Marcela Rodriguez
San Antonio
Summary
Professional insurance specialist with track record of delivering client-focused solutions and driving positive outcomes. Adept at navigating complex policies, risk assessment, and customer relationship management. Strong team collaborator, adaptable to changing needs, and consistently reliable in achieving organizational goals. Skilled in sales strategies, policy analysis, and client advisory services.
Overview
24
24
years of professional experience
Work History
Insurance Agent
USAA
San Antonio, TX
06.2023 - Current
- Developed tailored insurance solutions to meet client needs and enhance satisfaction.
- Educated clients on policy options, ensuring informed decision-making and compliance.
- Managed comprehensive risk assessments to identify coverage gaps and recommend improvements.
- Supported policy processing, including applications, renewals and updates while maintaining accurate records.
- Delivered high quality customer service by responding to inquiries and resolving issues in a timely manner.
- Collaborate with team members to meet sales goals and improve client retention.
- Stayed current with industry regulations and completed required licensing and continuing education.
- Consistently met or exceeded sales targets as well as expectations across our core responsibilities.
- Effectively balanced quality, productivity and member experience while maintaining my daily work load.
Advisor
Protestant Women of the Chapel
San Antonio, TX
05.2022 - 05.2023
- Empowered others to use judgment and knowledge to solve problems and concerns.
- Obtained additional information and clarification from staff members to resolve concerns.
- Participated in ministry activities and committee work to support our program and community success.
- Attended board meetings and reviewed meeting agendas.
- Approved organizational strategies, budgets and business decisions.
- Maintained confidentiality in regard to internal organizational affairs and information.
- Utilized networks and resources to inspire collective action and achieve organizational goals.
Outreach/Inreach Coordinator
Protestant Women of the Chapel
San Antonio, TX
05.2021 - 05.2022
- Planned and coordinated inreach and outreach projects to meet needs of members and military community.
- Worked with Financial and Publicity liaison to distribute important information and purchase necessary supplies.
- Fostered community outreach by coordinating events to liaise with community members.
- Facilitated supportive services and counseling for family members to address special concerns and ease military transitions.
Coordinator of Girls Ministries
Neighborhood Church-assemblies
Okinawa, Japan
02.2015 - 02.2018
- Guided instruction by mentoring teachers to improve leadership and teaching effectiveness.
- Conferred with parents and staff to discuss educational activities, policies and student behavior or learning problems.
- Partnered with teaching staff to develop and improve curriculum offerings for students.
- Developed lesson plans in accordance with curricula and core church beliefs.
- Recruited, hired and trained primary and supplemental teaching staff.
- Created congregational awareness to encourage religious education program participation.
- Determined allocations of funds for classroom supplies and materials, authorizing purchases.
- Prioritized and organized tasks to efficiently accomplish service goals.
- Planned and completed group projects and events working smoothly with others.
Substitute Teacher
DODEA
Okinawa, Japan
01.2015 - 02.2018
- Enforced classroom routines to keep students on schedule and operating at consistent level.
- Provided classroom instruction outlined in teacher's lesson plans.
- Implemented lesson plans assigned by classroom teacher to educate students about key concepts.
- Provided notes and reports on school day activities to primary teacher.
- Established and enforced rules for behavior and procedures to maintain order among students.
- Requested as substitute teacher based on excellent referrals and trusted performance.
- Educated students in various subjects to provide seamless transition during absence of head teacher.
- Maintained student attendance and assignment records to prevent lapses during teacher absences.
- Engaged students in discussions to promote interest and drive learning.
- Differentiated classroom and small group instruction to meet needs of students with various learning styles and abilities.
- Maintained classroom order and enforced school and class rules.
- Supervised students during recess, break times and dismissal periods to prevent injuries and fights.
- Tutored students individually and in small groups to help with difficult subjects.
Church Volunteer
Bethel Assembly of God
Rapid City, SD
01.2005 - 04.2014
- Maintained child care and safety until released to parent or guardian.
- Created lesson plans and activities in line with church beliefs and curriculum.
- Cleaned and organized designated classrooms.
- Maintained safe environment for children and teachers by upholding church policies.
- Assisted church staff members with projects and attended necessary staff meetings.
- Worked with ministry team to gather materials for lessons.
- Advocated for children and children's programs to parents and church staff.
- Planned games, songs and dances as part of religious curriculum.
- Fostered safe and nurturing learning environment in classroom to promote faith development.
- Volunteered with various organizations, coordinating resources and outreach to help accomplish core mission.
- Attended missionary trips to various areas to help natives learn about religion and complete charity work.
Customer Service Representative
SunTrust Banks, Inc.
Orlando, FL
02.2002 - 02.2004
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Answered inbound calls, chats and emails to facilitate customer service.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- De-escalated problematic customer concerns, maintaining calm, friendly demeanor.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
- Educated customers on special pricing opportunities and company offerings.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Maintained knowledge of current promotions, exchange guidelines, payment policies and security practices.
- Supported sales team members to drive growth and development.
- Presented existing and prospective customers with valuable service or product information to aid in decision-making.
Education
Certified Minister - Biblical Studies
Global University
Springfield, MOAssociate of Science - Business Administration
Universida Mayor De San Simon
Bolivia08-1998
Increasing Your Insurance IQ - Insurance
American Institute For CPCU
720 Providence Rd Suite 100, Malven PA 1935512-2025
Skills
- Bilingual speaks and writes English and Spanish
- Conflict Management
- Service Oriented
- Staff Supervision
- Team Leadership
- Data Entry and Maintenance
- Customer Service
- Calm and Professional Under Pressure
- Multitasking and Prioritization
- Efficient and Detail-Oriented
- Licensed insurance agent
- Quotes and sales
- Client relations
- Account management
- Professionalism and ethics
Languages
Spanish
Native/ Bilingual
Timeline
Insurance Agent
USAA
06.2023 - Current
Advisor
Protestant Women of the Chapel
05.2022 - 05.2023
Outreach/Inreach Coordinator
Protestant Women of the Chapel
05.2021 - 05.2022
Coordinator of Girls Ministries
Neighborhood Church-assemblies
02.2015 - 02.2018
Substitute Teacher
DODEA
01.2015 - 02.2018
Church Volunteer
Bethel Assembly of God
01.2005 - 04.2014
Customer Service Representative
SunTrust Banks, Inc.
02.2002 - 02.2004
Associate of Science - Business Administration
Universida Mayor De San Simon
Certified Minister - Biblical Studies
Global University
Increasing Your Insurance IQ - Insurance
American Institute For CPCU
Education and Training
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