Luz Rodriguez
Client Service And Project Management
Durham,North Carolina
Summary
An experienced servant leader with a proven track record of planning and implementing strategic teamwork solutions that foster communication and collaboration. Accomplished at introducing and facilitating the adoption of scrum principles, removing impediments, and fostering self-organization. Results-oriented, decisive leader with proven success in establishing and cultivating relationships to build team focus and flexibility. Having an understanding of driving optimal service under competitive and high-pressure environments while being an excellent communicator and innovative problem solver with strong strategic development and organizing capabilities.
Overview
10
10
years of professional experience
3
3
years of post-secondary education
2
2
Certifications
Work History
Associate III Quoting & Underwriting Specialist
Policygenius
DURHAM, North Carolina
01.2019 - 06.2022
- Kept detailed records of daily progress to identify and correct internal processes needing improvement.
- Assessed client properties using information from a variety of sources and solve complex risks for high-net-worth clients.
- Tracked changing policies and procedures to keep underwriting activities compliant with updated requirements.
- Carefully evaluated insurance applications to check the risk level of insuring the client.
- Used recommendations from comparative rater combined with expertise in the field to make accurate underwriting decisions.
- Validated the underwriting team's findings to check whether information matched and calculations were accurate.
- Developed training program to educate new team members onto the high-net-worth team.
- Prioritized tasks to meet tight deadlines, pitching in to assist others with project duties.
Account Executive
Yelp
New York City, NY
07.2018 - 11.2018
- Sold product and marketing concepts to local business owners
- Identified client needs, goals, and strategic direction and provided roadmaps for growth.
- Developed client partnerships, liaising between agency and client decision-makers to foster coordination and support.
- Provided administrative account support to maintain records and assess performance.
- Increased sales and brand awareness through data analysis and understanding of consumer behavior.
- Interacted professionally with customers, informing individuals of sales promotions and driving product interest.
Account Manager
Idesco
New York City, NY
02.2018 - 04.2018
- Maintained robust inventory of available products, avoiding delivery delays and maximizing profits through Amazon.
- Managed the marketplace through vendor & seller central.
- Maximized ROI of campaigns by analyzing performance, response rates and results.
- Developed trusting rapport with recurring clients to reinforce brand loyalty and encourage continued patronage.
- Resolved customer issues quickly to recapture the customer's loyalty and maintain the sale.
- Planned efficient sales routes to maximize the number of customers served and incoming revenue.
Account Manager
EIMS
Miami, FL
08.2017 - 02.2018
- Networked and build relationship with tech based clients by aligning appropriate EIMS services to their needs and objectives.
- Responsible for ROI & client budgets.
- Maintained a yearly quota of 1ML within my overall book of business.
- Responsible for setting up and overseeing the overall infrastructure of the project from start to finish.
- Ran weekly meetings with clients and project managers to discuss defining milestones, and highlighting the project dependencies.
- Reviewed operational records and reports to project sales and determine profitability for the client.
- Researched market trends and stayed current on customer preferences to better lead sales operations.
- Established ambitious quotas and helped each Project Manager implement a personalized plan to achieve targets with their teams.
- Directed and coordinated activities involving sales of manufactured products, services, and other subjects of sales.
Project Manager
EIMS
Miami, FL
01.2016 - 08.2017
- Incorporated an agile frame work to manage the success of the project.
- Responsible for hiring and staffing designated projects.
- Worked on performance problems and terminations.
- Ran weekly check-ins with team managers and business analyst to review project contracts and make sure that the team’s moves along in accordance with the plan.
- Tracked that deliverables are delivered on time and within budget by creating appropriate schedules.
- Defined milestones, and highlighting the project dependencies for the client.
- Attended board meetings with stakeholders to negotiate achievable deadlines and discuss the same with the team.
- Presented reports to respective account managers and identify the areas where there is a need for future development.
- Created an alternate plan to justify the expectations of the clients.
- Coached teams on how to connect with customers and build long-term, productive relationships.
Team Manager
EIMS
Miami, FL
01.2015 - 12.2015
- Completed monthly sprint plans and drove performance by creating incentives and positive work atmosphere.
- Administered monthly and annual reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures.
- Identified and corrected deficient performance and behaviors to achieve maximum productivity.
- Coached and developed new or existing employees.
- Organized the product backlog and the scrum board at the start of every week.
- Organized everything around the team, such as meetings and work schedules.
- Took notes in meetings and sent the meeting minutes to the team.
- Connected with project management on the status of the campaigns productivity and results.
Channel Sales Representative
EIMS
Miami, FL
05.2014 - 01.2015
- Facilitated sale of software and hardware to small to medium businesses.
- Informed clients of promotions to increase sales productivity and volume.
- Stayed current on company offerings and technological trends.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Completed daily outbound calls, up to 6 hours per day.
- Scheduled meeting with clients to discuss and ascertain needs, tailor solutions and close deals.
- Prepared and deliver customer sales quotes.
- Attended monthly sales meetings and quarterly sales trainings.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Branch Manager
Checksmart Financial
Miami, Fl
06.2013 - 05.2014
- Assessed branch processes, staff performance, and KPIs regularly to verify operations.
- Administered budgets and managed accounts to achieve branch financial goals.
- Followed information management strategies and monitored employee activities to protect customer information and business assets from loss and theft
- Forecasted budgets, expenditures, and revenue and used research to make financial decisions.
- Supervised associates and communicated goals to foster teamwork and collaboration.
- Used coaching and performance strategies to improve team results and build successful environments.
- Led regular meetings to share new information, update policies, and outline objectives to staff.
- Recruited, hired, and trained personnel to grow business books.
- Determined credit risk for new and existing clients to mitigate fraud and losses.
- Handled front-office branch activities during peak periods to manage queues and resolve complaints.
Assistant Branch Manager, Operations
Checksmart Financial
Miami, FL
04.2012 - 06.2013
- Developed and managed employee schedules, balancing individual requests and requirements with business needs.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Worked in matrix management environment with oversight of division level managers, operations, sales, finance, human resources, safety and compliance.
- Demonstrated knowledge of branch financial products, loans and lines of credit.
- Directed promotion and brand loyalty efforts to build direct relationships with customers.
- Reviewed operations reports to understand numbers and trends.
Teller Associate
Checksmart Financial
Miami, FL
11.2011 - 07.2012
- Answered customer inquiries regarding account balances, transaction history, services charges and interest rates.
- Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Executed wire transfers, stop payments and account transfers.
- Received loan and utility payments, sending funds to correct destinations.
- Counted, verified and handled bank deposits and armored car transactions.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
Vocational Degree - Nursing Assistant
South Dade Educational Center - South Dade Skills Center
Homestead, FL 11.2008 - 03.2009
High School Diploma -
Miami Southridge Senior High School
Miami, FL 08.2005 - 08.2008
Skills
Agile Development and Best Practices
Certification
Fast Track Project Management Program
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Associate III Quoting & Underwriting Specialist
Policygenius
01.2019 - 06.2022
Account Executive
Yelp
07.2018 - 11.2018
Account Manager
Idesco
02.2018 - 04.2018
Account Manager
EIMS
08.2017 - 02.2018
Project Manager
EIMS
01.2016 - 08.2017
Team Manager
EIMS
01.2015 - 12.2015
Fast Track Project Management Program
01-2015
Channel Sales Representative
EIMS
05.2014 - 01.2015
Branch Manager
Checksmart Financial
06.2013 - 05.2014
Fast Track Management Program
05-2013
Assistant Branch Manager, Operations
Checksmart Financial
04.2012 - 06.2013
Teller Associate
Checksmart Financial
11.2011 - 07.2012
Vocational Degree - Nursing Assistant
South Dade Educational Center - South Dade Skills Center
11.2008 - 03.2009
High School Diploma -
Miami Southridge Senior High School
08.2005 - 08.2008
Similar Profiles
Jacob SafleyJacob Safley
Insurance Sales Agent at PolicygeniusInsurance Sales Agent at Policygenius
Joseph McDermottJoseph McDermott
Life Insurance Sales Agent at PolicygeniusLife Insurance Sales Agent at Policygenius
Dane HillDane Hill
Case Management Specialist at PolicygeniusCase Management Specialist at Policygenius
Amber JanssonAmber Jansson
Senior Retention Account Manager at PolicygeniusSenior Retention Account Manager at Policygenius
Jayden CourtneyJayden Courtney
Team Member at Pizza HutTeam Member at Pizza Hut