Patricia Rodriguez

Customer-focused bilingual (English/Spanish) sales and support professional with extensive experience in client relations, problem-solving, account management, and high-volume customer service across insurance, real estate, and financial services industries. Proven track record of exceeding sales goals, maintaining high customer satisfaction, managing client communications, and supporting customers through complex processes with professionalism and empathy. Experienced in phone, email, and in-person support, relationship management, conflict resolution, and cross-functional coordination.

Strong ability to work independently in fast-paced environments while delivering exceptional service and building long-term client trust.

Licensed Team Member | Property & Casualty License #0L61515 at State Farm Insurance Companies (2017-01 – 2021)

Licensed insurance sales professional managing client relations and policy support

• Consistently exceeded monthly sales goals while delivering high-level customer service and client support
• Generated an average of $10,000+ monthly premium in insurance sales
• Produced new commercial accounts averaging $6,000–$8,000 monthly in premiums
• Assisted clients with policy questions, account updates, coverage education, and service resolution
• Represented State Farm at local realtor events and maintained strong referral partnerships
• Coordinated realtor luncheons and relationship-building events to support business growth
• Completed State Farm Sales Boot Camp (February 2017)

Real Estate Sales Manager | DRE #01496112 at Real Estate Sales (New Homes / Property Management) (2011-04 – 2018-11)

Property management and new homes sales with customer support and financial management responsibilities

• Delivered exceptional customer support throughout the home buying process with 95% average customer satisfaction ratings
• Managed new and existing client communication regarding escrow, financing, and construction updates
• Supported buyers through contracts, financing coordination, and closing processes
• Maintained strong realtor partnerships and coordinated promotional events and realtor luncheons
• Managed YARDI Property Management Software, P&L reporting, balance sheets, and financial statements
• Updated company website and social media presence to improve customer engagement and visibility
• Negotiated contracts and supported financing solutions for buyers

Personal Development Counselor at Matthew Ferry International (2008-06 – 2010-05)

Client coaching and personal development support

• Provided one-on-one client support and coaching assistance for personal development programs
• Helped clients improve productivity, relationships, finances, mindset, career growth, and life balance
• Supported client accountability, progress tracking, and communication throughout coaching programs
• Assisted leadership team with client retention and breakthrough coaching experiences

New Homes Sales Counselor at D.R. Horton, Inc. (2005-06 – 2008-06)

New home sales with customer relationship management and construction coordination

• Ranked Top 3 Salesperson in San Diego Division for sales volume
• Successfully exceeded sales and margin targets within local markets
• Managed customer relationships from contract through closing and move-in
• Coordinated communication between buyers, mortgage teams, title, escrow, and construction teams
• Handled community launches, builder close-outs, and realtor engagement events
• Negotiated contracts and financing solutions for buyers

New Homes Sales Counselor at D.R. Horton, Inc. (2003-04 – 2005-01)

New homes sales with focus on customer satisfaction and sales performance

• Ranked Top 3 Sales Team in San Antonio Division
• Exceeded sales quotas consistently over a 4-year period
• Maintained 95% average customer satisfaction through exceptional service and follow-up
• Supported buyers through escrow, construction updates, and financing coordination
• Conducted competitive market research to strengthen sales presentations

Bachelor of Science in Industrial Psychology – San Jose State University