Customer Service Insurance Sales

YAMARIS RODRIGUEZ

(T) 786-***-**** – (E) ***********@*****.***

High performing, strategic-thinking professional with solid experience within the International Private Medical Insurance Sales industry. Extensive experience in negotiation and quoting new business for large corporations in the Latin American and the Caribbean markets. Strong record of achievement in sales, new business and renewal collections in the IPMI industry ensuring the AOP is met or exceeded. Remarkable sense of urgency to support Agents and Brokers effectively, while providing exceptional customer service as to ensure a high retention rate. Demonstrated skills to lead and successfully collaborate with other departments as to achieve company’s objectives and goals.

Areas of Expertise

• International & Private Medical Insurance (IPMI) • Support Sales Team to achieve AOP of $18M in new business

• Management of $15M portfolio of Corporate

Renewals

• Premium Collection, Sales, New Business and

Renewals

• Expedite quoting of large corporations in the

Latin American Market

• Secure long term relationships with agents

and policyholders to ensure loyalty

Professional Experience

BUPA – BGLA

Sales Strategic Account Administrator 2008-2023

• Establish and maintain effective relationships with top agents and policyholders

• Obtain renewal premiums for assigned portfolios of clients and ensure that the organization sales and retention ratio is maintain or exceeded.

• Handle calls/emails from Business Partners, Agents and Policyholders to safeguard company’s high Standards

• Provide producers and policyholders with up to date information on new products, policy premiums, benefits, and payment alternatives.

• Run daily/weekly reports to identify unresolved matters, monitor follow up needs and flag accounts with outstanding balances.

• Team up and keep open communication with colleagues to work together in meeting company’s goals, ensure accuracy in quoting new businesses and product implementation

• Obtain and process premium payments via credit card, ACH, etc., according to respective country’s banking guidelines.

• Document the company’s system with all account activities as to include conversations, potential outcomes, and customer satisfaction.

• Periodic maintenance of contact and demographic information of agents and policy holders. PRIMERICA INSURANCE COMPANY

Insurance Agent 2023-2024

• Top performer with many awards and recognition. This was accomplished through strong customer service and sales skills.

Yamaris Rodriguez –Resume

Page 2

EDUCATIONAL EXPERIENCE

Miami Dade College 2014-2018

High School Diploma –Miami Coral Park Senior High 2002 SKILLS & QUALIFICATIONS

LOMA Certification, Toastmasters Certified, Richardson Sales Training, Certified Compliance Officer, Bilingual –Fluent in speaking and proficient in writing - English/Spanish References Available Upon Request

Contact this candidate