Jhoseline Rodriguez
Client Executive at MetLife
- Role
- Client Executive at MetLife
- Location
- South Bound Brook, NJ, US
- LinkedIn followers
- 500 followers
About Jhoseline Rodriguez
Motivated client executive with an extensive career in financial services and a track…
Experience
Client Executive
Jul 2022 — Present · US
Responsible for delivering high quality service to and administration of nonqualified executive and corporate owned life insurance plans within MetLife\'s corporate owned life insurance organization Specialized Benefit Resources,\"SBR\".Responsible for building and nurturing strong business relationships with institutional customers and broker intermediaries.Center point of contact for all plan related inquires and reporting.Partners with a cross disciplinary teams (examples: tax, legal, actuarial, investments) to ensure implementations and ongoing servicing meets time and quality standards.Involved in initiatives to simplify and enhance existing processes that enable higher customer satisfaction, retain assets, accelerate business growth and shareholder value.End to end plan administration for non- qualified and corporate sponsored insurance plans.Provides proactive case management to ensure retention of assets for assigned cases.Develops customized communications for clients.Review and interpretation of documents for plans and customers.
Education
Raritan Valley Community College
Associates degree in Business Administration
2012 — 2014
Association of Notary
Notary Public of New Jersey
2015
HR&Block
Certificate of Income Taxes
2015 — 2015
DeVry University
Bachelors Degree in Business Technological Management of Finance
2016 — 2018
Skills
- Small Business Lending
- Bilingual Communications
- Credit
- Cash Management
- Loans
- Retail Banking
- Banking
- Risk Management
- Microsoft Office
- Deposits
- Customer Service
- Bilingual Spanish
- Cross Selling
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.