Rodrigo Parra

• Managed scheduling and calendar coordination for senior financial advisors.
• Processed client documents and maintained organized filing systems.
• Communicated with clients to address inquiries and provide information efficiently.
• Supported team projects by organizing meetings and taking detailed notes.
• Utilized CRM software to track client interactions and maintain records.
• Answered phone calls and emails to provide information, resulting in effective business correspondence.
• Entered data into spreadsheets using Microsoft Excel or other similar programs.
• Handled confidential documents in an organized fashion according to established protocol.
• Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
• Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.

• Resolved customer complaints and adjusted policies to meet changing needs.
• Established and enforced clear goals to keep employees working collaboratively.
• Provided ongoing training to address staff needs.
• Identified and corrected performance and personnel issues to reduce impact to business operations.
• Coached and mentored 20-30 staff members through constructive feedback to develop long-term career goals.
• Interviewed applicants, recommended individuals for hiring and evaluated staff performance.
• Treated associates with fairness and respect, providing recognition of accomplishments.
• Demonstrated excellent communication skills in resolving product and consumer complaints.
• Assist customers with their Supplement Benefits of Medicare.
• Managed customer concerns with calm demeanor and knowledgeable service.
• Encouraged team members to improve productivity and service levels by modeling correct behaviors and coaching employees.
• Engaged in conversation with customers to understand needs, resolve issues and answer product questions.
• Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.

Transferred windows from the oven to carts to be processed for inspections.

Made sure that windows were prepared and in good condition before transferring to next department.