Julie Rodriguez
Summary
Bilingual Insurance Specialist dedicated to assisting employees. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
32
32
years of professional experience
Work History
Employee Benefits Specialist
Contract Positions
09.2008 - Current
- Enhanced employee satisfaction by developing and implementing comprehensive benefits programs.
- Streamlined benefits administration processes for increased efficiency and accuracy.
- Collaborated with HR team to onboard new employees, providing thorough orientation on available benefits options.
- Check employee benefit enrollment for accuracy and inputted all data into employer management system.
- Maximized employee understanding of benefits offerings through effective communication initiatives.
- Managed annual open enrollment process, ensuring timely and accurate updates to employee records.
Insurance Agent
Own Bussines
08.2007 - 11.2012
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Developed comprehensive knowledge of various insurance products, enabling effective recommendations for clients'' unique situations.
Account Manager/Marketing Manager
Tom Baker Insurance
04.2004 - 08.2007
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Developed customized account plans for clients to help them achieve their business goals.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Monitored industry trends to provide informed recommendations on new products or services that could benefit clients'' businesses.
Insurance Agent/Office Manager
Allstate Insurance
08.1991 - 03.2004
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Built strong relationships with clients through consistent communication and excellent customer service.
- Expanded client base by actively prospecting for new business opportunities and generating referrals.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collaborated with underwriters to assess risk and determine appropriate coverage options for clients.
- Mentored junior agents, sharing industry insights and best practices for success in the field.
- Worked closely with other team members to optimize sales strategies and achieve regional goals.
- Negotiated with insurance underwriters to obtain better coverage and improved rates for clients.
- Achieved departmental goals by developing and executing strategic plans and performance metrics.
- Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
- Managed and motivated employees to be productive and engaged in work.
- Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
- Cross-trained existing employees to maximize team agility and performance.
- Onboarded new employees with training and new hire documentation.
- Maximized performance by monitoring daily activities and mentoring team members.
Education
High School Diploma -
Galena Park High School
Galena Park, TX1990
Skills
- Analytical Thinking
- Benefits Administration Expertise
- Insurance Plan Understanding
- Organizational Skills
- Effective Communication
- Time Management Abilities
- Written and Oral Communication
- Highly Skilled in multiple software's
- Project Management Experience
- Proficient in microsoft office
Languages
Spanish
Native or Bilingual
License
Property and Causality
Life and Health ( 35 states)
All lines Adjuster
Timeline
Employee Benefits Specialist
Contract Positions
09.2008 - Current
Insurance Agent
Own Bussines
08.2007 - 11.2012
Account Manager/Marketing Manager
Tom Baker Insurance
04.2004 - 08.2007
Insurance Agent/Office Manager
Allstate Insurance
08.1991 - 03.2004
High School Diploma -
Galena Park High School
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