Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Sara Rodriguez

San Antonio

Summary

Dynamic Insurance Producer at Farmers Insurance with a proven track record in financial planning and relationship building. Expert in policy analysis and underwriting principles, I successfully enhanced clientele through strategic networking. Committed to delivering tailored solutions, I excel in data analysis and sales expertise, ensuring client satisfaction and retention.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Insurance Producer

Farmers Insurance
San Antonio
03.2021 - 03.2023
  • Explained insurance policy provisions comprehensively to clients
  • Wrote policies, finalized documents, and filed paperwork
  • Developed appropriate quotes based on risk information
  • Processed payments from customers according to established procedures
  • Enhanced clientele by leveraging network connections to acquire new customers

Caregiver

Golden Age Homecare
Okc
01.2020 - 11.2021
  • Managed clients' oral medication schedules to ensure proper dosage
  • Supported clients during transitions in and out of beds and wheelchairs
  • Offered companionship through meaningful interaction
  • Ensured positive living conditions by collaborating effectively with family and staff on challenges
  • Provided emotional support to clients during difficult times
  • Contributed to hazard-free setting by preventing falls through removal of obstacles
  • Assisted with meal planning to meet nutritional plans
  • Assisted clients with daily living activities such as bathing, dressing, and grooming
  • Maintained clean and well-organized environment for client happiness and safety

School Van Driver

Choctaw Schools
Choctaw
01.2019 - 01.2021
  • Performed pre-trip inspection of vehicle before each trip
  • Maintained order among passengers and explained safety rules and hazards
  • Read maps and followed written or verbal driving directions
  • Provided assistance to disabled passengers when necessary

Daycare Assistant

Little Ones Daycare
Medford
01.2018 - 03.2019
  • Supported children's emotional and social development, encouraging understanding of others and positive self-concepts
  • Enforced rules to teach good manners and maintain safe environment
  • Supported teachers in planning lessons that were developmentally appropriate for each age group

Daycare Teacher

Sonshine Childcare
Central point
01.2018 - 01.2019
  • Adapted teaching methods to suit different learning abilities and styles within the classroom
  • Conducted observations and assessments of children's progress and reported findings to parents and guardians
  • Adapted teaching methods based on individual student needs
  • Demonstrated excellent organizational skills while managing multiple tasks simultaneously

Teacher's Assistant

Mae Richardson Elementary
Medford
01.2014 - 01.2018
  • Worked one-on-one with special needs students to help navigate through school challenges
  • Participated in professional development workshops and training sessions
  • Provided individualized assistance to students with special needs in the classroom
  • Helped students master assignments and reinforced learning concepts presented by teachers
  • Established positive relationships with students, parents, fellow teachers and school administrators
  • Performed other duties as assigned by management
  • Maintained clean and orderly checkout areas by sanitizing register belts, emptying trash cans and organizing candy racks
  • Processed credit card, cash, and check payments, ensuring all transactions were accurate

Education

Associate of Applied Science - Business

Alamo College
San Antonio
05.2025

Community College -

Portland Community College
Portland, OR
01.2004

High School Diploma -

LaSalle High School
Milwaukee, Oregon
01.2001

Some College (No Degree) -

Redlands Community College
El Reno, OK

Skills

  • Financial planning
  • Relationship building
  • Policy analysis
  • Balance sheets
  • Licensed in Texas
  • Underwriting principles
  • Sales expertise
  • Data analysis

Certification

Business management and operations entrepreneurship

Accomplishments

Phi Theta Kapa Honors society

Timeline

Insurance Producer

Farmers Insurance
03.2021 - 03.2023

Caregiver

Golden Age Homecare
01.2020 - 11.2021

School Van Driver

Choctaw Schools
01.2019 - 01.2021

Daycare Assistant

Little Ones Daycare
01.2018 - 03.2019

Daycare Teacher

Sonshine Childcare
01.2018 - 01.2019

Teacher's Assistant

Mae Richardson Elementary
01.2014 - 01.2018

Associate of Applied Science - Business

Alamo College

Community College -

Portland Community College

High School Diploma -

LaSalle High School

Some College (No Degree) -

Redlands Community College

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