Leticia Ortiz
4915 West 65th Avenue,CO
Summary
Accomplished Professional Liability Account Manager with a proven track record at USI Insurance Services, LLC, enhancing client satisfaction and retention through exceptional account management and customer service. Skilled in prioritizing workflows and cultivating client rapport, consistently achieving high retention. Demonstrates strong teamwork and account servicing skills, ensuring effective problem resolution and client loyalty.
Overview
25
25
years of professional experience
Work History
Professional Liability Account Manager
USI Insurance Services, LLC
4600 S. Ulster Street, Unit 1200, Denver CO 80237
02.2014 - Current
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a book of business, ensuring timely communication and effective problem resolution.
- Conducted account reviews to identify areas for improvement and ensure continued success.
- Established long-term customer relationships to enhance client loyalty and satisfaction.
- Performed effectively in self-directed work environment, managing day-to-day insured's needs and renewal process.
- Maintained and utilized client database systems as (Image Right and Sagitta).
- Managed a book od business, ensuring timely communication and effective problem resolution.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Process renewals, endorsements, policy changes, renewal application and provide renewal quotes to insured's.
Property and Casualty Insurance Agent
Godoy Insurance Agency
5115 N. Federal Blvd.
11.1999 - 12.2013
- Assisted clients in navigating the claims process, guiding them through each step and addressing their concerns.
- Established strong rapport with clients through consistent communication, building trust as their trusted advisor on insurance matters.
- Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
- Maintained high client retention rates with regular follow-ups, personalized attention, and prompt resolution of issues.
- Efficiently managed a large book of business, prioritizing tasks and organizing workloads to maintain productivity levels.
- Generated quotes and proposals for clients to match individual needs.
Property and Casualty Insurance Agent
Nonprofit Resources Insurance
455 Sherman Street
02.2003 - 07.2013
- Collected premiums on or before effective date of coverage.
- Cultivated relationships with clients to identify and meet insurance needs and establish trust and rapport.
- Attended industry Continue Education and workshops to stay current with trends in property and casualty insurance markets.
- Maintained high client retention with regular follow-ups, personalized attention, and prompt resolution of issues.
- Developed strong relationships with underwriters to secure competitive premiums and coverage options for clients.
- Improved customer satisfaction by providing exceptional service and addressing policyholder concerns in a timely manner.
- Efficiently managed a book of business, prioritizing tasks and organizing workloads to maintain productivity levels.
- Conducted annual reviews of existing policies to update information.
Education
GED -
Community College of Denver
Denver, CO08-2013
Skills
- Account management
- Customer service
- Teamwork
- Client rapport
- Cross-sales
- Account servicing skills
- Prioritizing workflows
- Product training
- Cost reviewing
Spanish-English
I am Bilingual Spanish is my first language
Languages
Spanish
Full Professional
English
Professional Working
Software
Sagitta and Image Right
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference
Work Type
Full TimeLocation Preference
RemoteHybridImportant To Me
Work-life balanceCompany CultureFlexible work hoursPersonal development programsWork from home optionPaid time offPaid sick leave401k matchTimeline
Professional Liability Account Manager
USI Insurance Services, LLC
02.2014 - Current
Property and Casualty Insurance Agent
Nonprofit Resources Insurance
02.2003 - 07.2013
Property and Casualty Insurance Agent
Godoy Insurance Agency
11.1999 - 12.2013
GED -
Community College of Denver