Naomi Rodriguez
San Antonio,TX
Summary
Proven expertise in insurance products, service and customer needs. Familiar with analyzing documentation, liaising between parties and handling both routine and complex issues each day. Identifies and resolves concerns while promoting new products and meeting sales objectives.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Insurance Agent
USAA
San Antonio, TX
08.2008 - 03.2019
- Developed and implemented comprehensive insurance plans for clients according to their individual needs.
- Assessed customer risk levels and recommended appropriate coverage options.
- Provided customers with information regarding plan features, pricing, and availability.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
Customer Service Representative
The Hartford
San Antonio, TX
06.2006 - 08.2008
- Answered customer inquiries and provided accurate information regarding products and services for business insurance needs.
- Resolved complex problems by working with other departments to provide solutions that meet customer needs.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
Client Relations Supervisor
Citi
San Antonio, TX
04.2000 - 06.2006
- Provided guidance on how to resolve customer issues, complaints, or disputes.
- Facilitated dispute resolution between clients and internal teams as needed.
- Provided training sessions for staff members on proper handling of client requests and escalations.
- Trained and mentored new team members to promote productivity, accuracy and friendly customer service.
Education
High School Diploma -
St. Philip's College
San Antonio, TX06-1997
Skills
- Client Retention
- New Client Acquisition
- Policy writing
- Upselling
- Policy Knowledge
- Regulatory Compliance
Certification
- Property and Casualty License - TX Department of Insurance.
Timeline
Insurance Agent
USAA
08.2008 - 03.2019
Customer Service Representative
The Hartford
06.2006 - 08.2008
Client Relations Supervisor
Citi
04.2000 - 06.2006
High School Diploma -
St. Philip's College
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