Rick Rodriguez
San Antonio,Texas
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth 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. Committed job seeker with a history of meeting company needs with consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
30
30
years of professional experience
1
1
Certification
Work History
Insurance Sales Agent
State Farm
San Antonio, TX
01.2023 - Current
- Upsold products to policyholders and potential new clients.
- Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
- Exceeded assigned sales and retention targets each quarter by upselling insurance products.
- Explained coverage options to potential policyholders, answering questions or concerns.
- Developed appropriate quotes based on risk information.
- Calculated premiums and established payment methods, receiving customer payments and issuing receipts.
- Sought out new clients and developed clientele by networking to find new customers.
Customer Service Representative Agent
ALL STATE INSURANCE
San Antonio, TX
02.2022 - 08.2023
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Answered inbound calls, chats and emails to facilitate customer service.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Answered incoming calls and emails, providing frontline customer support or assistance with product and service transactions.
- Developed strong customer relationships to encourage repeat business.
- Provided outstanding service to new and long-standing customers by attending closely to concerns and developing solutions.
- Asked probing questions to determine service needs and accurately input information into electronic systems.
- Demonstrated excellent communication skills in resolving product and consumer complaints.
- Escalated customer concerns, issues and requirements to supervisors for immediate rectification.
- Consulted with customers to resolve service and billing issues.
- Informed customers about billing procedures, processed payments and provided payment option setup assistance.
- Assisted customers with making payments or establishing payment plans to bring accounts current.
Manager
Costco
San Antonio, TX
10.2017 - 11.2021
- Monitored staff performance and addressed issues.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Trained employees on additional job positions to maintain coverage of roles.
- Exercised good judgment and decision-making in escalating concerns and resolving issues.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Recruited and hired qualified candidates to fill open positions.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
- Conducted quality, timely performance feedback and performance appraisals.
- Communicated company directives and programs to associates and ensured all follow-up items were completed accurately and timely.
- Maintained adequate staffing to meet objectives within budget.
- Accomplished financial objectives by forecasting requirements, scheduling expenditures and preparing annual budgets.
Manager of Operations
Discount Tire
San Antonio, TX
03.1993 - 11.2016
- Hired and onboarded team members to meet immediate and expected demand.
- Evaluated and enhanced workflow to implement best practices, reduce costs and increase staff motivation and satisfaction.
- Organized and facilitated budgets, product estimates, sales forecasts and product allocations to maximize resource utilization and customer sales opportunities.
- Integrated technology to increase efficiency and real-time accountability of operational tasks.
- Managed scheduling, training and inventory control.
- Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.
- Recruited, hired and trained crew members on application of projects, customer relations and customer service.
- Addressed customer concerns with suitable solutions.
- Guided employees on understanding and meeting changing customer needs and expectations.
- Analyzed and controlled materials, supplies and equipment operational expenses.
- Tracked and replenished inventory to maintain par levels.
- Built strong operational teams to meet process and production demands.
- Motivated and evaluated personnel for performance improvement and goal achievement.
- Connected with clients and developed strategies to achieve sales and customer service goals.
- Delivered positive customer experiences by implementing effective quality assurance practices.
- Identified areas of deficiency and performed root-cause analysis to solve problems.
- Collected customer fees, managed refunds and provided complete sales documentation.
- Enforced federal, state, local and company rules for safety and operations.
- Collaborated with team leaders on quality audits.
- Improved morale and management communication by creating employee recognition and rewards practices.
- Responded to information requests from superiors, providing specific documentation.
- Supported accident investigations and prepared related paperwork.
Education
GED -
BANDERA HIGH SCHOOL
Bandera, TXSkills
- Asset Protection Expertise
- Product Knowledge
- Policy Adjustment Knowledge
- Customer Service
- Team Training and Development
- Insurance Sales Strategy
- Policy Management Expertise
- Sales Quota Achievement
- Customer Needs Assessment
- Customer Retention
- Commercial lines
- Property insurance
- Health insurance
- Life insurance
- Auto insurance
Languages
English
Professional
Spanish
Professional
Certification
- Licensed PROPERTY AND CASUALTY - 2022
- Licensed LIFE AND HEALTH - 2022
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Many of life's failures are people who did not realize how close they were to success when they gave up.
Thomas Edison
Timeline
Insurance Sales Agent
State Farm
01.2023 - Current
Customer Service Representative Agent
ALL STATE INSURANCE
02.2022 - 08.2023
Manager
Costco
10.2017 - 11.2021
Manager of Operations
Discount Tire
03.1993 - 11.2016
GED -
BANDERA HIGH SCHOOL