Joaniee Rodríguez
Tampa,FL
Summary
Results-oriented professional with a proven track record in customer experience, recruiting, and business development. Skilled in building strong relationships, driving growth, and enhancing overall customer satisfaction. Ready to exceed expectations
Overview
15
15
years of professional experience
1
1
Certification
Work History
Development and Talent Acquisition Specialist
Westshore Financial Group
10.2023 - Current
- Developed strong talent pipelines by utilizing various sourcing techniques, including social media, job boards, and networking events.
- Conducted initial telephone and in-person interviews to assess candidate experience and qualifications.
- Developed and implemented onboarding and orientation programs for new employees.
- Managed the candidate experience from application through onboarding, ensuring a smooth and positive process
- Supported employee development initiatives, including training programs, career development planning, and performance management processes.
Advisor Recruiter
Mutual Of Omaha Insurance Company
06.2022 - 08.2023
- Employed a diverse range of sourcing platforms, including LinkedIn, Wall Street Job, professional networks, and business associations, to proactively identify and engage high-potential candidates.
- Conducted in-depth preliminary interviews to assess behavioral and cultural alignment, averaging 7 first-round interviews weekly and 3 second-round interviews per week.
- Cultivated strategic partnerships with local colleges and universities to promote our internship program, resulting in the successful launch of our inaugural internship.
- Organized end-to-end onboarding and development initiatives for new agents, combining licensing, comprehensive training, and performance monitoring
- Skillfully managed the onboarding process for over 20 agents, ensuring the timely and accurate fulfillment of all requirements.
- Maintained accurate records of recruitment metrics in applicant tracking systems, enabling data-driven decision making for continuous process improvement.
Agency Business Administrator
Mutual Of Omaha Insurance Company
07.2021 - 06.2022
- Oversaw comprehensive business operations, involving case preparation, new business submission, and client services for a team of 30+ producers
- Demonstrated exceptional efficiency, achieving the organization's fastest underwriting processing time, with an average processing duration of one week
- Innovated and executed dynamic marketing campaigns targeting prospects, clients, and candidates
- Coordinated and flawlessly executed a diverse range of office meetings, presentations, seminars, off-site activities, and networking events, ensuring seamless coordination and enhanced team engagement
- Complies with all internal procedures and practices while demonstrating the ability to meet service performance and quality standards resulting in a 20% decrease in turnaround time.
- Processed employee expense reports quickly to prevent delays in payouts.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
Office Administrator
Infinity Financial Network
02.2018 - 07.2021
- Oversaw end-to-end business operations, encompassing case preparation, new business submissions, and dedicated client services for a robust portfolio of over 500 clients with a primary emphasis on annuities and investments products
- Spearheaded the coordination of dynamic seminars, activities, and innovative marketing strategies to drive business expansion and elevate client engagement. Averaged 9 engaging seminars per month, resulting in increased brand visibility and client interactions
- Supported workplace compliance by meticulously aligning operations with FMO and broker dealer standards, ensuring solid observance to regulatory guidelines
- Efficiently managed the licensing department, coordinating the timely renewal of licenses, state appointments, and continuous education requirements to uphold up-to-date compliance standards.
- Streamlined office processes by implementing efficient organizational systems and digital tools.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns, promote loyalty, and increase customer satisfaction.
Investment and Annuities Specialist Assistant
MassMutual Puerto Rico
05.2016 - 02.2018
- Provided vital support to Financial Consultants, proficiently managing the processing of incoming business
- Collaborated closely with investment vendors and clients, ensuring smooth transactions and prompt follow-up
- Executed diverse clerical and administrative duties, including generating reports, facilitating effective communication, and maintaining daily client filing systems
- Offered invaluable assistance to registered representatives, skillfully processing new account applications, wire transfers, EFTs, journals, and account maintenance
- Demonstrated proficiency in resolving inquiries and seamlessly managing account transfers.
New Business Coordinator
MassMutual Puerto Rico
09.2013 - 05.2016
- Exclusively managed and expedited new business applications for agency associates in the agency's top three largest units, showcasing exceptional efficiency
- This meticulous approach resulted in a substantial 75% reduction in Not-In-Good-Order (NIGO) applications
- Provided unwavering support across the entire sales cycle to agency representatives and the general agent, leveraging an in-depth understanding of our life insurance product portfolio and underwriting guidelines
- Developed and updated tracking spreadsheets for process monitoring and reporting.
- Championed proactive follow-up throughout the New Business processing cycle, maintaining seamless communication with agents to expedite underwriting
- Contributing to achieving a remarkable 15% reduction in the underwriting timeline.
Distribution Coordinator
Puma Energy Caribe, LLC
11.2012 - 08.2013
- Expertly maintained and analyzed Key Performance Indicator (KPI) reports for the Business Support Center, contributing critical insights that facilitated data-driven decision-making and operational excellence
- Executed innovative routing strategies, leading to a reduction of distribution costs by 10 cents per gallon
- This strategic overhaul not only enhanced cost efficiency but also ensured consistent on-time deliveries, optimizing overall operational performance
- Provide solid support to both the Sales and Accounting departments, playing an integral role in driving the company's growth trajectory
- Instrumental in achieving substantial milestones, including remarkable increases in sales volume and successful expansion through the addition of 30 new gas station locations.
- Coordinated with sales and production teams to ensure accurate forecasting of product demand and efficient allocation of resources.
- Conducted regular audits of inventory levels to identify discrepancies and maintain accurate records.
- Maintained safe work environment and confirmed current compliance with OSHA and other governmental regulations.
Customer Service Team Leader
Puma Energy Caribe, LLC
09.2011 - 11.2012
- Orchestrated and motivated a dynamic team of 5 customer service representatives, driving them to consistently achieve departmental targets while upholding rigorous standards
- Expertly managed high-volume order input within a fast-paced environment, ensuring accuracy and adherence to timelines
- Demonstrated exceptional conflict resolution skills, effectively addressing and resolving customer complaints and concerns on a daily basis
- Spearheaded proactive initiatives that yielded a 20% reduction in new complaints across our extensive network of 120 gas stations, effectively addressing issues at their root cause
- Participated as the integrated internal employee in the Lider 360 project with the external consultants from London Consulting Group to restructure the company’s operations which led to the creation of new and improved SOP’s and generated new employment opportunities
- Played a key role in the development of comprehensive training and mentoring programs for the department's new staff, elevating the quality of customer service and fostering professional growth within the team.
Customer Service Representative
Puma Energy Caribe, LLC
08.2009 - 09.2011
- Demonstrated exceptional proficiency in accurately processing orders, forms, and applications, ensuring prompt and accurate delivery of information to clients
- Exhibited adept problem-solving skills in efficiently addressing and resolving customer queries, elevating customer satisfaction levels and fostering positive relationships
- Maintained an up-to-date and comprehensive understanding of the company's procedures, service standards, and product offerings, enabling precise and effective customer assistance.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Participated in cross-functional initiatives aimed at enhancing overall business operations and customer satisfaction levels.
Education
Bachelor's Degree - Business Development With Business Administration
Universidad Interamericana De Puerto Rico
San Juan, PR05.2012
Skills
- Microsoft Office Suite
- Customer relationship management (CRM) software (Salesforce, SmartOffice, Redtail)
- Report Preparation
- Analytical and Critical Thinking
- Multitasking
- Interpersonal Skills
- Task Prioritization
- Time Management
Certification
- 2-15 Life & Health License
- Notary Public, State of Florida
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Development and Talent Acquisition Specialist
Westshore Financial Group
10.2023 - Current
Advisor Recruiter
Mutual Of Omaha Insurance Company
06.2022 - 08.2023
Agency Business Administrator
Mutual Of Omaha Insurance Company
07.2021 - 06.2022
Office Administrator
Infinity Financial Network
02.2018 - 07.2021
Investment and Annuities Specialist Assistant
MassMutual Puerto Rico
05.2016 - 02.2018
New Business Coordinator
MassMutual Puerto Rico
09.2013 - 05.2016
Distribution Coordinator
Puma Energy Caribe, LLC
11.2012 - 08.2013
Customer Service Team Leader
Puma Energy Caribe, LLC
09.2011 - 11.2012
Customer Service Representative
Puma Energy Caribe, LLC
08.2009 - 09.2011
Bachelor's Degree - Business Development With Business Administration
Universidad Interamericana De Puerto Rico
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