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José Simón RodriguezJR
Open to opportunities

José Simón Rodriguez

@jossimnrodriguez

I grow insurance sales, retain clients, and streamline high-volume customer support operations.

Venezuela
Message

At Calidad Insurance, I exceed monthly sales targets for commercial and personal vehicle policies, contribute to 10% month-over-month office growth, and manage the policy lifecycle from quoting through documentation. I close 70% of leads quarterly, maintain an 85% client retention rate, and support 50+ clients daily while managing a CRM database of more than 2,000 clients.

Previously, I supervised high-volume customer service operations at TEALCA and led, coached, and coordinated teams of 40+ staff across three regions during my mission service. I bring practical experience in client relationships, cross-selling, logistics, reporting, Excel-based data management, and English-language customer support.

Experience

Work history, roles, and key accomplishments

CI
Current

Customer Service/Sales Representative

Calidad Insurance

Jul 2024 - Present (2 years 2 months)

Exceeded monthly sales targets for commercial and personal vehicle policies, contributing to consistent office growth and driving revenue through cross-selling. Managed a database of 2,000+ clients using CRM tools and provided daily support to 50+ clients.

Education

Degrees, certifications, and relevant coursework

FI

Funval Internacional

Certificate, English

2023 - 2023

Completed English for call centers at B2 level.

MI

Mentors International

Certificate, Leadership

2022 - 2022

Completed mentoring and leadership training.

Brigham Young University logoBU

Brigham Young University

Certificate, General Studies

2020 - 2021

Completed BYU Pathway Worldwide certificate program.

TC

The Language College

Certificate, English

2018 - 2018

Completed intermediate-advanced English course at C1 level.

UM

UEP DR. Gustavo H. Machado

High School Diploma, General Studies

2016 - 2017

Earned high school diploma with a focus on sciences.

Tech stack

Software and tools used professionally

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