Summary
Overview
Work History
Education
Skills
Profession Relevant Skills
Languages
Hobbies and Interests
Timeline
Generic

Juan Pablo Rodríguez

Bogotá

Summary

Dedicated and reliable Client Service professional specialized on empathetic communication and personal touch.


I have extensive experience providing assistance with medical insurance policies (plan research, claim reviews, benefits explanation and coverage tracking), as well as a solid background on sales.


Strong dedication to helping customers resolve inquiries and cultivating a positive image of the company. Excel in both team environments and alone. Proven ability to solve problems efficiently, and create high-quality professional relationships with clients.


Fully committed to following company procedures and winning loyal customers.


A team player with a vast knowledge of medical terms and working with all types of personalities effectively. Offering dynamic organizational skills and attention to detail.

Overview

15
15
years of professional experience

Work History

Client on Boarding Service Representative

Concentrix
10.2019 - 12.2023
  • Resolve an average of 10 company group medical policy cases per day with a high-volume client-list environment.
  • Resolve customer requests or complaints and ensure calls/emails are handled in a professional and prompt manner.
  • Educated customers on benefit services and coverage tracking.
  • Contributed to the company's highest quarterly customer satisfaction rate of 98%.
  • Consistently met and surpassed standards on quality evaluations.
  • Trained and assisted entry-level customer service representatives by helping them improve their listening skills, communication and multitasking abilities.

Customer Service Representative

MT Insurance Services
01.2013 - 03.2015
  • Helped holders of insurance policies resolve their concerns in a timely and professional fashion.
  • Used computer to retrieve policyholder information while maintaining proper phone and customer service etiquette.
  • Collected customer feedback from an average of 1,000 customers per year and made process changes to exceed customer satisfaction goals.
  • Participated in voluntary corporate training classes to increase understanding of caller concerns and shorten call response time.

Client Service Representative

Community Choice Financial Inc.
05.2009 - 12.2012
  • Helped bank account holders resolve common issues related to debit cards, credit, loans and savings account.
  • Dispatched customers to the correct department when needed.
  • Received five consecutive “A” level ratings when call quality was evaluated by the call center manager and branch supervisor.
  • Frequently upsold financial products such as credit cards, retirement accounts, insurance policies and checkbooks, increasing sales by 45%.

Education

Certificate III - Business

Carrick Institute of Education
Adelaide, SA (Australia)

EAP Course (English With Academic Purposes) - English-as-a-Second-Language Education

Carrick Institute of Education
Melbourne, SA (Australia)

(HTML - CSS) - Web Development

Khan Academy
Khanacademy.org

Skills

  • Customer account management
  • Salesforce & Workday
  • Data collection, entry and maintenance
  • Complaint resolution
  • MS Office and CRM
  • Multiline phone etiquette
  • Empathetic & Professional Communication
  • Attention to detail
  • Bilingual (English, Spanish)

Profession Relevant Skills

  • Capable of handling a variety of disputes and facilitating quick and efficient resolutions over the phone.
  • Proven ability to multitask and use multiple phones and other technical devices while providing exceptional customer service.
  • Proficient understanding of Microsoft Word, Excel and Access.
  • Knowledgeable of common office electronics and tech support.
  • Passionate about promoting lasting customer satisfaction.
  • Can utilize upselling prowess to sell additional products to customers or clients after providing assistance.
  • Able to enter large quantities of data into a computer and retrieve important information in a brief period of time.
  • Capable of entering data while remaining online with several customers at once.
  • Strong verbal communication skills allow for the fostering of strong bonds with customers during all interactions.
  • Able to thrive and meet company standards in a busy call center environment both alone and in a team setting.
  • Successful at satisfying different types of customers with creative and knowledgeable solutions.

Languages

English
Advanced
C1
Spanish
Proficient
C2

Hobbies and Interests

As much as I enjoy my customer service career, one of my true loves is sports. I love playing football, tennis, and basketball. If I'm not at the desk, more than likely, I am at the court. In addition to sports, I love anything related to the cinema and I have a keen interest in independent, westerns, or war films. In my spare time, I also enjoy cooking and learning new pasta recipes.

Timeline

Client on Boarding Service Representative

Concentrix
10.2019 - 12.2023

Customer Service Representative

MT Insurance Services
01.2013 - 03.2015

Client Service Representative

Community Choice Financial Inc.
05.2009 - 12.2012

Certificate III - Business

Carrick Institute of Education

EAP Course (English With Academic Purposes) - English-as-a-Second-Language Education

Carrick Institute of Education

(HTML - CSS) - Web Development

Khan Academy
Juan Pablo Rodríguez