José Augusto GALEAS RODRÍGUEZ
San Pedro Sula
Summary
Motivated and detail-oriented professional with a strong background in insurance operations, internal auditing, and client service support. Currently pursuing a Bachelor's degree in Marketing, bringing a unique blend of analytical thinking, creativity, and interpersonal skills. Experienced in developing SOPs, monitoring performance metrics, and ensuring compliance using systems like AgencyZoom and QQCatalyst. Bilingual (English/Spanish) communicator with a passion for continuous learning, personal growth, and helping teams thrive in a structured and client-focused environment.
Overview
7
7
years of professional experience
Work History
Internal Auditor
SouthWestern Insurance
01.2024 - Current
- Conduct regular audits of CSR and agent activities to ensure adherence to internal SOPs
- Review client account handling for accuracy, timeliness, and proper documentation
- Verify that required documents (e.g., identification, signed forms, proof of insurance) are uploaded and properly stored
- Ensure policy numbers and automation processes in systems (AgencyZoom and QQCatalyst) are properly updated and completed
- Track and report daily productivity of CSRs and agents
- Monitor pending payments, especially down payments and installments, and ensure timely follow-up
- Identify and report procedural gaps or inconsistencies
- Collaborate with management to develop and revise SOPs based on audit findings
- Provide training support to team members to reinforce compliance and best practices
- Prepare weekly and monthly audit reports for leadership review
- Maintain confidentiality of sensitive client and agency information
Inside Sales Support Specialist
Simplex Group
02.2023 - 12.2024
- Assist agents with quoting, policy applications, and client documentation
- Follow up with prospects and leads via phone, email, or CRM systems
- Prepare presentations, proposals, and other sales-related materials
- Input and manage client information in agency management systems (Epic, PowerBI, Conexus CRM system)
- Schedule appointments, policy reviews, and follow-up calls for agents
- Support the renewal process and identify cross-selling opportunities
- Maintain up-to-date knowledge of insurance products, guidelines, and procedures
- Provide excellent customer service by responding to client inquiries and resolving minor issues
- Collaborate with underwriters, carriers, and internal teams to move policies forward
- Ensure compliance with company policies and industry regulations
Medical Assistant
Capitol Pain Institute
01.2021 - 10.2021
- Schedule and confirm appointments
- Call patients with instructions for upcoming procedures
- Handle prescription refills and authorizations
- Update patient information in the system
- Provide excellent and compassionate customer service
Technical Support Representative
Alorica
03.2018 - 07.2019
- Provided remote assistance to customers experiencing technical difficulties, guiding them through step-by-step resolutions with patience and professionalism.
- Improved customer satisfaction by providing timely and accurate technical support for various software and hardware issues.
- Resolved complex technical problems through effective troubleshooting techniques, enhancing the user experience.
- Maintained a high level of expertise on company products, ensuring accurate information was provided to customers at all times.
Education
Bachelor’s Degree in Marketing (In Progress) - Marketing
CEUTEC
San Pedro Sula, Hn 01-2023
Skills
- Policy compliance
- Oral and written communications
- Empathetic & Emotionally Intelligent
- Audit planning
- Responsible & Accountable
- Process Development
Languages
English
Timeline
Internal Auditor
SouthWestern Insurance
01.2024 - Current
Inside Sales Support Specialist
Simplex Group
02.2023 - 12.2024
Medical Assistant
Capitol Pain Institute
01.2021 - 10.2021
Technical Support Representative
Alorica
03.2018 - 07.2019
Bachelor’s Degree in Marketing (In Progress) - Marketing
CEUTEC
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