Janette Rodriguez
Pleasanton
Summary
Licensed Claims Adjuster focused on Glass and roadside claims. Positive attitude and exceptional problem solving skills.
Energetic and enthusiastic insurance professional motivated to succeed in fast-paced professional environment.
Detail-oriented, observant and knowledgeable with excellent interpersonal and documentation skills. Efficiently handle high case volumes with accuracy and care.
Gifted in connecting with business customers to meet account needs, drive Revenue and build retention. Knowledgeable about Auto, Homeowners, commercial, Business, Renters and skilled at meeting and exceeding sales targets. Service-oriented and quality-focused with demonstrated success over 3 years of Insurance experience. Ensures team members provide appropriate product solutions to meet member needs.
Motivated Managing Lead Agent offering 3 years of experience in Auto insurance sales.
Accomplished professional with active P&C license. Excellent ability to train and coach Insurance Agent performance, maximizing productivity and performance. Talented at building and maintaining strong network relationships and strong referral partnerships.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Claims Representative
USAA Insurance
San Antonio
06.2022 - Current
- Provided quality customer service to assigned, insured and claimants throughout claims process to deliver timely service to customers.
- Reviewed documentation and accounts to gain full picture.
- Researched and reviewed information to determine validity of insurance claims and contacted companies and customers about decisions.
- Processed Roadside and Glass claims daily and expertly handled as many as 500 files with impeccable quality.
- Monitored reports to identify claims issues and worked with adjusters to resolve problems.
- Planned and conducted investigations of claims to confirm coverage and compensability.
- Examined claims, records and procedures to grant approval of coverage.
Managing Agent
Acceptance Insurance
San Antonio
01.2019 - 06.2022
- Supervised and coordinated work of Managing Agent to optimize productivity and enhance results.
- Provided leadership and training for new agents regarding industry best practices and company policies. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
- Exceeded company sales goals for new policies.
- Pursued continued professional development through insurance workshops, course and webinars.
- Unsold products to policyholders and potential new clients.
- Offered policy guidance and management to promote asset protection.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Analyzed customer needs and provided best options, upselling products and services.
- Followed up with potential clients regarding online information requests.
Managing Agent
Freeway Insurance
San Antonio
11.2016 - 12.2018
- Interviewed prospective clients to gather information on financial needs and discuss any existing coverage.
- Exceeded company sales goals for new policies.
- Earned 5 BOB awards for the busiest office in San Antonio,
- I won a Las Vegas Trip for Being the Best of the Best
- Got Promoted within 1 Year
- Provided leadership and training for new agents regarding industry best practices and company policies. for new agents on the sales process and relationship building while maintaining current accounts and sales numbers.
- Engaged customers and provided high level of service by carefully explaining details about documents.
- Skillfully and patiently explained coverage options to potential policyholders, answering any questions or concerns.
- Developed insurance cross-selling opportunities in partnership with Preferred Agency's, Setting Marketing
CNA
Golden Estates Rehabilitation Center
San Antonio
09.2014 - 07.2016
- Collaborated with interdisciplinary healthcare teams to provide high-quality patient care.
- Used mobility devices and wheel chair equipment to carefully and transport patients.
- Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
- Documented patient intake and dietary requirements and assisted with feeding.
- Documented information in patient charts and communicated status updates to interdisciplinary care team.
- Managed and maintained patient rooms, shared-living areas and nursing stations.
- Attended to patients in 15-bed unit, continuously checking on needs and maintaining high standards of patient care.
- Promoted patient satisfaction by assisting with daily living needs such as bathing, dressing, toileting and exercising.
- Responded to patient alarms and needs-assessment requests to identify course of treatment.
- Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
CNA
Casa Rio
San Antonio
07.2012 - 03.2014
- Managed and maintained patient rooms, shared-living areas and nursing stations.
- Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
- Attended to patients in 12-bed unit, continuously checking on needs and maintaining high standards of patient care.
- Documented information in patient charts and communicated status updates to interdisciplinary care team.
- Promoted patient satisfaction by assisting with daily living needs such as bathing, dressing, toileting and exercising.
Education
Certified Nurse Assistant - Cna
Techology of Texas
San Antonio, TX02.2012
Associate Degree in Nursing - Billing And Coding
Kaplan
San Antonio, TX01.2010
Medical Assistant -
Texas Careers
San Antonio, TX2006
Skills
- Team Leader
- Quick problem solver
- Customer relations
- Medical terminology knowledge
- Change Agent to a team of front-line
- employees who provide sales, service, accounting
- Electronic charting
- Calm and level-headed under duress
- Staff training
- Email marketing/ Outdoor Marketing Events
- Insurance sales strategy
- Policy adjustment knowledge
- Client retention
- Excellent Customer Service
- Developments-selling and up selling
- Analyzing data
- Developing policies
- Commercial insurance
- Handle member escalations and makes appropriate risk decisions based on policies
- Maintains compliance with policies, Procedures, and regulations
- Property and casualty products
- Thrives under pressure
- Quality control
- Influencing business growth
- Client relations expert
- Organized
- Building strong relationships
- Data collection
- Casualty auto insurance
- Self-motivated
- Cold calling
- Renewing policies
- Excellent communication skills
- Sales presentations
- Complaint handling and resolution
- Quoting and pricing policies
- Basic computer skills
- Word, PowerPoint, Excel, Spreadsheet
- ITC Turbo-rater experience
- Ability to prioritize and multi-task, including navigating
- Partner with vendors to facilitate low complexity claims
- Acquire basic knowledge of auto coverages for glass, roadside, and rental vehicle coverage
- Collaborate and set expectations with external and internal business partners to facilitate claims resolution
- Managing and Deescalating escalation calls
- Clearly documenting thought process including damage evaluation, investigation, negotiation, and settlement decisions for reimbursement
- FNOL claims for glass and roadside
Certification
- Certified Nursing Assistant
- CPR certification
- CNA License
- Medical Assistant Department of Health Certification
- Auto Insurance ( Limited Lines)
- P&C (Property & Casualty/ General)
- Certified Claims Adjuster, USAA - 2021
Timeline
Claims Representative
USAA Insurance
06.2022 - Current
Managing Agent
Acceptance Insurance
01.2019 - 06.2022
Managing Agent
Freeway Insurance
11.2016 - 12.2018
CNA
Golden Estates Rehabilitation Center
09.2014 - 07.2016
CNA
Casa Rio
07.2012 - 03.2014
Certified Nurse Assistant - Cna
Techology of Texas
Associate Degree in Nursing - Billing And Coding
Kaplan
Medical Assistant -
Texas Careers