Christopher Orta
Dallas,TX
Summary
I am a subject matter expert in the insurance industry. experienced in the B2B market and winning accounts is my niche.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Accountant/Manager
American Fidelity Assurance Company
12.2022 - Current
- Head hunter adding new business to the sales pipeline
- Door to door B2B prospecting in person and dials
- Use salesforce to attain my goals in winning over key steak holders
- Set appointments with Decision Makers
- Hold group meetings for employees
- In person and virtual sales meetings
- Challenger sale subject matter expert
- Rookie of the year nominated
- Top five in the company for Life insurance sales
- Promoted each year from AM, SAM
- Over 100 percent of quota each year
- Managed a portfolio of XX client accounts, consistently meeting or exceeding sales targets
- Developed and maintained strong relationships with key decision-makers within client organizations
- Identified new business opportunities and generated leads through proactive prospecting and networking
- Collaborated with cross-functional teams to develop customized solutions that met clients' specific needs and objectives
- Negotiated contracts, pricing, and terms of agreements to ensure mutually beneficial partnerships
- Provided ongoing account management support, addressing client inquiries, resolving issues, and ensuring customer satisfaction
Insurance Broker
Empower Brokerage
04.2017 - 12.2022
- Responsible for corporate and consumer sales and account management.
- Trained new insurance sales representatives as they were hired by the company.
- Maintained the highest closing average in the entire firm for the last year
- Sold primarily corporate clients on new group life and group health insurance programs.
- Maintained a regular follow-up schedule with each active client and offered training for client employees.
- Assisted in developing marketing material for group presentations.
- Possessing excellent customer service and consultative sales ability, maintaining favorable relationships with existing accounts and valued partners.
Insurance Broker
Empower Brokerage
04.2017 - 12.2022
- Responsible for corporate and consumer sales and account management.
- Trained new insurance sales representatives as they were hired by the company.
- Maintained the highest closing average in the entire firm for the last year
- Sold primarily corporate clients on new group life and group health insurance programs.
- Maintained a regular follow-up schedule with each active client and offered training for client employees.
- Assisted in developing marketing material for group presentations.
- Possessing excellent customer service and consultative sales ability, maintaining favorable relationships with existing accounts and valued partners.
Life & Health Insurance Agent
Bankers life & Casualty
12.2016 - 04.2017
- Acquired customers that fit the company's underwriting appetite through cold calling, networking trade associations, trade shows and conducting educational seminars
- Developed relationship with insurance agents, through product training, joint sales presentation and lead development
- Season Sales professional with proven ability to generate new business through cold calling, professional networking, and direct marketing
Education
High school or equivalent -
Sunset High School
Dallas, TX05.2005
Skills
- Account management
- Insurance sales (7 years)
- Sales Management
- Outlook
- Customer service
- Outside sales
- Presentation skills
- Inside Sales
Accomplishments
Rookie of the year 2024
120 % of quota 2024
Successful New Agent 2017
Certification
- Life Insurance License
- Insurance Producer License
- Non-CDL Class C
- April 2020 to April 2028
Languages
Spanish
Full Professional
Timeline
Senior Accountant/Manager
American Fidelity Assurance Company
12.2022 - Current
Insurance Broker
Empower Brokerage
04.2017 - 12.2022
Insurance Broker
Empower Brokerage
04.2017 - 12.2022
Life & Health Insurance Agent
Bankers life & Casualty
12.2016 - 04.2017
High school or equivalent -
Sunset High School
Additional Information
- Skills
- Successful track record with growing territory with new clients - Hunter mentality
- Strong customer service skills
- Proficient at identifying sales prospects and turning those prospects into customers
- Proficient networking skills
- Staying update with insurance changes
- Client research and developing effective sale presentations and following up on regular basis
- Able to offer understandable explanations of policy coverage to clients
- Bilingual proficient Spanish
- Proficient in Outlook, Word, Excel
Successful New Agent Award, Rookie of the Year
Top sales my first 3 months into my sales role, promoted to Field Trainer for new agents. Oversee a group of 5 agents and helping them jump start there career and reach goals.
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