RODRIGO MONTOYA
5212 Karling Pl Palmdale ,CA
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.
Overview
1
1
Certification
Work History
Health Life Insurance Agent
American Income Life
Palmdale
12.2023 - 05.2024
- Developed and maintained relationships with clients to ensure ongoing customer satisfaction.
- Researched and analyzed customer needs to design tailored health life insurance plans.
- Provided advice on available options for health life insurance coverage.
- Educated clients on the benefits and features of health life insurance products.
- Negotiated terms and conditions of new policies with underwriters.
- Processed applications, payments, cancellations, renewals, and other policy changes accurately.
- Managed client accounts by monitoring payment schedules and updating records accordingly.
- Identified potential opportunities to expand customer base through referrals and cold calling techniques.
Education
Associate of Business Administration - Business Management
Antelope Valley College
Lancaster, CA05-2025
High School Diploma -
William J. Knight High School
Palmdale, CA05-2023
Skills
- Risk evaluation
- Financial Acumen
- Policy analysis
- Needs Assessment
- Goal-oriented mindset
- Customer Engagement
- Customer Billing
- Client Prospecting
- Customer Account Review
- Health Insurance Sales
- Reliability
- Call Center Customer Service
- Professionalism
- Client Relations
- Teamwork and Collaboration
- Self Motivation
- Interpersonal Communication
- Team building
Certification
- Life/Health Insurance License
- Personal Lines License/ In Progress
Languages
Spanish
Full Professional
English
Full Professional
Timeline
Health Life Insurance Agent
American Income Life
12.2023 - 05.2024
Associate of Business Administration - Business Management
Antelope Valley College
High School Diploma -
William J. Knight High School
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