushville Consolidated High School