Remote Travel Care Associate candidate with client-focused excellence

Jonathan Rodriguez

***************@*****.*** 347-***-**** https://www.linkedin.com/in/jonathan-rodriguez-9601696a/

SUMMARY

Dynamic and results-driven operations and customer experience leader with over 10+ years of success in financial services, client relations, and process management. Skilled in leading high-performing teams, optimizing workflows, and enhancing service quality across fast-paced, compliance-driven environments. Recognized for strong leadership, analytical thinking, and bilingual communication (English/Spanish). Committed to delivering operational excellence, driving team engagement, and ensuring superior customer satisfaction through strategic management and accountability.

EXPERIENCE

Senior Sales Associate / Customer Experience Specialist, Macrolease Corporation, Plainview, NY 2022 – 2025

•Lead daily customer service operations, managing million-dollar client accounts and ensuring seamless payment and billing accuracy.

•Partnered cross-functionally with finance and compliance teams to align procedures with company standards and client expectations.

•Oversaw account audits, reconciliations, and fiscal documentation to maintain accuracy and operational efficiency.

•Mentored new team members, fostering a culture of accountability, service excellence, and continuous improvement.

•Analyzed performance data and implement process improvements to enhance client satisfaction and productivity.

CSR / Account Manager, Distribution International, Hicksville, NY 2021 – 2022

•Handled client accounts, reconciled billing/invoice issues, and supported collections.

•Ensured timely delivery of orders and compliance with credit standards.

•Engaged with clients to generate sales opportunities and close deals.

Bilingual Premium Finance Account Manager, The Premins Company, Brooklyn, NY 2020 – 2021

•Managed billing processes, verified financial transactions, and maintained compliance records.

•Quoted, underwrote, and negotiated financial agreements with brokers.

•Developed client relationships, ensuring timely resolution of issues.

Underwriting Assistant, Argo Group, New York, NY 2019 – 2020

•Supported underwriting operations, processed renewals, and maintained compliance files.

•Compiled data and reports for audit and review.

•Processed and reconciled financial transactions, including payments and wire transfers.

•Corrected claim errors to maintain compliance and ensure financial accuracy.

•Oversaw vendor management and ensured quality standards in outsourced claims.

Claim Operations Associate III, Everest National Insurance Company, Liberty Corner, NJ 2015 – 2019

•Created and reviewed wire transfers, claims reports, and reinsurance records.

•Monitored claims for production accuracy and ensured financial accountability.

•Investigated claim issues, document facts, track trends, and help implement new systems to enhance efficiency.

•Corrected claim errors to maintain compliance and ensure financial accuracy.

EDUCATION

Berkeley College 2017

B.S. Business Management & Administration

MBA, Management (Graduating April 2027)

SKILLS

•Microsoft Office suite • CRM Platforms (Salesforce, Hubspot and Oracle) • B2B and B2C Sales

•SharePoint • Project Management • Critical Thinking

•Spanish • Account Management • Client Relations

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