Jose Daniel Perez Rojas
Usaquen,DC
Summary
Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, brokers and other stakeholders while delivering outstanding service. Highly organized and detail-oriented with strong ability to identify potential risks and develop solutions. Knowledgeable and dedicated customer service professional with extensive experience in BPO industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
7
7
years of professional experience
1
1
Language
Work History
Insurance Agent
Optum, UnitedHealth Group
11.2023 - 04.2024
- Built strong relationships with clients through consistent communication and excellent customer service.
- Calculated premiums and established payment methods for sales.
- Cross-sold insurance products to existing clients to reach sales targets.
- Efficiently managed policy renewals, ensuring timely processing and accurate coverage updates.
- Collected premiums on or before effective date of coverage.
Sales Agent
CLE Cigars
03.2022 - 03.2023
- Monitored service after sale and implemented quick and effective problem resolutions.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Achieved or exceeded company-defined sales quotas.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Negotiated pricing with vendor suppliers to fit customer budgets and generate maximum gross profit.
- Developed and maintained comprehensive understanding of products, services and competitors to enhance sales presentations.
Team Leader
Concentrix
02.2020 - 12.2022
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Gathered, organized and input information into digital database.
- Established clear communication channels that ensured the timely exchange of information between team members and stakeholders.
- Generated reports detailing findings and recommendations.
- Enhanced team productivity by implementing efficient work processes and regularly reviewing performance metrics.
- Implemented employee recognition programs that boosted morale and increased retention rates within the team.
Customer Service Representative
Concentrix
01.2017 - 02.2020
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Cross-trained and provided backup support for organizational leadership.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Education
High School Diploma -
Colegio Seneca
Quito, Ecuador 05.2001 -
Skills
Problem-solving aptitude
undefinedTimeline
Insurance Agent
Optum, UnitedHealth Group
11.2023 - 04.2024
Sales Agent
CLE Cigars
03.2022 - 03.2023
Team Leader
Concentrix
02.2020 - 12.2022
Customer Service Representative
Concentrix
01.2017 - 02.2020
High School Diploma -
Colegio Seneca
05.2001 -
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