LEANA I RODRIGUEZ
Idaho Falls
Summary
Customer Service Representative with over 10 years of experience in telephone customer service, including sales and customer care. Familiar with major customer service software and conflict resolution, and possess a positive attitude. Aiming to use my proven skills to effectively fill the managerial role in your company.
Overview
11
11
years of professional experience
Work History
Licensed Insurance Sales Representative
Confianza Insurance
10.2023 - Current
- Selling auto insurance policies to individuals and businesses.
- Develop and maintain relationships with potential and existing customers.
- Meet and exceed sales goals, Demonstrating my ability to achieve and surpass sales targets.
- Analyze client needs and recommend appropriate insurance solutions, ability to understand customer requirements and provide advise.
- Ensuring smooth policy renewals and continued client satisfaction.
- Stay up-to-date with industry trends, products and regulations.
- Knowledge of specific insurance types.
Customer Service Representative
One Source Claims Management Solutions LLC
01.2019 - 10.2023
- Answered constant flow of customer calls with minimal wait times and to avoid on-hold wait times.
- Making outbound calls to clients, insurance companies & attorney’s
- Establish new claims with multiple clients.
- The Handling of Medical bills, and Attorney letters, Legal Documents, Set up vehicle inspections, Order police reports, & requesting checks.
- Maintained customer satisfaction with forward thinking strategies focused on addressing customer needs and resolving concerns.
- Maintain accurate and up-to-date records of claim information for future reference.
- Researched and analyzed complex claims to determine next steps and possible outcome.
Customer Service
Walmart
02.2015 - 01.2019
- Handle all customer complaints or concerns and professionally to maintain good customer relationships and ensure repeat customers.
- Processing returns & exchanges in a timely manner to avoid long lines.
- Cashing checks, & sending money for customers in money center.
- Providing great customer service to customers.
Education
Medical Assistant
ICDC College
Huntington Park, CA05-2010
High School Diploma -
Birmingham High School
Van Nuys, CA06-2008
Skills
- Data Entry
- Customer Service
- Policy Knowledge
- Microsoft Office
- PowerPoint
- Excel
- Outlook
- Excellent Administrative Abilities
- Invoice Processing
- Safety Regulations
- Records Keeping
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Licensed Insurance Sales Representative
Confianza Insurance
10.2023 - Current
Customer Service Representative
One Source Claims Management Solutions LLC
01.2019 - 10.2023
Customer Service
Walmart
02.2015 - 01.2019
Medical Assistant
ICDC College
High School Diploma -
Birmingham High School
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