Summary
Overview
Work History
Education
Skills
Certification
Preferredname
Personal Information
Timeline
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Albert Ortega

Santa Ana,CA

Summary

Dedicated and professional advocate with a commitment to delivering client-focused solutions. Extensive background in managing client issues, consistently driving high satisfaction rates. Recognized and valued for effective team collaboration skills and flexibility in dynamic environments. Proficient in conflict resolution and excels in empathetic communication.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Client Advocate

Opus Health
06.2023 - Current
  • Provided exceptional customer service, consistently exceeding expectations and receiving positive feedback from clients.
  • Maintained high levels of client retention with personalized follow-up strategies.
  • Evaluated performance metrics regularly, identifying areas for improvement and implementing necessary changes for better results.
  • Collaborated with cross-functional teams to develop strategies for improving overall client satisfaction levels.
  • Established strong rapport with clients by maintaining open lines of communication and promptly addressing concerns.
  • Served as a trusted advisor to both new and existing clients by staying up-to-date on industry news and best practices.
  • Educated patients on available wellness services and guided each through process.
  • Educated clients on available resources, guiding them through processes to achieve desired outcomes more efficiently.
  • Coordinated efforts between internal departments to ensure seamless delivery of services to clients.
  • Resolved complex issues, ensuring a positive customer experience and fostering long-term relationships.

House Manager

the district recovery community
03.2022 - 05.2023
  • Took clients to meetings, observed handing out of medications to clients, made sure house was in order and cleaned properly
  • Supervised residents preparing meals and handling chores and provided constructive feedback.
  • Established an atmosphere of trust, respect, and professionalism within the household, fostering a positive environment for both family members and staff.
  • Managed day-to-day operation of home to comply with regulations and agency standards.
  • Developed and maintained comprehensive inventory systems to ensure timely replenishment of supplies, reducing waste and saving costs.

Customer Service Representative

Blue Cross Blue Shield
09.2015 - 05.2021
  • Researched and resolved account and service problems with friendly, knowledgeable support
  • Contacted outside providers on behalf of customers to help solve problems
  • Led efforts to pursue creative methods to gather and interpret customer perspectives, partnering with senior management in product, strategy and IT initiatives

Cashier

H-E-B Grocery
02.2009 - 09.2015
  • Helped customers complete purchases, locate items and join reward programs
  • Monitored self-checkout systems and provided assistance or intervention where required
  • Mentored new team members on POS system operation, customer service strategies and sales goals
  • Maintained cash drawer of $1,500 or more per shift

Education

CADC -

Health Staffing Institute
Santa Ana, CA
07-2025

High School Diploma -

Abilene High School
Abilene, TX
06.2009

Skills

  • Customer service
  • Housekeeping management
  • Vital Signs
  • Data entry
  • Mentoring
  • Client relationship building
  • Assertiveness
  • Telephone etiquette
  • Financial literacy
  • Treatment plan assistance
  • Treatment plan reviews
  • Paperwork assistance
  • Strong organization
  • Time management expertise

Certification

Registered Alcohol Drug Technician

Preferredname

A.J.

Personal Information

Willing To Relocate: Anywhere

Timeline

Client Advocate

Opus Health
06.2023 - Current

House Manager

the district recovery community
03.2022 - 05.2023

Customer Service Representative

Blue Cross Blue Shield
09.2015 - 05.2021

Cashier

H-E-B Grocery
02.2009 - 09.2015

High School Diploma -

Abilene High School

CADC -

Health Staffing Institute

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Albert Ortega