Summary
Overview
Work History
Education
Skills
Licensed Insurance Agent- Life- Health- Medicare Supplement & Licensed Adjuster
Timeline
Generic

Kellene Jobe Rodriguez

Licensed Insurance Agent
Ocala,FL

Summary

Licensed Insurance Professional with experience in Life and Health products, including Medicare Advantage and Medicare Supplement plans. Skilled in client education, policy explanation, needs assessment, and guiding customers through enrollment and coverage selection. Strong background in customer service, sales support, and building trust based client relationships in fast paced environments.

Also holds Insurance adjuster licensing with exposure to claims processes, policy interpretation, and documentation review. Knowledgeable in evaluating claims information communicating with policyholders, and supporting resolution of insurance matters in accordance with carriers guidelines and compliances standards.

Brings a well rounded upstanding of both the sales and the claims sides of the insurance industry, with the ability to transition between client facing advisory roles and analytical claims support functions. Strong communication skills, attention to details, and adaptability in hybrid, remote, or office based environments.

Overview

8
8
years of professional experience

Work History

Licensed Insurance Agent

Cantley Insurance & Financial Services
Charlotte, NC
2024.04 - 2026.05
  • Educated clients on insurance products, ensuring informed decisions based on individual needs.
  • Processed policy applications and renewals, maintaining accuracy in data entry and documentation.
  • Assisted clients with claims submissions, providing guidance through complex procedures.
  • Conducted regular follow-ups with clients to ensure satisfaction and address any concerns promptly.
  • Calculated quotes and educated potential clients on insurance options.
  • Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
  • Built relationships with clients using active listening and issue resolution to provide excellent service.
  • Developed comprehensive insurance plans tailored to client needs and preferences.
  • Educated clients on coverage options, policy terms, and claims processes.
  • Conducted thorough market research to identify competitive insurance offerings.
  • Streamlined policy renewal processes, improving client retention rates.

Licensed Insurance Agent

Security Plus Inc.
Cornelius, NC
2021.06 - 2024.03
  • Collaborated with underwriters to assess risks and determine appropriate coverage options.
  • Developed marketing strategies to attract new clients, enhancing overall business growth opportunities.
  • Trained and mentored new agents on best practices in customer service and sales techniques.
  • Analyzed client feedback to identify areas for service improvement, driving higher retention rates.
  • Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.
  • Managed a diverse book of business, adapting to changing client needs and maintaining expert knowledge of multiple lines of insurance products.
  • Developed comprehensive insurance plans tailored to client needs and preferences.
  • Educated clients on coverage options, policy terms, and claims processes.
  • Conducted thorough market research to identify competitive insurance offerings.
  • Streamlined policy renewal processes, improving client retention rates.

Licensed Insurance Agent

Life N Health 365
Greensboro, NC
2018.11 - 2021.06
  • Consistently met or exceeded sales targets through diligent prospecting, follow-up, and effective closing strategies.
  • Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
  • Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
  • Enhanced cross-selling success by identifying complementary products that would further protect clients'' assets or reduce liability exposure.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments as needed to maintain optimal coverage.
  • Retained existing clientele by regularly reviewing their policies and recommending adjustments to maintain optimal coverage.
  • Promoted products and services using upselling and other sales strategies.

Education

BBA - General Business Administration

Winston-Salem State University
Winston-Salem, NC
2001.05 -

Skills

Insurance sales expertise

Insurance product expertise

Client relationship management

Client account management

Regulatory compliance

Policy adjustment

Client needs analysis

Data entry

Call center customer service

Administrative functions

Billing procedures

Licensed Insurance Agent- Life- Health- Medicare Supplement & Licensed Adjuster

Dedicated professional with a proven track record in client relationship management and tailored solutions. Committed to enhancing client satisfaction while ensuring regulatory compliance and accurate data entry.

Timeline

Licensed Insurance Agent

Cantley Insurance & Financial Services
2024.04 - 2026.05

Licensed Insurance Agent

Security Plus Inc.
2021.06 - 2024.03

Licensed Insurance Agent

Life N Health 365
2018.11 - 2021.06

BBA - General Business Administration

Winston-Salem State University
2001.05 -
Kellene Jobe RodriguezLicensed Insurance Agent