Carmina Rodriguez

Carmina Rodriguez Email and Phone Number

Director of Operations and New Business @ Capstone Partners Financial and Insurance Services - Mass Mutual
La Palma, CA, US
Carmina Rodriguez's Location
La Palma, California, United States, United States
Carmina Rodriguez's Contact Details

Carmina Rodriguez work email

Carmina Rodriguez personal email

About Carmina Rodriguez

Big-picture, collaborative Senior Executive with 11 years’ financial industry experience and 8 years’ office and personnel management. Skilled in delivering complex, end-to-end operational strategies and abilities. Proven track record in planning, solutions implementation, and delegation prowess in deadline-driven environments, executing the right process to deliver the right result. Robust leader with a gift for growing highly efficient and dedicated talent and teams, setting clear expectations, and empowering staff excellence, supported by strategically prioritizing multiple responsibilities. Able to prioritize and coordinate multiple initiatives without sacrificing quality. Inspired by action-driven, insightful project execution, simplifying complex processes to increase efficiencies. Calm and steady under pressure and amidst instability, chaos, and incompatibility. Relentless in providing the highest level of service to client and organization alike.AREAS OF EXPERTISE & ACUMEN Leadership: Corporate Strategy Definition, Enterprise Business, Project Management, Strategic Planning, Innovation, Operational Processes, Solutions Analysis & Delivery, Business Process Re-engineering, Recruitment & Hiring, Team Oversight, New Construction & Remodels, Cross-functional Training, Systems Initiative ImplementationTechnology: Microsoft Office (Word, Excel, PP, etc.), Salesforce Technical: Research, Logistics, QA, Reporting, Compliance, Corporate Standards, Contract Negotiations, Process Validation, Best Practices, Opportunity Identification & Competitive Advantages, KPIs, Policies & ProceduresOther: Cost Reductions, Budgets, Problem Solving, Continuous & Process Improvements, Presentations, Communications, Coordination, Collaboration, Team Coaching & Mentoring, Risk Mitigation, Special Projects

Carmina Rodriguez's Current Company Details
Capstone Partners Financial and Insurance Services - Mass Mutual

Capstone Partners Financial And Insurance Services - Mass Mutual

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Director of Operations and New Business
La Palma, CA, US
Employees:
188
Carmina Rodriguez Work Experience Details
  • Capstone Partners Financial And Insurance Services - Mass Mutual
    Director Of Operations And New Business
    Capstone Partners Financial And Insurance Services - Mass Mutual
    La Palma, Ca, Us
  • Capstone Partners Financial And Insurance Services - Mass Mutual
    Director Of Operations & New Business
    Capstone Partners Financial And Insurance Services - Mass Mutual Jan 2015 - Present
    Newport Beach, Ca
    Promoted to champion operations and new business initiatives as well as train and provide support to agents on life and disability field underwriting process; recruit, train, develop, supervise, and evaluate employees; cultivate external partner and vendor relationships; spearhead relocation, construction, and renovation of new office space; Operations added to New Business title, 2/2016.Selected Accomplishments► Persuaded financial agents to use electronic signature submissions for life and disability applications; usage increased by ~52% (37.9% to 57.40%) in 6-months through on point advocacy and influence; pivoted from New Business (NB) wet application to pre-submit before sending to New Business Coordinator (NBC) for completion; YTD usage = 85%.► Implemented Front Desk Coordinator cross-training initiative, leading to two within-company promotions (NBC to Contracting Licensing; NBC to Practice Development Specialist), three NBC hires by big producers, zero business disruption, goodness of fit placement, cost reductions, bolstered employee confidence, and shorter learning curves .► Oversaw logistically complicated office construction projects (Century City, Las Vegas) as well as the renovation of existing Newport Beach office; all offices are now cohesive in Capstone Partners Agency branding and design, with 100% of all suggested recommendations approved by General Partner.
  • Capstone Partners Financial And Insurance Services - Mass Mutual
    Senior New Business Coordinator
    Capstone Partners Financial And Insurance Services - Mass Mutual Jun 2014 - Dec 2014
    Newport Beach, Ca
    Supervised, developed, and trained New Business Division team; conducted in-depth annual reviews; produced daily executive reports; calculated FYC reversals.Selected Accomplishments► Coordinated and submitted top three producers’ life and DI underwriting applications, totaling $7MM in premiums. ► Quickly addressed reconsiderations and exceptions on approved other than applied-for offers, and averaging 90 cases per year with a ~75% success rate.
  • Northwestern Mutual
    Associate Financial Representative
    Northwestern Mutual Jul 2010 - May 2014
    Orange County, California Area
    Provided ongoing support to Wealth Management Advisor; oversaw day-to-day operations; managed license renewals and continuing education.Selected Accomplishment► Performed complicated personal planning analysis and prepared comprehensive personal financial data, as well as life, disability, long term care, and annuity ledgers.
  • Strategic Financal Group; Northwestern Mutual
    Frrc Coordinator
    Strategic Financal Group; Northwestern Mutual Jul 2007 - Jul 2010
    Los Angeles, California
    Conducted one-on-one PNA peer training; generated Personal Needs Analysis (PNA); managed overall administrative work; coordinated and submitted additional underwriters’ requirements; maintained online client database.Selected AccomplishmentReceived Commitment to Excellence Award, bestowed by Northwestern Mutual Senior Executives (2008).
  • Doshi & Associates
    Administrative Assistant
    Doshi & Associates Sep 2005 - Jul 2007
    La Palma, California
    Spearheaded administrative functions, including: phones, filing, mail, client data, office supplies, and front desk reception.

Carmina Rodriguez Skills

Insurance Life Insurance Disability Insurance Fixed Annuities Mutual Funds Finance Retirement Team Leadership Retirement Planning Long Term Care Management Investments Sales Customer Service Leadership

Carmina Rodriguez Education Details

Frequently Asked Questions about Carmina Rodriguez

What company does Carmina Rodriguez work for?

Carmina Rodriguez works for Capstone Partners Financial And Insurance Services - Mass Mutual

What is Carmina Rodriguez's role at the current company?

Carmina Rodriguez's current role is Director of Operations and New Business.

What is Carmina Rodriguez's email address?

Carmina Rodriguez's email address is ca****@****hoo.com

What schools did Carmina Rodriguez attend?

Carmina Rodriguez attended Cavite National High School, De La Salle University.

What skills is Carmina Rodriguez known for?

Carmina Rodriguez has skills like Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Mutual Funds, Finance, Retirement, Team Leadership, Retirement Planning, Long Term Care, Management, Investments.

Who are Carmina Rodriguez's colleagues?

Carmina Rodriguez's colleagues are Sara S., Joseph Brent Morley, Josue Martin, Van Hess, Jeremiah Goldenetz, Mba, Joseph Christian, Anna Martinez.

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