Sharik L Rodriguez
Orlando,FL
Summary
Dedicated Administrative Assistant with successful experience in fast-paced office settings. Hardworking team-player with pre-license insurance expertise completing . Responsible, smart and productive professional offering keen attention to details and strong decision. Seeking securing a position as a team member in oriented organization where can maximize my knowledge, and management experience to achieve company goals in a challenging environment. Self-motivated work ethic to perform effectively.
Overview
15
15
years of professional experience
Work History
Insurance Administrative Assistant
World Insurance Associates
Pompton Plains NJ
01.2023 - 07.2024
- Issuance ALL of insurance certificates for clients.
- First line of contact Insurance Transportation Office to receive and distribute a high volume of calls.
- Create and refine new clients and prospects in EPIC.
- In charge of distributing new endorsements in trucking package, cargo, PD, trailer interchange policies.
- MVRs evaluation reports.
- Formatting all renewals and new polices.
- Boosted sales performance by implementing effective sales strategies and coaching team members.
- Developed strong client relationships for repeat business and increased referrals.
- Achieved sales targets consistently by driving daily sales activities and managing the sales pipeline effectively.
- First contact of client for quoting process.
- Account managers back-up.
- All ADM duties for Unit Co‑Leader/ Client Advisor
Adm /Assistant Sales Manager
RS Insurances Services
Clifton
11.2021 - 01.2023
- Received/Tracking and fill out applications for quotes -policies. Prepare BOR Letters, COIs, Loss run, Accord Apps (125-130-140-84-80).
- Strong management EZ-LINX SYSTEM.
- Collaborated with sales and marketing department to create appealing promotions, resulting in higher customer engagement rates.
- Create potential clients proposals quotes, estimates and invoices through carriers portals (Hiscox, Liberty Mutual,Allstate,Travelers, Harleysville National General, Nationwide, Artisan Tokio, Mercury Progressive, etc).
- Create/ Prepare supplemental applications for Workers Compensation and Bussines Owners Policies.
- Sales process, contact underwriters, run Clue / Loss reports for each prospects, audits, claims insvestigations.
- Scan and upload correspondence to specified client and Tasks Administrative, calls, customer services attencions.
Administrative Assistant
JetAir Hvac Company, Whole Company
11.2020 - 11.2021
- Receive and direct calls respond to queries, via telephone or email.
- Schedule client appointments.
- Calls all clients scheduled and Confirm all calendar appointments.
- Received all work orders for PSEG and Comfort Partners NJ.
- Tracking and filing all work orders in systems.
- Transcribe all paperwork’s of each technician with images of the work and test of the equipment.
- Create proposals, estimates and invoices.
- Report each township corresponding to the client for each installation and present application permits and send payments to city hall.
- Receive Payments from the contractors.
- Scan and upload correspondence to specified client and Tasks Administrative, including filing and photocopying.
- Scheduled office meetings and client appointments for staff teams.
- Edited subcontractor proposals, project punch lists, transmittals and memorandums for organizational support.
- Coached new employees on administrative procedures, company policies and performance standards.
- Coordinated bookkeeping activities in QuickBooks.
Administrative Assistant
Immigration Firm The Yerman Group
01.2020 - 11.2020
- Receive calls respond to queries in person, via telephone or email.
- Schedule potential client appointments.
- Place the client’s file in the attorney’s office for scheduled client appointments.
- Provide administrative support to attorneys, including scheduling appointments and maintaining google calendars. Schedule prep appointments for court and interviews with USCIS (N400, I485, I130, I751,Asylums, AOS) Complete Intake forms and payments.
- Scan and upload correspondence to specified client Cerenede files.
- Confirm client’s receipt of ASC Notice/ Biometric Notices.
- Provide administrative support to attorneys, including scheduling appointments and maintaining goggle calendars.
- Complete Intake forms and payments.
- Back-up for Billing.
- Translations (Spanish to English).
- Scheduled office meetings and client appointments for staff teams.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Generated reports and typed letters in Word and prepared PowerPoint, excels presentations.
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel.
Representative Service Officers / Loan Officer
Banco Popular Dominicano
01.2010 - 09.2014
- Meet with loan applicants to gather personal information and answer questions.
- Explain different types of loans and the terms of each one to applicants.
- Obtain and verify financial information, such as the applicant’s credit rating and income level.
- Analyze and evaluate the applicant’s finances to decide if the applicant should get the loan.
- Approve loan applications or refer them to management for a decision.
- Sales activities, sales objectives. Goals assigned for business results.
- Working under pressure and update all the information instantly on your system, while continuing the conversation with your customer. At the same time in offices, both the manager and customer service already have all the data to manage.
- Services Sales (Personal loans, Car Loans, Home Loans, Credit cards).
Education
• Economy’s Science (UASD University DR
Dominican Republic• English Second Language (ESL) - HCC
New JerseySkills
- Report Preparation and Knowledge of basic economy, marketing and sales principles and ability to interact with clients effectively and maintain good human relationships
- Professional and Excellent Customer Service skills
- Property & Casualty Pre-License
- Ease with Computers and Technology Managed programs (Microsoft Office, Adobe, Outlook, Word, Excel, QuickBooks, Square, Ez-lynx, Epic, CSR24)
- Professional Verbal/Written Communication in Spanish and English (Billingual)
- Sales expertise Ability to work under pressure
- Strategic planning and excellent skill with and product promotions
References
Subject to request.
Timeline
Insurance Administrative Assistant
World Insurance Associates
01.2023 - 07.2024
Adm /Assistant Sales Manager
RS Insurances Services
11.2021 - 01.2023
Administrative Assistant
JetAir Hvac Company, Whole Company
11.2020 - 11.2021
Administrative Assistant
Immigration Firm The Yerman Group
01.2020 - 11.2020
Representative Service Officers / Loan Officer
Banco Popular Dominicano
01.2010 - 09.2014
• Economy’s Science (UASD University DR
• English Second Language (ESL) - HCC