Anitza Ortiz
Hialeah,FL
Summary
Experienced account executive and social services professional with a strong record in client relationship management, account support, and service coordination. Known for clear communication, customer service, and building lasting partnerships that support renewals and referrals.
Overview
2
2
Languages
1
1
Certification
19
19
years of professional experience
Work History
Account Executive
Step by Step Childrens Center
Miami, Florida
09.2025 - Current
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Supported renewals and referrals through consistent relationship management.
- Identified potential new customers through research of industry trends and competitive analysis.
- Attended networking events to build relationships with potential customers.
- Maintained account records, contracts, and service documentation.
- Provided timely customer service support to resolve issues quickly and efficiently.
- Created marketing materials, including brochures and presentations, to showcase products and services.
- Coordinated service plans with families, staff, and care teams.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Per Diem Social Worker
Prosper Health & Rehab Center
Palm Beach Gardens, Florida
09.2025 - Current
- Assessed resident psychosocial needs at Prosper Health & Rehab Center.
- Developed discharge plans with nursing and rehabilitation teams.
- Facilitated family meetings to discuss care goals and options for placement. regarding care goals and placement options.
- Worked collaboratively with other professionals such as psychiatrists, psychologists, and nurses to coordinate care for clients.
- Participated in interdisciplinary care plan meetings.
- Referred families to community resources and support services.
- Documented social work notes in resident records.
- Maintained compliance with facility policies and state regulations.
Director of Social Services Department
Pines Nursing Home
Miami, Florida
08.2022 - Current
- Assessed resident psychosocial needs and updated social service care plans to enhance individualized support.
- Coordinated resident discharge planning and community placement services at Pines Nursing Home, ensuring smooth transitions for residents.
- Facilitated meetings with residents and families to address concerns and identify appropriate resources and support.
- Recorded case notes, referrals, and service documentation in resident charts.
Account Executive
Creative Extended Care
Miami, Florida
10.2019 - 09.2025
- Managed client accounts for Creative Extended Care's extended care services.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Supported renewals and referrals through consistent relationship management.
- Resolved client concerns with timely follow-up and clear communication.
- Provided timely customer service support to resolve issues quickly and efficiently.
- Monitored account interactions to ensure accurate record-keeping. and updated sales pipeline details.
- Coordinated service plans with families, staff, and care teams.
- Maintained account records, contracts, and service documentation.
- Conducted market research to identify new business opportunities.
- Participated in networking events to foster industry connections. to build relationships with potential customers.
Account Executive
High Standard Home Health
Miami, Florida
08.2017 - 10.2019
- Coordinated service plans with families, staff, and care teams.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Supported renewals and referrals through consistent relationship management.
- Identified potential new customers through research of industry trends and competitive analysis.
- Attended networking events to build relationships with potential customers.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Maintained account records, contracts, and service documentation.
Account Executive
Total Private Home Health
Miami, Florida
01.2016 - 08.2017
- Coordinated service plans with families, staff, and care teams.
- Cultivated relationships with key decision makers through regular client visits and follow-up calls.
- Supported renewals and referrals through consistent relationship management.
- Identified potential new customers through research of industry trends and competitive analysis.
- Participated in networking events to connect with industry professionals. to build relationships with potential customers.
- Provided timely customer service support to resolve any issues quickly and efficiently.
- Maintained account records, contracts, and service documentation.
Social Worker
Shoreside Health and Rehab Center
Miami, Florida
12.2007 - 01.2016
- Collaborated with nursing and rehabilitation teams to create comprehensive discharge plans that support resident transitions.
- Facilitated family meetings to align care goals and explore placement options for residents.
- Assessed resident psychosocial needs.
- Documented social work notes in resident files to track client progress and inform ongoing care strategies. in resident records.
- Referred families to community resources and support services.
- Participated in interdisciplinary care plan meetings.
- Worked collaboratively with other professionals such as psychiatrists, psychologists, and nurses to coordinate care for clients.
- Maintained compliance with facility policies and state regulations.
Education
BBA - Social Work
University of Puerto Rico
Humacao, Puerto Rico05-2001
Skills
- Account management
- Lead generation
- Market research
- Account strategy
- Sales strategies
- Sales target monitoring
- Client relationship management
- Relationship management
- Customer service
- Sales presentations
- Collaboration
- Attention to detail
- Verbal communication
- Communication skills
- Interpersonal skills
- Relationship building
Languages
English
Professional
Spanish
Professional
Certification
- Social Worker License in PR
Timeline
Account Executive
Step by Step Childrens Center
09.2025 - Current
Per Diem Social Worker
Prosper Health & Rehab Center
09.2025 - Current
Director of Social Services Department
Pines Nursing Home
08.2022 - Current
Account Executive
Creative Extended Care
10.2019 - 09.2025
Account Executive
High Standard Home Health
08.2017 - 10.2019
Account Executive
Total Private Home Health
01.2016 - 08.2017
Social Worker
Shoreside Health and Rehab Center
12.2007 - 01.2016
BBA - Social Work
University of Puerto Rico