Misty Rodriguez
Northwood,OH
Summary
Results-driven Insurance Agent specializing in client needs assessment and claims processing. Demonstrated success in enhancing CRM systems to improve client satisfaction. Proven track record of strengthening client relationships through efficient service delivery.
Overview
31
31
years of professional experience
Work History
Insurance Agent
Oregon Insurance and Financial Services
Oregon, Ohio
02.2013 - Current
- Conducted assessments of client needs to recommend optimal coverage options.
- Conducted risk evaluations to determine optimal policy pricing.
- Strengthened client connections to improve satisfaction and retention.
- Facilitated efficient claims processing to enhance client experience.
- Directed clients through policy sales and renewal processes.
- Maximized CRM software for tracking client interactions and optimizing service delivery
- Amended policy documents and validated correctness in client communications.
- Assembled necessary paperwork including applications, endorsements, renewals, cancellations, or other forms stipulated by law or company protocols.
Teller Manager
Citizens Bank
Oregon, Ohio
04.2003 - 02.2013
- Executed process optimizations that refined cash handling procedures, boosting efficiency.
- Performed regular performance evaluations for team members to pinpoint developmental opportunities.
- Managed schedules to guarantee optimal teller coverage during peak business hours.
- Tackled intricate customer problems by engaging with multiple departments to achieve optimal solutions.
- Ensured compliance with banking regulations through systematic audits and comprehensive staff training.
- Assessed transaction data for trend identification and sales performance optimization.
Restaurant Waiter
Cousino's Steakhouse
Oregon, Ohio
09.2000 - 04.2003
- Delivered exceptional customer service through proactive anticipation of guest needs, prompt responses, and acknowledgment of all guests regardless of time or busyness
- Executed opening and closing duties, including preparation of dining area, replenishment of supplies, and verification of equipment functionality at shift start.
- Addressed customer complaints respectfully while adhering to company policy.
- Monitored guests during meals to confirm satisfaction with each course.
- Supported team members during busy periods to maintain high service standards.
Collaborated with staff to manage orders from large parties effectively.
Wait Staff Member
Ponderosa Steakhouse
Oregon, Ohio
05.1995 - 06.2000
- Collaborated effectively with kitchen staff to guarantee timely food delivery.
- Executed customer payment processing with precision and efficiency utilizing point-of-sale systems.
- Navigated high-pressure environments while managing several tables simultaneously.
- Coached new staff on service protocols and menu expertise to guarantee consistency.
- Verified compliance with health and safety standards to preserve safe workspace.
Education
High School Diploma -
Northwood Local Schools
Northwood, OH06-1997
Skills
- Client needs assessment
- Policy analysis
- Risk evaluation
- Claims processing
- CRM enhancement
- Customer service
References
References available upon request.
School Board Member
- Northwood Local Schools board member 2016-Current.
- Assisted in levy campaigning.
- Helped other members with onboarding.
- Assisted Superintendent and Treasurer with contracts.
Timeline
Insurance Agent
Oregon Insurance and Financial Services
02.2013 - Current
Teller Manager
Citizens Bank
04.2003 - 02.2013
Restaurant Waiter
Cousino's Steakhouse
09.2000 - 04.2003
Wait Staff Member
Ponderosa Steakhouse
05.1995 - 06.2000
High School Diploma -
Northwood Local Schools