Milly Rodriguez
Pembroke Pines,FL
Summary
Results-driven professional with over 10 years of experience in account management, client success, and business operations across multiple industries. Known for being the go-to person — the one clients rely on, teams look to for direction, and leadership trusts to get things done. I've managed large account portfolios, led on-site training and onboarding for both staff and clients, coordinated across teams, and kept daily operations running smoothly in fast-paced environments. I bring strong communication skills, a natural ability to build lasting relationships, and a genuine passion for showing up for the people who count on me. I thrive in roles where I can lead, take ownership, and make a real impact.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Self-Employed
Independent Licensed Health/Life Insurance Broker
08.2025 - Current
- Built a client pipeline through referral networks, lead investment, and community outreach from the ground up.
- Served as the sole point of contact for all client needs, providing guidance and resolving concerns to maintain trust and long-term satisfaction.
- Educated clients on health insurance options, helping them choose the right coverage based on their needs and budget.
- Consistently met and exceeded monthly sales targets for health insurance plans.
Client Success Coordinator
TrustWorks Law
01.2024 - 09.2025
- Primary point of contact for all prospective and existing clients, managing the full onboarding journey from initial screening through ongoing support.
- Lead multi-location operations, overseeing a remote team in Georgia while managing daily workflows, scheduling, compliance, and vendor coordination from South Florida.
- Develop and enforce office policies and process improvements that increase efficiency and maintain high standards of client documentation.
- Organize client seminars, networking events, and community outreach — handling logistics, vendor negotiations, and on-site coordination.
National Account Executive
Fetch Package
06.2020 - 01.2024
- Owned a national portfolio of 120+ client accounts, serving as the primary relationship manager and strategic partner for each account.
- Traveled to properties nationwide to conduct on-site product training with leasing teams, ensuring staff were fully equipped to present, explain, and sell the product to prospective residents.
- Led end-to-end onboarding for both leasing staff and residents, creating a seamless experience from contract execution through active use — driving adoption and reducing early-stage churn.
- Designed and implemented client success strategies that significantly reduced churn and improved long-term retention metrics.
Account Manager
Tambourine
01.2017 - 05.2020
- Main point of contact for 100+ hotel and hospitality clients, managing relationships from signed contract through final delivery.
- Ran intake calls to gather brand assets, content, and creative direction, then handed off detailed briefs to internal design and development teams to kick off production.
- Coordinated across web, copy, and design teams to delegate tasks, track timelines, and keep projects on schedule.
- Stepped in on escalations and tight deadlines to get projects back on track, keeping clients confident while resolving issues behind the scenes.
Education
B.S. - Business Administration & Management
Florida International University
Miami, FL01-2020
Skills
- Account & Client Management
- Customer Success & Retention
- Client Onboarding & Training
- Pipeline Development & Business Development
Certification
Florida 2-15 Health & Life Insurance License — Licensed in 35 States Nationwide
Timeline
Self-Employed
Independent Licensed Health/Life Insurance Broker
08.2025 - Current
Client Success Coordinator
TrustWorks Law
01.2024 - 09.2025
National Account Executive
Fetch Package
06.2020 - 01.2024
Account Manager
Tambourine
01.2017 - 05.2020
B.S. - Business Administration & Management
Florida International University