Crystal Ortega
Summary
Experienced with team leadership, strategic planning, and operational management. Utilizes effective communication and organizational skills to drive project success. Track record of fostering productive work environments and achieving set goals. Problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Professional with high standards and results-driven approach, prepared for role of Office Manager. Skilled in team collaboration, adaptable to changing needs, and reliable. Proficiencies include administrative management, scheduling, budgeting, and staff coordination. Known for effective communication, problem-solving, and organizational skills.
Overview
14
14
years of professional experience
Work History
Insurance Broker
Fiesta Auto Insurance & Tax Service
10.2020 - 01.2025
- Developed customized insurance plans based on client needs and preferences.
- Facilitated comprehensive policy reviews to ensure compliance with industry regulations.
- Collaborated with underwriters to assess risk and determine appropriate coverage options.
- Provided training and mentorship to junior brokers on best practices and sales techniques.
- Enhanced client retention through proactive follow-ups and personalized service strategies.
- Streamlined claims processing by implementing efficient workflows and communication protocols.
- Analyzed market trends to identify new business opportunities and competitive offerings.
- Managed client relationships, addressing inquiries and resolving issues promptly for improved satisfaction.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
- Assisted clients with claims processing, ensuring a smooth experience during difficult times.
- Collaborated with underwriters to negotiate favorable terms for clients, ensuring competitive pricing and comprehensive coverage.
- Calculated quotes and educated potential clients on insurance options.
- Generated leads through cold-calling, networking and other outreach methods.
- Monitored customer feedback and identified areas of improvement.
- Analyzed risk factors to provide accurate policy recommendations for diverse clientele.
- Led team in implementing process improvements, enhancing operational efficiency and reducing turnaround times.
- Developed strategic initiatives to optimize resource allocation and drive project success across multiple departments.
- Mentored staff on best practices, fostering a culture of continuous improvement and professional development.
- Developed customized insurance solutions for clients, enhancing coverage based on individual needs.
- Conducted thorough market analysis to identify competitive rates and policy options.
- Developed sales leads from direct referrals, networking and targeted marketing campaigns.
- Implemented an organized system for managing client files, improving overall productivity and data management capabilities.
- Analyzed sales volume, retention and loss ratio trends to identify areas for improvement.
- Contributed to company growth through participation in industry events, conferences, and seminars promoting our services.
Budtender
Cannacruz
01.2018 - 01.2022
- Educated customers on product selection and optimal usage for various needs.
- Assisted in inventory management, ensuring accurate stock levels and organization.
- Provided exceptional customer service, addressing inquiries with product knowledge and care.
- Implemented effective sales techniques to enhance customer engagement and satisfaction.
- Trained new staff on store policies, procedures, and product offerings to ensure consistency.
- Restocked supplies and arranged displays.
- Managed high volume of cash with [Number]% accuracy rate.
- Managed inventory efficiently, ensuring accurate stock levels and timely reordering of popular products to prevent shortages.
- Educated customers about responsible consumption practices, promoting safe and enjoyable cannabis use experiences.
Caregiver
Kindred at Home
03.2015 - 01.2020
- Provided compassionate personal care to clients, ensuring comfort and safety in daily activities.
- Assisted clients with mobility and personal hygiene, promoting independence and dignity.
- Administered medication following prescribed schedules, enhancing overall health management for clients.
- Developed personalized care plans in collaboration with healthcare professionals to meet individual client needs.
- Monitored client health status and reported changes to medical personnel, ensuring timely interventions when necessary.
- Implemented activity programs tailored to client interests, enhancing engagement and quality of life.
- Assisted clients with activities of daily living, promoting independence and quality of life.
- Cleaned house, ran errands, managed laundry, and completed weekly grocery shopping.
- Performed light housekeeping duties to maintain cleanliness standards while respecting the patient''s personal space.
- Built strong relationships with clients to deliver emotional support and companionship.
- Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
- Provided safe mobility support to help patients move around personal and public spaces.
- Utilized strong problem-solving skills to address unforeseen issues or complications in the caregiving process effectively.
- Planned healthy meals, purchased ingredients, and cooked meals to provide adequate nutrition for client wellbeing.
YELLOW CAB
Dispatcher
06.2016 - 08.2019
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Passionate about learning and committed to continual improvement.
- Excellent communication skills, both verbal and written.
Beauty Advisor
Sally's Beauty Supply
02.2013 - 04.2016
- Provided expert product knowledge to enhance customer experience and drive sales.
- Developed personalized beauty solutions tailored to individual client needs and preferences.
- Trained new staff on product lines, customer service techniques, and store protocols.
- Collaborated with team members to create promotional displays that attracted customers.
- Analyzed sales trends to recommend inventory adjustments and improve stock management.
- Implemented feedback mechanisms to gather customer insights for service enhancements.
- Mentored junior beauty advisors, fostering a collaborative and knowledgeable team environment.
- Educated customers on proper product usage techniques, fostering confidence in their ability to replicate results at home.
- Increased sales revenue by effectively upselling and cross-selling beauty items based on client needs.
- Participated in ongoing training sessions to continuously improve skills and stay informed about the latest innovations in the beauty industry.
- Developed in-depth product knowledge and kept up to date with latest trends in beauty to avail of resources and apply best practices.
- Met sales goals, supporting organizational health through consistent and reliable service.
- Provided makeup application services, elevating customer satisfaction and boosting repeat business.
- Managed inventory levels to ensure availability of best-selling items, minimizing stockouts.
HI MART
Manager,supervisor
02.2011 - 09.2015
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Skilled at working independently and collaboratively in a team environment.
- Worked effectively in fast-paced environments.
- Developed and maintained courteous and effective working relationships.
- Demonstrated strong organizational and time management skills while managing multiple projects.
Education
MONTEREY HIGH SCHOOL
Monterey, CAAmerican Heart Association Healthcare Provider BLS - Phlebotomy Intern Tech
Salinas Adult School - CalRegional- August 2025
Salinas, CA08-2025
COSMETOLOGY LICENSE - COSMETOLOGY
MARINELLO SCHOOL OF BEAUTY
Seaside, CA04-2012
Skills
- Leadership
- Team Collaboration
- Customer Service
- Telephone Etiquette
- Quality Assurance
- Relationship Building
- Organized
- Payment Processing
- Inventory Control
- Strong Multi-tasking
- Strong Decision Making Skills
- Bilingual
- Problem Solving
- Integrity
TOP SELLER
I WAS ALWAYS PART OF THE TOP SELLER GROUP. ALWAYS IN THE TOP 5.
Languages
Spanish
English
Timeline
Insurance Broker
Fiesta Auto Insurance & Tax Service
10.2020 - 01.2025
Budtender
Cannacruz
01.2018 - 01.2022
YELLOW CAB
Dispatcher
06.2016 - 08.2019
Caregiver
Kindred at Home
03.2015 - 01.2020
Beauty Advisor
Sally's Beauty Supply
02.2013 - 04.2016
HI MART
Manager,supervisor
02.2011 - 09.2015
MONTEREY HIGH SCHOOL
American Heart Association Healthcare Provider BLS - Phlebotomy Intern Tech
Salinas Adult School - CalRegional- August 2025
COSMETOLOGY LICENSE - COSMETOLOGY
MARINELLO SCHOOL OF BEAUTY