JOSE ADRIAN RODRIGUEZ
Marion,TX
Summary
Results-focused insurance professional with strength in needs analyses, quality growth and development. Proactive leader with strengths in communication and collaboration. Proficient in leveraging management skills and data analytics knowledge to promote member interaction. Adept at managing concurrent objectives to promote efficiency and influence positive outcomes.
Overview
20
20
years of professional experience
2
2
Certification
Work History
Independent Agent
Watermark Insurance Agency LLC
San Antonio , TX
05.2022 - Current
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Worked effectively in fast-paced environments.
- Created detailed sales presentations to communicate product features and market data.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Applied knowledge of the market and a full range of innovative and unique products to meet customer needs, expanding the company's customer base.
Employee Benefits Sales Manager
Cuellar & Associates
San Antonio , TX
12.2021 - 02.2022
- Maintained professional network of potential clients and business opportunities.
- Boosted team morale and overall sales volume by creating employee incentive sales contests.
- Created and finalized quotes to complete deals between company, vendors and customers.
- Developed and implemented new sales strategies to update product lines.
- Formalized sales process to enhance operations and promote acquisition of new customers.
- Generated sales by executing complete sales cycle process and break-even rate-tracking through contract negotiations and close.
Commercial Insurance Producer
Security Service Federal Credit Union
San Antonio , TX
01.2021 - 12.2021
- Responsible for prospecting, soliciting, quoting, and selling new Commercial accounts.
- 121 policies sold in a year
- Identify and develops insurance prospects and appropriate markets.
- Creates insurance proposals, makes sales presentations to prospective new business.
- Presented and clearly explained insurance policy options based on clients' needs and goals.
- Aimed to increase sales pipeline through marketing emails, cold-calling and referral management.
- Streamlined operational efficiencies by researching problems and delivering speedy issues resolution.
Multi Lines Insurance Agent
Falcon International Bank
San Antonio , TX
06.2019 - 08.2020
- Built relationships with clients through active listening and collaborate talents to provide excellent service.
- Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
- Worked closely with external partners and members of local community to create continuous client referral sources.
- Helped foster culture of customer eccentricity by aligning with product, marketing, operations, finance and executive teams to drive initiatives centered on customer success.
- Achieved $30,000 revenue growth in 3 months.
Insurance Agent/Owner
Farmers Insurance
Floresville , Texas
12.2008 - 06.2019
- Manage day-to-day sales operations in multiple capacities, including recruitment, meeting facilitation, develop strategies, and build network awareness.
- Cultivated new business by offering presentations on financial well- being to individuals and groups on subject of Group Health Insurance.
- Achieved Highest Underwriting Quality Index in district 4 out of 4.
- Profitable for 4 straight years (2014, 2015, 2016, and 2017).
- Forecast trends in market and internal compensation strategy Worked closely with external partners and members of local community to create continuous client referral sources.
Education
BBA - Business Administration And Management
University of Texas
San Antonio, TX05.2001
Skills
- Active listening
- Problem resolution
- Fluent in Spanish
- Data management
- Financial administration
- Performance improvements
- Policy/program development
- Employee development
- Customer retention
- Profit and loss accountability
- Recruiting and hiring
- Cross-functional team management
- Contract review and analysis
- Account management
Affiliations
Member, Independent Insurance Agents of San Antonio, 2019 to Current
Languages
Multilingual in Spanish
Additional Information
- University of Farmers Life and Commercial Sales, Essential Selling Skills, Group 1 Life & Health License, Property & Casualty License, and Notary Public Officer ACCOMPLISHMENTS, , Won "Service Excellence Award" for playing instrumental role in driving record-high customer service Managed $1,500,000 book of business Resolved product issue through consumer testing Human Resources Interviewed, hired and trained team, increasing department productivity and client acquisition rates Used Microsoft Excel to develop inventory tracking spreadsheets Supervised team of 4 staff members AA Highest Agency Growth Championship Qualifier Toppers Qualifier Blue Vase Award Winner Top Agent for Group Life Insurance 2016 AA Net Promoter Score
Languages
Spanish
Full Professional
Accomplishments
- Developed relationships with 72 new clients in 7 months
- Consistently maintained high customer satisfaction ratings.
Certification
- General Lines Property & Casualty License - 2002
- Life, Acc, and Health License - 2003
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Independent Agent
Watermark Insurance Agency LLC
05.2022 - Current
Employee Benefits Sales Manager
Cuellar & Associates
12.2021 - 02.2022
Commercial Insurance Producer
Security Service Federal Credit Union
01.2021 - 12.2021
Multi Lines Insurance Agent
Falcon International Bank
06.2019 - 08.2020
Insurance Agent/Owner
Farmers Insurance
12.2008 - 06.2019
BBA - Business Administration And Management
University of Texas
- General Lines Property & Casualty License - 2002
- Life, Acc, and Health License - 2003
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