VICKI RODRIGUEZ AMAYA
Houston
Summary
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
7
7
years of professional experience
2016
2016
years of post-secondary education
1
1
Certification
Work History
Licensed Insurance Agent
Amtex Insurance
Houston
08.2025 - 03.2026
- Developed customized insurance plans tailored to client needs and preferences.
- Conducted thorough risk assessments to identify coverage gaps and recommend solutions.
- Provided ongoing education about policy changes and benefits to clients.
- Collaborated with underwriting team to ensure accurate policy issuance and compliance.
- Analyzed market trends to adjust product offerings and improve client satisfaction.
- Implemented streamlined processes for claims processing, enhancing operational efficiency.
- Calculated quotes and educated potential clients on insurance options.
- Recommended type and amount of coverage based on analysis of customers' circumstances using persuasive sales techniques.
- Improved client satisfaction by providing tailored insurance solutions and exceptional customer service.
- Established trust with clients through transparent communication regarding policy costs, coverages, exclusions, limitations, endorsements or riders available upon request.
- Delivered outstanding first-contact resolution rates when assisting clients with inquiries about premiums or billing issues.
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Increased policy sales by conducting thorough needs assessments and presenting suitable coverage options.
- Generated new business opportunities via targeted marketing campaigns, resulting in increased lead generation and conversion rates.
- Promoted products and services using upselling and other sales strategies.
- Achieved high client retention rates by consistently delivering exceptional service and support throughout the policy lifecycle.
- Collaborated with underwriters to obtain favorable policy terms for clients while mitigating risk exposure for the company.
- Maintained high standards of customer service by building relationships with clients.
- Responded to customer calls swiftly to resolve issues and answer questions.
- Determined client needs and financial situations by listening and scheduling fact-finding appointments.
- Educated clients on insurance policies and procedures.
- Met with customers to provide information about available policies.
- Collected premiums on or before effective date of coverage.
- Calculated premiums and established payment methods for sales.
- Provided assistance with billing inquiries, payment processing, and customer service issues.
- Responded promptly to customer inquiries via phone calls or emails in a professional manner.
Shift Supervisor
Pls Financial Services
12.2018 - 05.2025
- Supervised daily operations to ensure smooth workflow and service efficiency.
- Trained team members on customer service protocols and operational procedures.
- Monitored cash handling and transaction accuracy during shifts.
- Assisted in resolving customer inquiries and complaints promptly and professionally.
- Conducted regular inventory checks to maintain stock levels and availability.
- Coordinated team meetings to discuss performance, goals, and updates.
- Enforced compliance with company policies and safety regulations consistently.
- Provided on-the-job training to new staff members.
- Performed cash handling duties such as counting money, balancing registers, and preparing bank deposits.
- Resolved customer complaints and reported issues to senior management.
- Monitored staff performance to ensure quality standards were met.
- Assisted upper management with daily operations to meet standards of service and quality.
- Served as a role model for other employees by demonstrating professional behavior at all times.
- Maintained accurate records of daily transactions and deposits.
- Provided feedback to employees regarding their performance in order to improve productivity.
- Trained new employees on company policies and procedures.
- Resolved conflicts between staff members in a timely manner.
- Counted cash on hand at shift change and closing to determine shortages or overages and prepare bank deposit statements.
Education
Phlebotomy Certificate -
Phlebotomy
10.2020 - 03.2021
High school diploma or GED -
Heritage Community College
Skills
- Communication skills
- Bilingual
- Problem-solving and initiative skill
- Attention to detail
- Policy compliance
- Market analysis
- Insurance education
- Customer relationship management
- Team supervision
- Employee training
- Underwriting principles
- Marketing techniques
- Client account management
- Marketing initiatives
- Client service
- Marketing strategies
Certification
Limited lines agent, 10/01/25
Public Notary 3/19/2026
Timeline
Licensed Insurance Agent
Amtex Insurance
08.2025 - 03.2026
Phlebotomy Certificate -
Phlebotomy
10.2020 - 03.2021
Shift Supervisor
Pls Financial Services
12.2018 - 05.2025
High school diploma or GED -
Heritage Community College