Maria F. Rodriguez
West Palm Beach,FL
Summary
Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Experience stepping into roles and quickly making positive changes to drive company success. Focused on using training, monitoring and morale-building techniques to maximize employee engagement and performance. Detailed Client Service Associate known for having great organizational skills. Gifted at working with all types of customers. Looking for a new role where hard work and dedication will be highly valued. Personable and dedicated Customer Service Representative with extensive experience in Bank industry and Insurance. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Responsible and motivated student ready to apply education in the workplace. Offers excellent technical abilities with software and applications, ability to handle challenging work, and excellent time management skills. Recent graduate with excellent research, technical, and problem-solving skills. Detail-oriented and able to learn new concepts quickly.
Overview
14
14
years of professional experience
Work History
Insurance Customer Service Representative
Instainsure LLC
West Palm Beach, FL
03.2022 - Current
- Assisted with customer inquiries, complaints, and requests for information regarding insurance policies.
- Provided quotes on various types of insurance policies.
- Advised customers on available coverage options that best fit their individual needs.
- Processed new policy applications and updated existing policy documents.
- Developed strong relationships with clients by providing exceptional customer service.
- Answered insurance-related questions and discussed product offerings with prospective customers to meet unique needs.
- Navigated computer system to look up customer information and update policies.
- Greeted customers and provided prompt, courteous service.
- Responded to queries, solved, or referred problems and followed up with clients to increase satisfaction.
- Conducted follow-up calls to ensure satisfactory resolution of customer issues.
- Verified accuracy of customer data entered into the system.
- Responded promptly to emails and phone calls from customers seeking assistance.
- Asked probing questions and offered solutions to resolve customer issues.
- Performed administrative duties such as filing, scanning, faxing, copying documents.
- Fostered strong relationships with current and prospective clients to maintain client retention.
- Applied basic insurance underwriting knowledge to evaluate and analyze information.
- Researched relevant policy information to answer customer questions.
- Facilitated payment processing for premium payments and renewals.
- Ensured compliance with company guidelines and regulatory standards when dealing with customers' accounts or policies.
- Maintained accurate records of customer interactions and transactions.
- Entered leads and new applications, pulled data reports, and submitted changes to attract and retain customers and increase business.
- Implemented strategies to increase efficiency of processes.
- Provided feedback and suggestions for process improvement initiatives.
- Generated reports based on client data to analyze trends in customer service needs.
- Attended training and educational seminars to enhance knowledge and credentials.
- Investigated discrepancies between actual charges and expected premiums.
- Conducted direct mail campaigns, personal insurance reviews and outbound calling blitzes to coordinate prospecting.
- Assisted with resolving complex claims or billing disputes in a timely manner.
- Built trusted partnerships through open and interactive communication to earn positive customer feedback.
- Assisted new policyholders with processing claims.
- Organized information by using spreadsheets, databases or word processing applications.
- Called insurance companies to ascertain pertinent information regarding policies and payment benefits for patients.
Owner's Representative
Alpha Multiservice LLC
West Palm Beach, FL
02.2021 - Current
- Resolved customer complaints in a timely manner.
- Developed and maintained relationships with customers, vendors, and suppliers.
- Reviewed inventory levels and ordered supplies to keep products in stock.
- Collaborated with customers to offer solutions to service needs.
- Maintained accurate records of all service requests, including resolution times and costs incurred.
- Processed title applications for new vehicles or transfers of ownership.
- Accepted payment from customers via cash, check or credit card transactions.
- Verified accuracy of customer data entered into system, including name, address, date of birth and other information.
- Maintained accurate records of all transactions performed in the office.
- Answered incoming calls promptly and provided appropriate assistance.
- Assisted new vehicle owners to understand title transfer process and steps required of owners to finish process.
- Investigated and solved accuracy issues on titles, odometer readings and power of attorney.
- Verified customer signatures and identification documents.
- Scheduled appointments with customers in need of Notary services.
- Verified identification of signee by looking through identification documents, licenses and passports.
- Authenticated copies of original documents when necessary.
Coordinating Supervisor
BANCO DAVIVIENDA COLOMBIA
10.2009 - 01.2017
- Resolved customer inquiries quickly and efficiently while maintaining excellent service standards.
- Monitored loan portfolio performance, risk management activities, and compliance with regulatory requirements.
- Created and maintained a positive work environment within the branch.
- Conducted regular meetings with staff members to discuss progress towards goals.
- Provided first-rate customer service by identifying and addressing customer concerns and inquiries.
- Assisted customers with account openings, closings, transfers, payments.
- Reviewed customer complaints and took appropriate action as needed.
- Developed and implemented strategies to increase customer satisfaction ratings.
- Maintained strict confidentiality of customer information at all times.
- Prepared monthly reports on branch operations and submitted to corporate office.
- Provided guidance and training to team members in order to ensure proper procedures were followed consistently.
- Created sales action plans to consistently meet employee retention, profit, customer experience and lending goals.
- Conducted weekly consultative sales meetings with prospects and clients to drive deposit growth.
- Analyzed financial data to identify trends and opportunities for improvement.
- Delivered associate performance evaluations to determine merit increases and bonus amounts.
- Examined markets to inform customers on profitable purchases and financial opportunities.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Created financial management mechanisms to minimize financial risk to business.
- Developed or analyzed information to assess current or future financial status of firms.
- Analyzed actual financial results to budget, preparing variance reporting to functional groups.
Education
MBA - Diploma in Senior Management
LOS ANDES
BOGOTA COLOMBIA10-2016
MBA - Business Administration
POLITECNICO GRANCOLOMBIANO
BOGOTA COLOMBIA04-2016
Diplomat - Organizational Leaders
UNIVERSIDAD JAVERIANA
BOGOTA COLOMBIA11-2015
High School Diploma -
CONCENTRACION DE DESARROLLO RURAL PAUNA
COLOMBIA12-2008
Skills
- Meeting Facilitation
- Workload Prioritization
- Task Delegation
- Employee Motivation
- Business Analysis
- Budget Management
- Policy Administration
- Business Administration
- Customer Service
- Process Improvement
- Goal Setting
- Scheduling and Coordinating
- Interpersonal Communication
- Onboarding and Orientation
- Task Prioritization
- Business Planning
- Attention to Detail
- Work Planning and Prioritization
- Employee Coaching and Mentoring
- Self Motivation
- Teamwork and Collaboration
- Analytical Thinking
- Performance Evaluation
- Computer Skills
- Effective Communication
- Problem Resolution
- Excellent Communication
- Administration and Reporting
- Problem-Solving
- Organizational Skills
- Team Collaboration
- Strategic Planning
- Hiring and Training
- Staff Training
- Team Leadership
- Negotiation
- Time Management
- Adaptability and Flexibility
Languages
Spanish
Native/ Bilingual
Timeline
Insurance Customer Service Representative
Instainsure LLC
03.2022 - Current
Owner's Representative
Alpha Multiservice LLC
02.2021 - Current
Coordinating Supervisor
BANCO DAVIVIENDA COLOMBIA
10.2009 - 01.2017
MBA - Diploma in Senior Management
LOS ANDES
MBA - Business Administration
POLITECNICO GRANCOLOMBIANO
Diplomat - Organizational Leaders
UNIVERSIDAD JAVERIANA
High School Diploma -
CONCENTRACION DE DESARROLLO RURAL PAUNA
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