- Homelessness Outreach
- Participating in fundraising events to support local charities, schools, or community projects
- Youth mentor, providing guidance and support to empower the next generation of leaders
- Fundraising Events
- Community Cleanup
Zachary Rodgers
San Antonio
Summary
Motivated Sales and Customer Service professional with expertise in communication and negotiating. Driven to provide superior quality customer service. Innovative in leveraging extensive knowledge of products and services as well as creating solutions for customers to drive loyalty, retention and revenue. Experienced at training, managing, coaching and mentoring sales and customer service associates with talent for interacting with staff at all levels of organization and public.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Sales Professional
USAA Insurance
04.2024 - Current
- Achieved high levels of customer satisfaction by providing exceptional after-sales service, including issue resolution and future needs analysis.
- Built strong relationships with customers through personalized service, enhancing client loyalty and repeat business.
- Conferred with existing and potential customers to assess requirements and propose optimal solutions.
- Provided timely and effective resolutions to problems, securing clients and ensuring satisfaction.
Senior Claims Consultant
Superior Health Plan
04.2018 - 04.2024
- Mentored junior consultants, fostering professional development and growth within the team.
- Enhanced customer satisfaction by providing timely and accurate information regarding claims status and resolution progress.
- Conducted thorough investigations into reported incidents, gathering evidence from various sources to support accurate adjudication decisions.
- Managed a high volume of complex claims, effectively prioritizing tasks to ensure prompt resolution for clients.
Customer Connections Representative
Ameritas Life Insurance
01.2017 - 01.2018
- Provided customer service regarding dental and vision policy questions, claims, and account issues
- Collaborated with claims department by helping process insurance claims
- Accomplished multiple tasks within established timeframes.
- Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
Sales and Sales Escalation Manager
Marriott International
01.2016 - 01.2017
- Efficiently explained policy and procedures, guidelines, benefits and changes to clients plans
- Educated members and providers on accessing policy information and details
- Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
- Maximized performance by monitoring daily activities and mentoring team members.
Sales and Service Manager
Allen Refrigeration Services
2002 - 2016
- Prepared daily sales quotes and presentations to new and existing clients.
- Streamlined internal processes for increased efficiency, improving overall performance and productivity.
- Enhanced customer satisfaction by delivering exceptional service and promptly addressing concerns.
- Optimized inventory management system to reduce costs and improve product availability for our clients.
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
Client Manager
Fidelity Investments, Inc
01.1993 - 01.2002
- Established trust with clients through consistent follow-up and a commitment to understanding their unique business needs.
- Delivered exceptional customer service by proactively anticipating client needs and providing tailored solutions.
- Maintained detailed records of all client interactions, ensuring accuracy in reporting and facilitating clear communication across teams involved in each project or campaign execution.
- Collaborated with cross-functional teams to identify opportunities for growth and expansion of services offered.
- Managed a diverse portfolio of clients, ensuring optimal results by tailoring strategies to individual needs.
Education
Bachelor of Arts - Business Communication
University of North Texas
Denton, TXSkills
- Effective negotiation
- Client retention initiatives
- Strong communication skills
- Client-focused sales
- Proficient in relationship building
- Effective sales presentations
Certification
NASD Series 7 Certified Brokers License (Expired)
Interests
Timeline
Sales Professional
USAA Insurance
04.2024 - Current
Senior Claims Consultant
Superior Health Plan
04.2018 - 04.2024
Customer Connections Representative
Ameritas Life Insurance
01.2017 - 01.2018
Sales and Sales Escalation Manager
Marriott International
01.2016 - 01.2017
Client Manager
Fidelity Investments, Inc
01.1993 - 01.2002
Sales and Service Manager
Allen Refrigeration Services
2002 - 2016
Bachelor of Arts - Business Communication
University of North Texas
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