Mariana Rodriguez
Naples,FL
Summary
Focused and dedicated Licensed Insurance Professional motivated to provide superior Customer Service with exceptional organization, time management and multi-tasking abilities.
Overview
22
22
years of professional experience
1
1
Certification
Work History
Personal Lines Account Manager
Hub International
04.2022 - 07.2024
- Managed Personal lines book of business including: processing endorsements, taking payments, reinstating policies, reviewed renewals, retained business with Agency by providing excellent Customer Service Skills and knowledge.
- Finalized and maintained all types of personal lines insurance policies within agency.
- Presented and clearly explained insurance policy options to clients based on their needs and goals.
- Entered detail data for clients in agency management system and document system.
- Pursue continuing education and training programs to continue professional development.
Account Manager
Galt Insurance
12.2020 - 04.2022
- Assist with managing customers' accounts - Order Loss Runs & Issued certificates.
- Quoted new policies and renewals and sent to the Sales Agent.
- Processed applications, endorsements, audits and cancellations.
- Invoiced agency billed transactions.
- Pursue continuing education and training programs to continue professional development.
Administrative Office Assistant
AGM General Contractors
03.2019 - 10.2020
- Ensured consistent delivery of quality customer service by providing friendly support via phone calls or email communications when required.
- Assisted Clients in showroom with Selection of Countertops, cabinets, flooring.
- Processed County Permits.
- Processed Banking Transactions.
- Increased customer satisfaction by promptly addressing inquiries and resolving issues through effective problem-solving skills.
- Boosted employee productivity by developing and implementing effective training programs for new hires.
- Coordinated the onboarding process for new employees, facilitating seamless integration into the company culture.
- Contributed to a professional atmosphere by maintaining a clean, organized workspace and managing office supplies inventory.
Insurance Agent /Bilingual Customer Service Representative
Ackerman Insurance
05.2017 - 03.2019
- Assisted with managing customers' accounts - issued certificates, entered notice of intent cancel, second requests (loss runs, additional client information needed), direct bills, etc.
- Set up new client folders and applications.
- Handled all the Customer Service for Insureds.
- Assisted Sales Agents with policy check-ins and non-premium endorsements.
Insurance Agent/Bilingual Customer Service Representative
Greg Thomas Insurance Agency
06.2011 - 06.2016
- Assist with managing customers' accounts.
- Took all info from prospective clients to work on quotes.
- Provided quotes and wrote new policies.
- Prepared necessary paperwork to process insurance sales and renewals.
- Create Drilling Reports, renewal spreadsheets, summaries of insurance.
- Process applications, payments, corrections, endorsements and cancellations.
- Compile coverage and rating information in an accessible format.
- Invoicing policies, endorsements and filing Surplus Lines Taxes.
- Pursue continuing education and training programs to continue professional development.
Sales Agent/Bilingual Customer Service Representative
Direct General Insurance
11.2010 - 06.2011
- Answered Phones, Took payments, gathered all personal info and provided Auto quotes to clients.
- Wrote new Auto policies.
- Process applications, payments, corrections, endorsements and cancellations.
- Compile coverage and rating information in an accessible format.
- Pursue continuing education and training programs to continue professional development.
Bank Teller
Chase Bank
02.2009 - 02.2010
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Managed high-volume transactions during peak hours while maintaining attention to detail, ensuring seamless customer experience.
- Processed customer transactions promptly, minimizing wait times.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
Bank Teller
Bank of America
06.2007 - 02.2009
- Balanced cash drawers accurately at the end of each shift, minimizing discrepancies in financial records.
- Processed customer transactions promptly, minimizing wait times.
- Identified fraudulent activities by diligently monitoring transactions and reporting suspicious activity to management.
- Provided exceptional customer service, resulting in increased client retention and loyalty.
- Educated customers on banking products, enabling them to make informed decisions about their finances.
- Provided customer records, account statements and copies of checks.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Turned in excess cash to maintain drawer security.
- Reconciled cash drawer and resolved discrepancies.
- Sold and cross-sold bank products to new and existing customers.
Mortgage Loan Processor Assistant
Home Star Mortgage
03.2005 - 06.2007
- Attained higher approval rates through diligent follow-up with clients on outstanding items needed for loan completion.
- Contributed to team success by proactively identifying areas of improvement within the mortgage processing workflow.
- Improved turnaround times by promptly requesting necessary documents from clients and keeping them informed of progress throughout the process.
- Assisted in the closing process by verifying final loan documents, ensuring smooth transactions for all parties involved.
Cashier
Publix
03.2002 - 03.2005
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Helped customers complete purchases, locate items, and join reward programs.
Education
High School Diploma -
2001 Saint George School
Skills
- Active Property and Casualty Insurance License with the Florida Department of Insurance
- Knowledge of EPIC,TAM, APPLIED, Quote Rush, EZLynx, Agency Management Systems
- DMS (Document Management Systems), ImageRight
- Microsoft Word, Excel, PowerPoint, Outlook
- Personal Insurance
- Bilingual
- Excellent communication skills
- Self motivated
Certification
- 2044-Personal Lines Agent
- 0440 Customer Service Representative 01/10/2011
Languages
English
Full Professional
Spanish
Full Professional
Timeline
Personal Lines Account Manager
Hub International
04.2022 - 07.2024
Account Manager
Galt Insurance
12.2020 - 04.2022
Administrative Office Assistant
AGM General Contractors
03.2019 - 10.2020
Insurance Agent /Bilingual Customer Service Representative
Ackerman Insurance
05.2017 - 03.2019
Insurance Agent/Bilingual Customer Service Representative
Greg Thomas Insurance Agency
06.2011 - 06.2016
Sales Agent/Bilingual Customer Service Representative
Direct General Insurance
11.2010 - 06.2011
Bank Teller
Chase Bank
02.2009 - 02.2010
Bank Teller
Bank of America
06.2007 - 02.2009
Mortgage Loan Processor Assistant
Home Star Mortgage
03.2005 - 06.2007
Cashier
Publix
03.2002 - 03.2005
High School Diploma -
2001 Saint George School